Q3 2026 13F filing
Updated 17 days ago140 disclosed positions worth $787.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $216M | 308.2K | 27.44% | Added(+1338.1%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $81M | 1.15M | 10.29% | Added(+1439.0%) |
| 3 | E ISHARES TR | $39.1M | 543.6K | 4.97% | Added(+1491.7%) |
| 4 | V VANGUARD WHITEHALL FDS | $35.9M | 231.5K | 4.56% | Added(+2784.1%) |
| 5 | V VANGUARD BD INDEX FDS | $35.1M | 459.7K | 4.46% | Added(+981.0%) |
| 6 | B VANGUARD SPECIALIZED FUNDS | $34.6M | 148.2K | 4.39% | Added(+2689.0%) |
| 7 | V VANGUARD CHARLOTTE FDS | $30.8M | 656.6K | 3.91% | Added(+1022.1%) |
| 8 | E ISHARES TR | $30.1M | 39.4K | 3.83% | Added(+66606.8%) |
| 9 | V VANGUARD INTL EQUITY INDEX F | $19.9M | 335.0K | 2.52% | Added(+1523.2%) |
| 10 | E ISHARES TR | $19.6M | 144.2K | 2.49% | Added(+1439.8%) |
| 11 | V VANGUARD BD INDEX FDS | $19.4M | 265.9K | 2.46% | Added(+991.8%) |
| 12 | V VANGUARD SCOTTSDALE FDS | $19M | 330.4K | 2.42% | Added(+971.3%) |
| 13 | V VANGUARD WORLD FD | $17.1M | 126.1K | 2.17% | Added(+455.6%) |
| 14 | V VANGUARD INDEX FDS | $15.9M | 22.7K | 2.02% | Added(+5.8%) |
| 15 | V VANGUARD WHITEHALL FDS | $14.6M | 144.0K | 1.85% | Added(+2936.7%) |
| 16 | V VANGUARD WHITEHALL FDS | $12.1M | 128.2K | 1.54% | Added(+2715.4%) |
| 17 | A BROADCOM INC | $8.9M | 25.3K | 1.13% | Added(+1.5%) |
| 18 | V VANGUARD INDEX FDS | $8.4M | 22.5K | 1.07% | Added(+10988.7%) |
| 19 | V VANGUARD INDEX FDS | $7.2M | 20.5K | 0.92% | Added(+2518.0%) |
| 20 | A APPLE INC | $6.5M | 19.4K | 0.82% | Added(+12.9%) |
| 21 | V VANGUARD TAX-MANAGED FDS | $5.5M | 77.6K | 0.70% | Added(+4.1%) |
| 22 | V VANGUARD BD INDEX FDS | $5.4M | 77.5K | 0.69% | Added(+553335.7%) |
| 23 | V VANGUARD WORLD FD | $5.1M | 63.5K | 0.65% | Added(+362.1%) |
| 24 | M MICROSOFT CORP | $4.7M | 9.2K | 0.60% | Added(+26938.2%) |
| 25 | V VANGUARD INDEX FDS | $4.2M | 47.1K | 0.54% | Added(+2526.2%) |
| 26 | V VANGUARD WORLD FD | $3.9M | 64.9K | 0.49% | Added(+889.1%) |
| 27 | V VANGUARD BD INDEX FDS | $3.5M | 45.6K | 0.44% | Added(+7.1%) |
| 28 | V VANGUARD SCOTTSDALE FDS | $3.2M | 56.3K | 0.41% | Added(+982.3%) |
| 29 | V VANGUARD WORLD FD | $3M | 22.2K | 0.38% | Trimmed(-2.1%) |
| 30 | V VANGUARD CHARLOTTE FDS | $3M | 63.5K | 0.38% | Added(+8.5%) |
| 31 | L ELI LILLY & CO | $2.8M | 2.4K | 0.35% | Added(+3.7%) |
| 32 | G ALPHABET INC | $2.8M | 8.1K | 0.35% | Added(+21.5%) |
| 33 | V VANGUARD STAR FDS | $2.7M | 31.3K | 0.34% | Added(+1.8%) |
| 34 | E ISHARES TR | $2.6M | 35.8K | 0.33% | Added(+4.8%) |
| 35 | A ABBVIE INC | $2.5M | 9.6K | 0.32% | Added(+1.6%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $2.5M | 4.9K | 0.31% | Added(+166.2%) |
| 37 | N NVIDIA CORPORATION | $2M | 8.7K | 0.25% | Added(+89.2%) |
| 38 | V VANGUARD BD INDEX FDS | $1.9M | 26.5K | 0.24% | Added(+8.7%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $1.9M | 32.5K | 0.24% | Added(+5.4%) |
| 40 | A AMAZON COM INC | $1.7M | 6.8K | 0.22% | Added(+23.7%) |
| 41 | S SCHWAB STRATEGIC TR | $1.6M | 52.1K | 0.20% | Added(+368.6%) |
| 42 | A AMGEN INC | $1.5M | 3.7K | 0.20% | Added(+2.1%) |
| 43 | E ISHARES TR | $1.5M | 14.2K | 0.19% | Added(+23.7%) |
| 44 | E ISHARES TR | $1.4M | 8.5K | 0.18% | Added(+93811.1%) |
| 45 | V VANGUARD MUN BD FDS | $1.4M | 28.9K | 0.17% | Added(+46500.0%) |
| 46 | V VANGUARD INTL EQUITY INDEX F | $1.3M | 22.1K | 0.17% | Added(+7.0%) |
| 47 | E ISHARES TR | $1.3M | 9.6K | 0.17% | Added(+2.5%) |
| 48 | E ISHARES TR | $1.3M | 17.1K | 0.16% | Added(+0.2%) |
| 49 | B VANGUARD SPECIALIZED FUNDS | $1.1M | 4.8K | 0.14% | Trimmed(-9.4%) |
| 50 | V VANGUARD WHITEHALL FDS | $1.1M | 7.1K | 0.14% | Trimmed(-11.0%) |