Q2 2026 13F filing
Updated 66 days ago318 disclosed positions worth $3.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANGUARD INDEX FDS | $523.3M | 1.41M | 13.91% | Added(+1.3%) |
| 2 | V VGES VANGUARD TAX-MANAGED FDS | $205.5M | 2.88M | 5.46% | Added(+1.8%) |
| 3 | ? N/A VANGUARD BD INDEX FDS | $187M | 2.55M | 4.97% | Added(+4.7%) |
| 4 | E ETHA ISHARES TR | $168.1M | 765.9K | 4.47% | Added(+2.1%) |
| 5 | ? N/A VANGUARD SCOTTSDALE FDS | $165.4M | 2.80M | 4.40% | Added(+5.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $158.7M | 2.94M | 4.22% | Added(+0.2%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $158.3M | 4.00M | 4.21% | Trimmed(-1.4%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $143.5M | 3.57M | 3.81% | Trimmed(-6.0%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $131.2M | 3.14M | 3.49% | Added(+2.3%) |
| 10 | V VGES VANGUARD INDEX FDS | $129.8M | 595.5K | 3.45% | Trimmed(-1.6%) |
| 11 | ? N/A ISHARES TR | $124.7M | 1.13M | 3.31% | Added(+1.8%) |
| 12 | ? N/A ISHARES TR | $98.6M | 287.6K | 2.62% | Trimmed(-9.5%) |
| 13 | E ETHA ISHARES TR | $90.2M | 120.4K | 2.40% | Added(+5.5%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $85.6M | 685.8K | 2.27% | Trimmed(-2.4%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $77.1M | 941.4K | 2.05% | Trimmed(-0.6%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $71.7M | 1.48M | 1.91% | Added(+1.6%) |
| 17 | ? N/A ISHARES TR | $70.3M | 789.4K | 1.87% | Added(+1.8%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $69.5M | 1.26M | 1.85% | Trimmed(-0.8%) |
| 19 | E ETHA ISHARES TR | $60.9M | 566.1K | 1.62% | Added(+4.3%) |
| 20 | ? N/A ISHARES TR | $59.8M | 1.18M | 1.59% | Added(+5.5%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $59.7M | 1.75M | 1.59% | Added(+2.9%) |
| 22 | ? N/A VANGUARD SCOTTSDALE FDS | $53.9M | 925.6K | 1.43% | Added(+7.0%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $51.7M | 502.0K | 1.37% | Added(+1.3%) |
| 24 | ? N/A VANGUARD INDEX FDS | $44.9M | 184.8K | 1.19% | Trimmed(-1.1%) |
| 25 | ? N/A VANGUARD MUN BD FDS | $44.2M | 873.9K | 1.17% | Trimmed(-1.3%) |
| 26 | A AAPL APPLE INC | $43.8M | 151.5K | 1.17% | Added(+1.0%) |
| 27 | E ETHA ISHARES INC | $37.2M | 448.5K | 0.99% | Trimmed(-3.9%) |
| 28 | ? N/A ISHARES TR | $35.6M | 1.56M | 0.95% | Trimmed(-1.6%) |
| 29 | ? N/A ISHARES U S ETF TR | $30.9M | 612.5K | 0.82% | Added(+3.8%) |
| 30 | ? N/A INVESCO QQQ TR | $30.5M | 41.4K | 0.81% | Added(+4.1%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $26.9M | 385.5K | 0.72% | Trimmed(-2.2%) |
| 32 | ? N/A ISHARES TR | $26.8M | 540.9K | 0.71% | Added(+2.3%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $26.4M | 321.2K | 0.70% | Trimmed(-0.8%) |
| 34 | E ETHA ISHARES TR | $24.3M | 121.8K | 0.65% | Trimmed(-11.0%) |
| 35 | V VGES VANGUARD INTL EQUITY INDEX F | $22.6M | 377.9K | 0.60% | Added(+11.9%) |
| 36 | ? N/A SPDR SERIES TRUST | $21.4M | 468.3K | 0.57% | Trimmed(-1.7%) |
| 37 | ? N/A VANGUARD INTL EQUITY INDEX F | $16.3M | 104.0K | 0.43% | Added(+1.4%) |
| 38 | ? N/A ISHARES TR | $15.3M | 367.0K | 0.41% | Added(+0.1%) |
| 39 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $13.5M | 18 | 0.36% | Unchanged |
| 40 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $12.7M | 25.3K | 0.34% | Added(+4.6%) |
| 41 | E ETHA ISHARES TR | $12.1M | 40.3K | 0.32% | Trimmed(-2.0%) |
| 42 | G GOOGN ALPHABET INC | $10.8M | 30.2K | 0.29% | Added(+8.6%) |
| 43 | D DIA STATE STR SPDR DOW JONES IND | $9.2M | 17.6K | 0.24% | Unchanged |
| 44 | N NVDA NVIDIA CORPORATION | $9M | 45.0K | 0.24% | Added(+4.4%) |
| 45 | A AXP AMERICAN EXPRESS CO | $9M | 26.6K | 0.24% | Added(+0.3%) |
| 46 | D DE DEERE & CO | $7.6M | 11.9K | 0.20% | Added(+0.8%) |
| 47 | C CASY CASEYS GEN STORES INC | $6.4M | 8.0K | 0.17% | Added(+1.5%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $6M | 73.0K | 0.16% | Added(+246.6%) |
| 49 | M MSFT MICROSOFT CORP | $5.7M | 15.4K | 0.15% | Added(+0.9%) |
| 50 | ? N/A SPDR SERIES TRUST | $5.7M | 119.1K | 0.15% | Trimmed(-1.7%) |