Q3 2026 13F filing
Updated 4 days ago441 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $252M | 359.5K | 22.22% | — |
| 2 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $162.8M | 435.0K | 14.35% | — |
| 3 | V VANGUARD EXTENDED MARKET ETF | $150.9M | 651.5K | 13.31% | — |
| 4 | V VANGUARD TOTAL INTERNATIONAL STOCK ETF | $116.6M | 1.37M | 10.28% | — |
| 5 | V VANGUARD MORNINGSTAR VALUE ETF | $74.2M | 343.4K | 6.54% | — |
| 6 | V VANGUARD MORNINGSTAR GROWTH ETF | $63.1M | 700.8K | 5.57% | — |
| 7 | S SCHWAB U.S. LARGE-CAP ETF | $38.5M | 1.28M | 3.40% | — |
| 8 | V VANGUARD SHORT-TERM TAX EXEMPT BD ETF | $35.6M | 361.2K | 3.14% | — |
| 9 | V VANGUARD TAX-EXEMPT BOND ETF | $31M | 654.2K | 2.73% | — |
| 10 | E ISHARES TR CORE S&P TTL STK | $22.5M | 135.4K | 1.99% | — |
| 11 | V VANGUARD INTERMEDIATE-TERM TREASURY ETF | $19.9M | 350.6K | 1.75% | — |
| 12 | V VANGUARD LONG-TERM TREASURY ETF | $18.3M | 364.5K | 1.61% | — |
| 13 | V VANGUARD FTSE EMERGING MARKETS ETF | $17.3M | 291.5K | 1.52% | — |
| 14 | S SCHWAB INTERNATIONAL EQUITY ETF | $12.1M | 439.0K | 1.06% | — |
| 15 | S SCHWAB U.S. LARGE-CAP GROWTH ETF | $7.7M | 214.8K | 0.68% | — |
| 16 | V VANGUARD HIGH DIVIDEND YIELD ETF | $7.6M | 48.7K | 0.67% | — |
| 17 | E ISHARES TR CORE MSCI TOTAL | $7.4M | 77.6K | 0.65% | — |
| 18 | B VANGUARD DIVIDEND APPRECIATION ETF | $7.3M | 31.4K | 0.65% | — |
| 19 | S SCHWAB U.S. MID-CAP ETF | $6.4M | 189.3K | 0.57% | — |
| 20 | V VANGUARD MORNINGSTAR MID-CAP ETF | $5.9M | 75.6K | 0.52% | — |
| 21 | V VANGUARD SMALL-CAP INDEX FUND ETF SHARES | $5.5M | 19.2K | 0.48% | — |
| 22 | S SCHWAB EMERGING MARKETS EQUITY ETF | $4.8M | 132.1K | 0.42% | — |
| 23 | S SCHWAB U.S. SMALL-CAP ETF | $4.1M | 127.1K | 0.37% | — |
| 24 | S SCHWAB U.S. BROAD MARKET ETF | $3.3M | 113.8K | 0.29% | — |
| 25 | J JPMORGAN CHASE & COMPANY | $3.3M | 9.9K | 0.29% | — |
| 26 | X EXXONMOBIL HOLDINGS CORPORATION COM SHS | $2.8M | 17.1K | 0.25% | — |
| 27 | C CISCO SYSTEMS INCORPORATED | $2.6M | 24.0K | 0.23% | — |
| 28 | P PROCTER & GAMBLE COMPANY | $2.5M | 17.0K | 0.22% | — |
| 29 | B BANK OF AMER CORPORATION | $2.3M | 42.2K | 0.20% | — |
| 30 | C CHEVRON CORPORATION | $2.2M | 10.8K | 0.19% | — |
| 31 | C CINTAS CORPORATION | $2M | 10.1K | 0.17% | — |
| 32 | D DEERE & COMPANY | $1.8M | 2.7K | 0.16% | — |
| 33 | Q QUALCOMM INCORPORATED | $1.6M | 8.7K | 0.14% | — |
| 34 | L ELI LILLY & COMPANY | $1.6M | 1.4K | 0.14% | — |
| 35 | W WILLIAMS SONOMA INCORPORATED | $1.6M | 6.8K | 0.14% | — |
| 36 | J JOHNSON & JOHNSON | $1.5M | 5.8K | 0.14% | — |
| 37 | A APPLE INCORPORATED | $1.5M | 4.4K | 0.13% | — |
| 38 | G GILEAD SCIENCES INCORPORATED | $1.4M | 9.5K | 0.12% | — |
| 39 | C CATERPILLAR INCORPORATED | $1.4M | 1.7K | 0.12% | — |
| 40 | S SOUTHERN COMPANY | $1.4M | 16.9K | 0.12% | — |
| 41 | K COCA COLA COMPANY | $1.4M | 15.8K | 0.12% | — |
| 42 | B BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | $1.3M | 15.6K | 0.12% | — |
| 43 | V VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.3M | 16.7K | 0.11% | — |
| 44 | C CITIGROUP INCORPORATED COM NEW | $1.3M | 9.7K | 0.11% | — |
| 45 | C COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.10% | — |
| 46 | T TESLA INCORPORATED | $1M | 2.8K | 0.09% | — |
| 47 | V VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $998K | 12.7K | 0.09% | — |
| 48 | G ALPHABET INCORPORATED CAP STK CLASS A | $886K | 2.6K | 0.08% | — |
| 49 | W WALMART INCORPORATED | $772K | 7.4K | 0.07% | — |
| 50 | E ISHARES TR CORE S&P500 ETF | $770K | 1.0K | 0.07% | — |