Q3 2026 13F filing
Updated 13 days ago2,048 disclosed positions worth $133.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $4.8M | 12.9K | 3.62% | — |
| 2 | E ISHARES CORE S&P 500 ETF | $1.6M | 2.1K | 1.20% | — |
| 3 | E ISHARES CORE S&P 500 ETF | $1.2M | 1.5K | 0.88% | — |
| 4 | G ALPHABET INC CAP STK CL A | $1.1M | 3.3K | 0.86% | — |
| 5 | V VANGUARD WORLD FD HEALTH CAR ETF | $942K | 3.0K | 0.71% | — |
| 6 | E ISHARES TR 0-3 MNTH TREASRY | $887K | 8.8K | 0.67% | — |
| 7 | E ISHARES TR RUS MID CAP ETF | $796K | 7.5K | 0.60% | — |
| 8 | E ISHARES CORE S&P 500 ETF | $691K | 902 | 0.52% | — |
| 9 | S SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | $641K | 20.4K | 0.48% | — |
| 10 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $585K | 1.6K | 0.44% | — |
| 11 | S SCHWAB STRATEGIC TR US LARGE-CAP ETF | $583K | 19.4K | 0.44% | — |
| 12 | ? N/A FIDELITY ENHANCED LARGE CAP VALUE ETF | $565K | 13.7K | 0.42% | — |
| 13 | F FIDELITY ENHANCED LARGE CAP CORE ETF | $553K | 12.8K | 0.41% | — |
| 14 | A ATN INTL INC COM | $534K | 19.2K | 0.40% | — |
| 15 | V VANGUARD WORLD FUNDS VANGUARD MORNINGSTAR MEGA CAP ETF | $532K | 1.9K | 0.40% | — |
| 16 | S SCHWAB STRATEGIC TR US LARGE-CAP ETF | $522K | 17.4K | 0.39% | — |
| 17 | E ISHARES RUSSELL 1000 INDEX FUND | $486K | 1.2K | 0.36% | — |
| 18 | A APPLE INC | $473K | 1.4K | 0.35% | — |
| 19 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR GROWTH ETF | $467K | 5.2K | 0.35% | — |
| 20 | V VANGUARD WORLD FD INF TECH ETF | $457K | 3.6K | 0.34% | — |
| 21 | S SCHWAB STRATEGIC TR US LARGE-CAP ETF | $453K | 15.1K | 0.34% | — |
| 22 | H HOME DEPOT INC | $436K | 1.5K | 0.33% | — |
| 23 | E ISHARES CORE S&P 500 ETF | $428K | 559 | 0.32% | — |
| 24 | E ISHARES RUSSELL 1000 INDEX FUND | $419K | 1.0K | 0.31% | — |
| 25 | E INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY | $414K | 4.9K | 0.31% | — |
| 26 | E ISHARES TRUST ESG MSCI KLD 400 ETF | $406K | 2.8K | 0.30% | — |
| 27 | Q INVESCO QQQ TR UNIT SER 1 | $404K | 547 | 0.30% | — |
| 28 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR LARGE-CAP ETF | $380K | 1.1K | 0.28% | — |
| 29 | E ISHARES CORE S&P 500 ETF | $378K | 494 | 0.28% | — |
| 30 | A AUTODESK INC | $372K | 1.8K | 0.28% | — |
| 31 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETF | $367K | 1.7K | 0.28% | — |
| 32 | V VANGUARD WHITEHALL FDS INTL HIGH ETF | $365K | 3.6K | 0.27% | — |
| 33 | I INTEL CORP COM USD0.001 | $361K | 3.0K | 0.27% | — |
| 34 | I INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $354K | 2.8K | 0.27% | — |
| 35 | ? N/A INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND | $350K | 6.0K | 0.26% | — |
| 36 | C DIMENSIONAL ETF TRUST INTL CORE EQT MK | $346K | 8.4K | 0.26% | — |
| 37 | V VANGUARD WORLD FD ESG US STK ETF | $345K | 2.5K | 0.26% | — |
| 38 | S SCHWAB STRATEGIC TR US LARGE-CAP ETF | $343K | 11.4K | 0.26% | — |
| 39 | V VANGUARD WORLD FD INF TECH ETF | $343K | 2.7K | 0.26% | — |
| 40 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETF | $340K | 1.6K | 0.25% | — |
| 41 | A APPLE INC | $337K | 1.0K | 0.25% | — |
| 42 | B VANGUARD SPECIALIZED FUNDS DIV APP ETF | $331K | 1.4K | 0.25% | — |
| 43 | I INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | $324K | 4.6K | 0.24% | — |
| 44 | S SCHWAB US LARGE-CAP GROWTH ETF | $323K | 9.0K | 0.24% | — |
| 45 | M MICROSOFT CORP | $323K | 629 | 0.24% | — |
| 46 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETF | $320K | 1.5K | 0.24% | — |
| 47 | S SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | $319K | 10.1K | 0.24% | — |
| 48 | G ALPHABET INC CAP STK CL A | $317K | 920 | 0.24% | — |
| 49 | V VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETF | $311K | 1.4K | 0.23% | — |
| 50 | S SCHWAB STRATEGIC TR US LARGE-CAP ETF | $308K | 10.3K | 0.23% | — |