Q3 2026 13F filing
Updated 3 days ago144 disclosed positions worth $148.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD STAR FDS | $16.2M | 190.8K | 10.90% | — |
| 2 | V VANGUARD INDEX FDS | $15.8M | 22.5K | 10.62% | — |
| 3 | E ISHARES TR | $14.4M | 304.8K | 9.68% | — |
| 4 | V VANGUARD INDEX FDS | $12.4M | 43.6K | 8.34% | — |
| 5 | V VANGUARD WHITEHALL FDS | $11M | 108.6K | 7.38% | — |
| 6 | V VANGUARD INDEX FDS | $8.6M | 109.1K | 5.75% | — |
| 7 | V VANGUARD INDEX FDS | $7M | 32.5K | 4.72% | — |
| 8 | V VANGUARD WORLD FD | $6.7M | 23.8K | 4.52% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $6.5M | 42.0K | 4.39% | — |
| 10 | V VANGUARD WHITEHALL FDS | $5M | 32.0K | 3.34% | — |
| 11 | E ISHARES TR | $4.7M | 50.0K | 3.19% | — |
| 12 | V VANGUARD INTL EQUITY INDEX F | $4.5M | 53.7K | 2.99% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $4.3M | 36.5K | 2.89% | — |
| 14 | V VANGUARD SCOTTSDALE FDS | $3.9M | 50.0K | 2.60% | — |
| 15 | V VANGUARD INDEX FDS | $2.8M | 7.5K | 1.90% | — |
| 16 | E ISHARES TR | $2.6M | 3.4K | 1.74% | — |
| 17 | V VANGUARD MALVERN FDS | $2M | 40.8K | 1.35% | — |
| 18 | E ISHARES TR | $1.9M | 14.1K | 1.29% | — |
| 19 | V VANGUARD BD INDEX FDS | $1.8M | 23.8K | 1.22% | — |
| 20 | V VANGUARD INDEX FDS | $1.3M | 3.8K | 0.90% | — |
| 21 | V VANGUARD INDEX FDS | $1.2M | 5.4K | 0.84% | — |
| 22 | B BANK OF AMER CORP | $1.2M | 22.8K | 0.84% | — |
| 23 | E ISHARES TR | $1.1M | 14.3K | 0.76% | — |
| 24 | E ISHARES TR | $1M | 6.2K | 0.69% | — |
| 25 | E ISHARES TR | $908K | 12.6K | 0.61% | — |
| 26 | U US BANCORP | $899K | 15.6K | 0.60% | — |
| 27 | E ISHARES TR | $880K | 8.0K | 0.59% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $703K | 7.8K | 0.47% | — |
| 29 | E ISHARES TR | $566K | 5.3K | 0.38% | — |
| 30 | V VANGUARD INTL EQUITY INDEX F | $430K | 2.7K | 0.29% | — |
| 31 | ? N/A INVESCO EXCH TRADED FD TR II | $425K | 42.3K | 0.29% | — |
| 32 | ? N/A GLOBAL X FDS | $393K | 9.8K | 0.26% | — |
| 33 | S STATE STR SPDR S&P 500 ETF T | $377K | 495 | 0.25% | — |
| 34 | J ISHARES TR | $373K | 4.4K | 0.25% | — |
| 35 | V VANGUARD INDEX FDS | $266K | 3.0K | 0.18% | — |
| 36 | E ISHARES TR | $264K | 1.2K | 0.18% | — |
| 37 | A APPLE INC | $254K | 762 | 0.17% | — |
| 38 | N NVIDIA CORPORATION | $243K | 1.1K | 0.16% | — |
| 39 | S SCHWAB STRATEGIC TR | $241K | 8.2K | 0.16% | — |
| 40 | E ISHARES TR | $240K | 1.9K | 0.16% | — |
| 41 | K COCA COLA CO | $182K | 2.1K | 0.12% | — |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $179K | 2.2K | 0.12% | — |
| 43 | D INVESCO DB COMMDY INDX TRCK | $149K | 4.6K | 0.10% | — |
| 44 | A AMEREN CORP | $135K | 1.4K | 0.09% | — |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $124K | 250 | 0.08% | — |
| 46 | G ALPHABET INC | $108K | 313 | 0.07% | — |
| 47 | ? N/A AMERICAN CENTY ETF TR | $102K | 1.0K | 0.07% | — |
| 48 | ? N/A GOLDMAN SACHS ETF TRUST II | $97K | 1.5K | 0.07% | — |
| 49 | ? N/A AMERICAN CENTY ETF TR | $88K | 806 | 0.06% | — |
| 50 | L ELI LILLY & CO | $87K | 75 | 0.06% | — |