Q3 2026 13F filing
Updated 23 days ago316 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $530.5M | 1.42M | 14.41% | Added(+0.2%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $205.4M | 2.91M | 5.58% | Added(+0.9%) |
| 3 | V VANGUARD BD INDEX FDS | $184.7M | 2.63M | 5.02% | Added(+3.4%) |
| 4 | E ISHARES TR | $173.3M | 779.8K | 4.71% | Added(+1.8%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $166.9M | 2.95M | 4.53% | Added(+5.0%) |
| 6 | M DIMENSIONAL ETF TRUST | $161.5M | 2.89M | 4.39% | Trimmed(-1.6%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $154.2M | 3.84M | 4.19% | Trimmed(-4.1%) |
| 8 | N DIMENSIONAL ETF TRUST | $142M | 3.61M | 3.85% | Added(+1.2%) |
| 9 | V VANGUARD INDEX FDS | $140.5M | 650.3K | 3.82% | Added(+9.2%) |
| 10 | E ISHARES TR | $125.1M | 1.13M | 3.40% | Added(+0.2%) |
| 11 | E ISHARES TR | $94.6M | 123.5K | 2.57% | Added(+2.6%) |
| 12 | E ISHARES TR | $91.8M | 289.4K | 2.49% | Added(+0.6%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $80.3M | 681.9K | 2.18% | Trimmed(-0.6%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $77.4M | 932.7K | 2.10% | Trimmed(-0.9%) |
| 15 | E ISHARES TR | $71.4M | 797.8K | 1.94% | Added(+1.1%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $68.9M | 1.25M | 1.87% | Trimmed(-0.8%) |
| 17 | E ISHARES TR | $68.1M | 673.6K | 1.85% | Added(+19.0%) |
| 18 | E ISHARES TR | $62.3M | 1.24M | 1.69% | Added(+4.7%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $60.6M | 1.32M | 1.65% | Trimmed(-11.2%) |
| 20 | N DIMENSIONAL ETF TRUST | $60.1M | 1.79M | 1.63% | Added(+2.0%) |
| 21 | V VANGUARD SCOTTSDALE FDS | $56M | 973.5K | 1.52% | Added(+5.2%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $54.8M | 501.3K | 1.49% | Trimmed(-0.1%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $51.6M | 1.11M | 1.40% | — |
| 24 | A APPLE INC | $50.7M | 152.3K | 1.38% | Added(+0.5%) |
| 25 | V VANGUARD INDEX FDS | $41.3M | 178.9K | 1.12% | Trimmed(-3.2%) |
| 26 | V VANGUARD MUN BD FDS | $38.7M | 817.8K | 1.05% | Trimmed(-6.4%) |
| 27 | E ISHARES INC | $37M | 456.2K | 1.01% | Added(+1.7%) |
| 28 | E ISHARES TR | $33.5M | 1.53M | 0.91% | Trimmed(-2.2%) |
| 29 | E ISHARES U S ETF TR | $30.9M | 623.0K | 0.84% | Added(+1.7%) |
| 30 | Q INVESCO QQQ TR | $28.7M | 38.8K | 0.78% | Trimmed(-6.2%) |
| 31 | E ISHARES TR | $27M | 545.8K | 0.73% | Added(+0.9%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $24.9M | 374.6K | 0.68% | Trimmed(-2.8%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $24.6M | 317.5K | 0.67% | Trimmed(-1.1%) |
| 34 | V VANGUARD INTL EQUITY INDEX F | $23.9M | 403.1K | 0.65% | Added(+6.7%) |
| 35 | S SPDR SERIES TRUST | $19.5M | 455.7K | 0.53% | Trimmed(-2.7%) |
| 36 | V VANGUARD INTL EQUITY INDEX F | $16.6M | 104.9K | 0.45% | Added(+0.9%) |
| 37 | E ISHARES TR | $15.9M | 370.2K | 0.43% | Added(+0.9%) |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $13.4M | 18 | 0.37% | Unchanged |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $12.2M | 24.6K | 0.33% | Trimmed(-2.9%) |
| 40 | N NVIDIA CORPORATION | $10.9M | 47.8K | 0.30% | Added(+6.2%) |
| 41 | G ALPHABET INC | $10.4M | 30.1K | 0.28% | Trimmed(-0.3%) |
| 42 | E ISHARES TR | $10.2M | 36.8K | 0.28% | Trimmed(-8.6%) |
| 43 | D STATE STR SPDR DOW JONES IND | $8.9M | 17.6K | 0.24% | Trimmed(-0.1%) |
| 44 | E ISHARES TR | $8.8M | 44.6K | 0.24% | Trimmed(-63.4%) |
| 45 | D DEERE & CO | $8.5M | 12.7K | 0.23% | Added(+6.6%) |
| 46 | M MICROSOFT CORP | $8.5M | 16.6K | 0.23% | Added(+8.0%) |
| 47 | P PALANTIR TECHNOLOGIES INC | $8.2M | 44.0K | 0.22% | Added(+0.7%) |
| 48 | A AMERICAN EXPRESS CO | $8M | 26.4K | 0.22% | Trimmed(-0.6%) |
| 49 | M META PLATFORMS INC | $6.9M | 9.6K | 0.19% | Added(+4.5%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $6.1M | 73.7K | 0.16% | Added(+1.0%) |