Q3 2026 13F filing
Updated 3 days ago95 disclosed positions worth $321.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $77.2M | 930.1K | 24.02% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $24M | 516.3K | 7.46% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $23.9M | 595.8K | 7.44% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $22.6M | 601.8K | 7.04% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $21.2M | 419.6K | 6.59% | — |
| 6 | H DIMENSIONAL ETF TRUST | $13M | 324.1K | 4.04% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $9.7M | 217.6K | 3.01% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $8.4M | 210.9K | 2.61% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $8M | 184.2K | 2.48% | — |
| 10 | V VANGUARD MALVERN FDS | $7.9M | 160.8K | 2.46% | — |
| 11 | V VANGUARD INSTL INDEX FD | $7.4M | 97.3K | 2.29% | — |
| 12 | N DIMENSIONAL ETF TRUST | $7.1M | 212.0K | 2.22% | — |
| 13 | D DIMENSIONAL ETF TRUST | $6.8M | 185.0K | 2.13% | — |
| 14 | E BLACKROCK ETF TRUST II | $6.8M | 134.2K | 2.12% | — |
| 15 | P PIMCO ETF TR | $6.4M | 250.3K | 1.98% | — |
| 16 | S SPACE EXPLORATION TECHN CORP | $6.1M | 40.5K | 1.90% | — |
| 17 | N NVIDIA CORPORATION | $4.5M | 19.6K | 1.39% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 103.8K | 1.33% | — |
| 19 | C DIMENSIONAL ETF TRUST | $4.2M | 100.2K | 1.32% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $3.4M | 125.6K | 1.06% | — |
| 21 | M META PLATFORMS INC | $2.9M | 4.0K | 0.91% | — |
| 22 | L LAM RESEARCH CORP | $2.6M | 7.9K | 0.80% | — |
| 23 | G ALPHABET INC | $1.9M | 5.4K | 0.58% | — |
| 24 | A APPLE INC | $1.8M | 5.3K | 0.55% | — |
| 25 | ? N/A EA SERIES TRUST | $1.8M | 29.9K | 0.55% | — |
| 26 | A AMAZON COM INC | $1.6M | 6.3K | 0.49% | — |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 28.2K | 0.42% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 11.0K | 0.40% | — |
| 29 | M MICROSOFT CORP | $1.3M | 2.5K | 0.39% | — |
| 30 | E INVESCO EXCHANGE TRADED FD T | $1.2M | 14.6K | 0.38% | — |
| 31 | C COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.36% | — |
| 32 | E ISHARES TR | $1.2M | 12.0K | 0.36% | — |
| 33 | E ISHARES TR | $1.2M | 6.9K | 0.36% | — |
| 34 | E ISHARES TR | $1.1M | 10.9K | 0.34% | — |
| 35 | A BROADCOM INC | $985K | 2.8K | 0.31% | — |
| 36 | A ADVANCED MICRO DEVICES INC | $973K | 1.6K | 0.30% | — |
| 37 | C DIMENSIONAL ETF TRUST | $948K | 22.9K | 0.29% | — |
| 38 | T TESLA INC | $879K | 2.5K | 0.27% | — |
| 39 | V VANGUARD INDEX FDS | $777K | 1.1K | 0.24% | — |
| 40 | M MICRON TECHNOLOGY INC | $776K | 729 | 0.24% | — |
| 41 | ? N/A AMERICAN CENTY ETF TR | $754K | 8.3K | 0.23% | — |
| 42 | E ISHARES TR | $725K | 947 | 0.23% | — |
| 43 | G ALPHABET INC | $710K | 2.1K | 0.22% | — |
| 44 | ? N/A AMERICAN CENTY ETF TR | $634K | 6.7K | 0.20% | — |
| 45 | ? N/A AMERICAN CENTY ETF TR | $628K | 7.0K | 0.20% | — |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $624K | 12.0K | 0.19% | — |
| 47 | P PALO ALTO NETWORKS INC | $618K | 1.6K | 0.19% | — |
| 48 | ? N/A EA SERIES TRUST | $604K | 6.7K | 0.19% | — |
| 49 | ? N/A AMERICAN CENTY ETF TR | $592K | 4.6K | 0.18% | — |
| 50 | L ELI LILLY & CO | $582K | 503 | 0.18% | — |