Q3 2026 13F filing
Updated 16 days ago65 disclosed positions worth $161.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INTL EQUITY INDEX F | $20.1M | 242.0K | 12.41% | — |
| 2 | V VANGUARD INDEX FDS | $18.2M | 25.9K | 11.23% | — |
| 3 | V VANGUARD INDEX FDS | $11.4M | 49.2K | 7.03% | — |
| 4 | ? N/A EA SERIES TRUST | $8.1M | 163.3K | 4.98% | — |
| 5 | V VANGUARD INDEX FDS | $7.5M | 38.6K | 4.66% | — |
| 6 | V VANGUARD SCOTTSDALE FDS | $6.1M | 55.9K | 3.76% | — |
| 7 | V VANGUARD INTL EQUITY INDEX F | $5.8M | 36.9K | 3.60% | — |
| 8 | E INVESCO EXCH TRADED FD TR II | $5.2M | 17.2K | 3.24% | — |
| 9 | V VANGUARD ADMIRAL FDS INC | $4.9M | 44.8K | 3.05% | — |
| 10 | I INVESCO EXCHANGE TRADED FD T | $4.7M | 22.4K | 2.88% | — |
| 11 | V VANGUARD INDEX FDS | $4.6M | 12.2K | 2.81% | — |
| 12 | E ISHARES INC | $4.1M | 41.3K | 2.53% | — |
| 13 | Q INVESCO QQQ TR | $3.8M | 5.2K | 2.36% | — |
| 14 | S STATE STR SPDR S&P 500 ETF T | $3.8M | 5.0K | 2.35% | — |
| 15 | V VANGUARD SCOTTSDALE FDS | $3.7M | 48.0K | 2.29% | — |
| 16 | A ALPS ETF TR | $3.6M | 69.7K | 2.23% | — |
| 17 | V VANGUARD INDEX FDS | $3M | 13.9K | 1.86% | — |
| 18 | V VANGUARD TAX-MANAGED FDS | $2.9M | 40.5K | 1.77% | — |
| 19 | V VANGUARD BD INDEX FDS | $2.5M | 36.0K | 1.56% | — |
| 20 | V VANGUARD WHITEHALL FDS | $2.5M | 16.0K | 1.54% | — |
| 21 | V VANGUARD MALVERN FDS | $2.5M | 50.3K | 1.53% | — |
| 22 | A APPLE INC | $2.2M | 6.5K | 1.33% | — |
| 23 | V VANGUARD INTL EQUITY INDEX F | $2M | 33.1K | 1.21% | — |
| 24 | ? N/A GLOBAL X FDS | $1.9M | 109.4K | 1.19% | — |
| 25 | G WORLD GOLD TR | $1.9M | 23.0K | 1.17% | — |
| 26 | V VANGUARD SCOTTSDALE FDS | $1.5M | 26.4K | 0.94% | — |
| 27 | S ABRDN SILVER ETF TRUST | $1.4M | 24.4K | 0.87% | — |
| 28 | V VANGUARD INDEX FDS | $1.4M | 4.8K | 0.85% | — |
| 29 | E ISHARES TR | $1.4M | 18.1K | 0.84% | — |
| 30 | V VANGUARD INDEX FDS | $1.3M | 16.7K | 0.81% | — |
| 31 | B VANGUARD SPECIALIZED FUNDS | $1.1M | 4.9K | 0.71% | — |
| 32 | ? N/A INVESCO ACTVELY MNGD ETC FD | $987K | 26.3K | 0.61% | — |
| 33 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $929K | 19.9K | 0.57% | — |
| 34 | V VANGUARD ADMIRAL FDS INC | $927K | 7.3K | 0.57% | — |
| 35 | G GOLDMAN SACHS GROUP INC | $881K | 979 | 0.54% | — |
| 36 | M MICROSOFT CORP | $879K | 1.7K | 0.54% | — |
| 37 | ? N/A EA SERIES TRUST | $772K | 15.6K | 0.48% | — |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $734K | 1.5K | 0.45% | — |
| 39 | V VANGUARD SCOTTSDALE FDS | $694K | 12.3K | 0.43% | — |
| 40 | V VANGUARD INDEX FDS | $680K | 7.5K | 0.42% | — |
| 41 | J JPMORGAN CHASE & CO | $623K | 1.9K | 0.39% | — |
| 42 | E ISHARES TR | $608K | 12.1K | 0.38% | — |
| 43 | S SELECT SECTOR SPDR TR | $574K | 9.3K | 0.35% | — |
| 44 | ? N/A ISHARES TR | $555K | 12.3K | 0.34% | — |
| 45 | V VANGUARD WORLD FD | $540K | 3.2K | 0.33% | — |
| 46 | ? N/A SCHWAB STRATEGIC TR | $530K | 5.3K | 0.33% | — |
| 47 | D STATE STR SPDR DOW JONES IND | $516K | 1.0K | 0.32% | — |
| 48 | E ISHARES TR | $495K | 647 | 0.31% | — |
| 49 | V VANGUARD SCOTTSDALE FDS | $432K | 5.5K | 0.27% | — |
| 50 | A AMAZON COM INC | $426K | 1.7K | 0.26% | — |