Q3 2026 13F filing
Updated 23 days ago77 disclosed positions worth $220.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $28M | 121.3K | 12.70% | Trimmed(-10.1%) |
| 2 | V VANGUARD INDEX FDS | $22.9M | 117.4K | 10.39% | Trimmed(-7.5%) |
| 3 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $21.9M | 710.2K | 9.91% | Trimmed(-2.5%) |
| 4 | V VANGUARD CHARLOTTE FDS | $13.8M | 295.2K | 6.27% | Trimmed(-4.9%) |
| 5 | S SCHWAB STRATEGIC TR | $12.8M | 509.6K | 5.80% | Trimmed(-3.2%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $10.1M | 65.3K | 4.59% | Trimmed(-2.9%) |
| 7 | V VANGUARD INDEX FDS | $10.1M | 27.0K | 4.57% | Trimmed(-5.5%) |
| 8 | S SCHWAB STRATEGIC TR | $10M | 451.3K | 4.52% | Trimmed(-2.3%) |
| 9 | V VANGUARD TAX-MANAGED FDS | $7.2M | 102.1K | 3.26% | Trimmed(-3.4%) |
| 10 | S SCHWAB STRATEGIC TR | $6.9M | 288.8K | 3.12% | Trimmed(-1.3%) |
| 11 | B VANGUARD SPECIALIZED FUNDS | $6.7M | 28.6K | 3.02% | Trimmed(-3.4%) |
| 12 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $5.9M | 501.9K | 2.69% | Trimmed(-43.6%) |
| 13 | ? N/A SCHWAB STRATEGIC TR | $4.6M | 92.9K | 2.10% | Trimmed(-6.0%) |
| 14 | E ISHARES INC | $4.5M | 55.6K | 2.05% | — |
| 15 | B WISDOMTREE TR | $3.6M | 40.9K | 1.61% | Trimmed(-5.3%) |
| 16 | N DIMENSIONAL ETF TRUST | $3.1M | 78.8K | 1.39% | Trimmed(-15.2%) |
| 17 | E ISHARES TR | $2.8M | 56.9K | 1.27% | Trimmed(-8.8%) |
| 18 | S STATE STR SPDR S&P 500 ETF T | $2.8M | 3.7K | 1.26% | Unchanged |
| 19 | V VANGUARD BD INDEX FDS | $2.8M | 39.6K | 1.26% | Trimmed(-14.9%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $2.5M | 30.2K | 1.14% | Trimmed(-3.5%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 34.0K | 1.02% | Trimmed(-1.6%) |
| 22 | S SCHWAB STRATEGIC TR | $2.1M | 41.9K | 0.94% | Trimmed(-6.7%) |
| 23 | A APPLE INC | $2M | 6.1K | 0.92% | Added(+0.1%) |
| 24 | V VANGUARD SCOTTSDALE FDS | $1.9M | 32.8K | 0.85% | Trimmed(-21.4%) |
| 25 | M MICROSOFT CORP | $1.8M | 3.6K | 0.84% | Added(+0.1%) |
| 26 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $1.8M | 136.2K | 0.80% | Trimmed(-3.4%) |
| 27 | J JPMORGAN CHASE & CO | $1.5M | 4.7K | 0.70% | Unchanged |
| 28 | V VANGUARD INDEX FDS | $1.5M | 5.2K | 0.67% | Unchanged |
| 29 | V VANGUARD WORLD FD | $1.4M | 11.4K | 0.65% | Unchanged |
| 30 | N NVIDIA CORPORATION | $1.2M | 5.5K | 0.57% | Unchanged |
| 31 | S SYMBOTIC INC | $1.1M | 26.5K | 0.50% | Unchanged |
| 32 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 18.0K | 0.48% | Trimmed(-4.7%) |
| 33 | G GE AEROSPACE | $839K | 2.7K | 0.38% | Added(+0.0%) |
| 34 | A AUTOMATIC DATA PROCESSING IN | $802K | 3.1K | 0.36% | Added(+0.3%) |
| 35 | V VANGUARD INDEX FDS | $783K | 3.6K | 0.35% | Unchanged |
| 36 | A ABBVIE INC | $718K | 2.7K | 0.33% | Added(+0.4%) |
| 37 | E ISHARES TR | $711K | 928 | 0.32% | Unchanged |
| 38 | V VANGUARD SCOTTSDALE FDS | $668K | 2.0K | 0.30% | Unchanged |
| 39 | G GE VERNOVA INC | $608K | 640 | 0.28% | Unchanged |
| 40 | X EXXONMOBIL HOLDINGS CORP | $574K | 3.5K | 0.26% | — |
| 41 | G ALPHABET INC | $544K | 1.6K | 0.25% | Unchanged |
| 42 | I INTERNATIONAL BUSINESS MACHS | $540K | 2.5K | 0.24% | Unchanged |
| 43 | C CURTISS WRIGHT CORP | $504K | 926 | 0.23% | Unchanged |
| 44 | V VANGUARD STAR FDS | $489K | 5.8K | 0.22% | — |
| 45 | B WISDOMTREE TR | $472K | 10.1K | 0.21% | Unchanged |
| 46 | S SELECT SECTOR SPDR TR | $453K | 2.3K | 0.21% | Unchanged |
| 47 | T VANGUARD INDEX FDS | $446K | 1.3K | 0.20% | Unchanged |
| 48 | G ALPHABET INC | $443K | 1.3K | 0.20% | Unchanged |
| 49 | V VANGUARD INDEX FDS | $426K | 5.4K | 0.19% | Unchanged |
| 50 | B BERKSHIRE HATHAWAY INC DEL | $398K | 800 | 0.18% | Trimmed(-55.6%) |