Q2 2026 13F filing
Updated 31 days ago355 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $560.7M | 12.64M | 31.06% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $167.5M | 4.49M | 9.28% | — |
| 3 | E ETHA ISHARES TR | $97.7M | 986.6K | 5.41% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $92.5M | 2.28M | 5.12% | — |
| 5 | D DIOD DIMENSIONAL ETF TRUST | $69.8M | 1.89M | 3.87% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $48.9M | 1.17M | 2.71% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $41.7M | 508.9K | 2.31% | — |
| 8 | V VGES VANGUARD SCOTTSDALE FDS | $24.5M | 310.5K | 1.36% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $23.2M | 181.1K | 1.29% | — |
| 10 | E ETHA ISHARES TR | $22.8M | 53.5K | 1.26% | — |
| 11 | V VGES VANGUARD BD INDEX FDS | $20.9M | 284.5K | 1.16% | — |
| 12 | V VGES VANGUARD SCOTTSDALE FDS | $19.9M | 240.3K | 1.10% | — |
| 13 | A AAPL APPLE INC | $19.3M | 66.7K | 1.07% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $16.4M | 165.4K | 0.91% | — |
| 15 | V VGES VANGUARD INDEX FDS | $16M | 43.4K | 0.89% | — |
| 16 | V VGES VANGUARD CHARLOTTE FDS | $14.7M | 304.1K | 0.82% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $14.5M | 175.1K | 0.80% | — |
| 18 | ? N/A GLOBAL X FDS | $13.3M | 250.2K | 0.74% | — |
| 19 | E ETHA ISHARES TR | $11M | 113.5K | 0.61% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $10M | 181.8K | 0.55% | — |
| 21 | ? N/A AMERICAN CENTY ETF TR | $9.8M | 78.4K | 0.54% | — |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $9.7M | 29.3K | 0.54% | — |
| 23 | M MSFT MICROSOFT CORP | $9.7M | 26.0K | 0.54% | — |
| 24 | L LIFX LIFE360 INC | $9.6M | 173.3K | 0.53% | — |
| 25 | N NVDA NVIDIA CORPORATION | $9.5M | 47.2K | 0.52% | — |
| 26 | ? N/A J P MORGAN EXCHANGE TRADED F | $8.5M | 170.2K | 0.47% | — |
| 27 | E ETHA ISHARES TR | $8.3M | 66.9K | 0.46% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $7.9M | 81.8K | 0.44% | — |
| 29 | G GOOGN ALPHABET INC | $7.5M | 21.0K | 0.42% | — |
| 30 | A AMZN AMAZON COM INC | $7.1M | 29.9K | 0.39% | — |
| 31 | ? N/A AMERICAN CENTY ETF TR | $7M | 78.7K | 0.39% | — |
| 32 | S SCHW-PJ SCHWAB STRATEGIC TR | $6.8M | 258.1K | 0.38% | — |
| 33 | E ETHA ISHARES INC | $6.7M | 81.4K | 0.37% | — |
| 34 | ? N/A FLEXSHARES TR | $6.7M | 24.2K | 0.37% | — |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 90.7K | 0.35% | — |
| 36 | V VGES VANGUARD INSTL INDEX FD | $6.3M | 82.9K | 0.35% | — |
| 37 | E ETHA ISHARES TR | $6.2M | 121.8K | 0.34% | — |
| 38 | S SPY STATE STR SPDR S&P 500 ETF T | $6.1M | 8.2K | 0.34% | — |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $6M | 208.8K | 0.34% | — |
| 40 | ? N/A AMERICAN CENTY ETF TR | $6M | 58.4K | 0.33% | — |
| 41 | E ETHA ISHARES TR | $6M | 59.2K | 0.33% | — |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $5.5M | 122.7K | 0.31% | — |
| 43 | T TKR 2023 ETF SERIES TRUST | $5.5M | 169.9K | 0.30% | — |
| 44 | B BLK ISHARES TR | $5.4M | 66.1K | 0.30% | — |
| 45 | E ETHA ISHARES TR | $5.4M | 50.3K | 0.30% | — |
| 46 | ? N/A AMERICAN CENTY ETF TR | $5.2M | 56.6K | 0.29% | — |
| 47 | ? N/A AMERICAN CENTY ETF TR | $5.1M | 77.6K | 0.28% | — |
| 48 | G GOOGN ALPHABET INC | $5.1M | 14.3K | 0.28% | — |
| 49 | V VGES VANGUARD BD INDEX FDS | $4.9M | 98.1K | 0.27% | — |
| 50 | B BX VANGUARD SPECIALIZED FUNDS | $4.9M | 20.5K | 0.27% | — |