Q3 2026 13F filing
Updated 22 days ago150 disclosed positions worth $825.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $257.1M | 335.7K | 31.14% | Trimmed(-1.9%) |
| 2 | E ISHARES TR | $80.2M | 827.5K | 9.71% | Added(+1.3%) |
| 3 | E BLACKROCK ETF TRUST | $28.9M | 417.7K | 3.50% | Added(+20.5%) |
| 4 | V VANGUARD INDEX FDS | $23.5M | 101.6K | 2.85% | Trimmed(-4.8%) |
| 5 | E ISHARES INC | $22.3M | 274.7K | 2.70% | Added(+23.1%) |
| 6 | ? N/A VANGUARD MALVERN FDS | $21.8M | 295.9K | 2.64% | — |
| 7 | E ISHARES TR | $19M | 201.4K | 2.31% | Trimmed(-16.4%) |
| 8 | E ISHARES TR | $18.8M | 197.7K | 2.27% | Trimmed(-0.1%) |
| 9 | V VANGUARD WHITEHALL FDS | $18M | 116.2K | 2.18% | Trimmed(-0.5%) |
| 10 | V VANGUARD WHITEHALL FDS | $16.6M | 164.1K | 2.01% | Trimmed(-1.1%) |
| 11 | V VANGUARD INDEX FDS | $15.6M | 41.6K | 1.88% | Unchanged |
| 12 | E ISHARES TR | $15.2M | 106.8K | 1.84% | Trimmed(-0.5%) |
| 13 | E ISHARES TR | $14.8M | 104.0K | 1.79% | Trimmed(-3.1%) |
| 14 | E ISHARES TR | $14.8M | 64.8K | 1.79% | Trimmed(-4.5%) |
| 15 | V VANGUARD INDEX FDS | $14.7M | 41.7K | 1.77% | Trimmed(-0.2%) |
| 16 | V VANGUARD WHITEHALL FDS | $14M | 138.2K | 1.69% | Trimmed(-16.7%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $13.8M | 146.7K | 1.67% | Added(+59.6%) |
| 18 | E ISHARES TR | $13.8M | 18.0K | 1.67% | Trimmed(-94.7%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $12.8M | 141.9K | 1.55% | — |
| 20 | E ISHARES TR | $11.6M | 69.8K | 1.41% | Trimmed(-1.0%) |
| 21 | E ISHARES TR | $10M | 103.1K | 1.21% | Trimmed(-87.4%) |
| 22 | S SPDR SERIES TRUST | $8.9M | 195.3K | 1.07% | Unchanged |
| 23 | J J P MORGAN EXCHANGE TRADED F | $8.5M | 151.7K | 1.03% | Added(+4.0%) |
| 24 | V VANGUARD INDEX FDS | $7.3M | 10.4K | 0.88% | Unchanged |
| 25 | S SPDR INDEX SHS FDS | $6.8M | 70.0K | 0.83% | Trimmed(-42.7%) |
| 26 | E FRANKLIN TEMPLETON ETF TR | $6.7M | 156.3K | 0.81% | Added(+3.3%) |
| 27 | V VANGUARD INDEX FDS | $5.6M | 15.8K | 0.67% | Trimmed(-62.1%) |
| 28 | V VANGUARD WHITEHALL FDS | $5.2M | 33.6K | 0.63% | Trimmed(-71.2%) |
| 29 | E ISHARES TR | $4.9M | 68.2K | 0.59% | Trimmed(-25.3%) |
| 30 | E ISHARES TR | $4.3M | 41.3K | 0.52% | Trimmed(-0.9%) |
| 31 | V VANGUARD INDEX FDS | $4.1M | 14.5K | 0.50% | Added(+2.5%) |
| 32 | P PIMCO ETF TR | $3.8M | 44.0K | 0.46% | Added(+4.7%) |
| 33 | E ISHARES TR | $3.5M | 8.1K | 0.42% | Unchanged |
| 34 | E ISHARES TR | $3.5M | 33.3K | 0.42% | Trimmed(-20.0%) |
| 35 | S STATE STR SPDR S&P 500 ETF T | $3.4M | 4.4K | 0.41% | Added(+301.1%) |
| 36 | V VANGUARD BD INDEX FDS | $3.2M | 42.1K | 0.39% | Added(+3.2%) |
| 37 | ? N/A VANECK ETF TRUST | $3.1M | 77.9K | 0.38% | — |
| 38 | E ISHARES TR | $3M | 13.2K | 0.36% | Trimmed(-80.6%) |
| 39 | S SPDR SERIES TRUST | $2.6M | 13.8K | 0.32% | Added(+6.8%) |
| 40 | V VANGUARD MALVERN FDS | $2.4M | 48.3K | 0.29% | Trimmed(-26.3%) |
| 41 | V VANGUARD SCOTTSDALE FDS | $2.3M | 30.4K | 0.28% | Added(+14.9%) |
| 42 | J J P MORGAN EXCHANGE TRADED F | $2.3M | 41.1K | 0.28% | Trimmed(-71.8%) |
| 43 | E BLACKROCK ETF TRUST | $2.3M | 33.1K | 0.28% | Trimmed(-90.5%) |
| 44 | ? N/A INVESCO EXCH TRADED FD TR II | $2.3M | 224.8K | 0.27% | Trimmed(-16.5%) |
| 45 | S SPDR SERIES TRUST | $2.2M | 11.8K | 0.27% | Trimmed(-8.7%) |
| 46 | E ISHARES TR | $2.1M | 15.5K | 0.26% | Trimmed(-25.8%) |
| 47 | E ISHARES TR | $2.1M | 18.8K | 0.25% | Trimmed(-19.4%) |
| 48 | A APPLE INC | $2.1M | 6.2K | 0.25% | Added(+65.0%) |
| 49 | A ABBVIE INC | $2M | 7.7K | 0.24% | Added(+11710.8%) |
| 50 | V VANGUARD SCOTTSDALE FDS | $2M | 17.4K | 0.24% | Unchanged |