Q3 2026 13F filing
Updated 21 days ago64 disclosed positions worth $124M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $8.3M | 91.8K | 6.67% | Added(+2.1%) |
| 2 | B VANGUARD SPECIALIZED FUNDS | $6M | 25.6K | 4.81% | Added(+2.6%) |
| 3 | E ISHARES TR | $5.9M | 7.7K | 4.77% | Added(+3.2%) |
| 4 | V VANGUARD INDEX FDS | $5.8M | 16.4K | 4.65% | Added(+1.3%) |
| 5 | V VANGUARD WHITEHALL FDS | $4.7M | 30.0K | 3.76% | Added(+1.1%) |
| 6 | V VANGUARD BD INDEX FDS | $4.6M | 60.1K | 3.70% | Added(+5.0%) |
| 7 | V VANGUARD INDEX FDS | $3.8M | 17.7K | 3.09% | Added(+4.2%) |
| 8 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.8M | 189.7K | 3.08% | Added(+1.6%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.8M | 192.3K | 3.03% | Added(+2.2%) |
| 10 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.7M | 201.8K | 2.96% | Added(+1.6%) |
| 11 | T VANGUARD INDEX FDS | $3.6M | 10.7K | 2.92% | Added(+2.0%) |
| 12 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.6M | 182.9K | 2.88% | Added(+1.0%) |
| 13 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.4M | 213.5K | 2.78% | Added(+1.7%) |
| 14 | Q INVESCO QQQ TR | $3.3M | 4.4K | 2.63% | Added(+2.0%) |
| 15 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.2M | 205.3K | 2.61% | Added(+1.4%) |
| 16 | V VANGUARD WHITEHALL FDS | $3.2M | 33.6K | 2.56% | Added(+2.2%) |
| 17 | E ISHARES TR | $3.2M | 32.8K | 2.56% | Added(+1.2%) |
| 18 | I INVESCO EXCH TRD SLF IDX FD | $3.1M | 158.7K | 2.51% | Added(+0.7%) |
| 19 | I INVESCO EXCH TRD SLF IDX FD | $2.9M | 145.8K | 2.35% | Added(+3.0%) |
| 20 | V VANGUARD INDEX FDS | $2.9M | 32.4K | 2.34% | Added(+3.6%) |
| 21 | P PROCTER & GAMBLE CO | $2.8M | 19.2K | 2.25% | Added(+31.9%) |
| 22 | E ISHARES TR | $2.7M | 91.4K | 2.18% | Added(+1.9%) |
| 23 | V VANGUARD INDEX FDS | $2.7M | 9.3K | 2.14% | Added(+2.4%) |
| 24 | V VANGUARD INDEX FDS | $2.4M | 3.4K | 1.92% | Added(+0.1%) |
| 25 | I INVESCO EXCH TRD SLF IDX FD | $2.2M | 111.4K | 1.75% | Added(+3.6%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $2M | 34.6K | 1.65% | Added(+3.2%) |
| 27 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.9M | 98.6K | 1.53% | Added(+5.3%) |
| 28 | V VANGUARD INDEX FDS | $1.9M | 8.1K | 1.51% | Added(+5.3%) |
| 29 | E ISHARES TR | $1.9M | 8.1K | 1.49% | Unchanged |
| 30 | C DIMENSIONAL ETF TRUST | $1.8M | 44.2K | 1.48% | Added(+3.0%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 36.4K | 1.18% | Added(+4.1%) |
| 32 | E FIDELITY COVINGTON TRUST | $1.4M | 32.0K | 1.16% | Added(+3.6%) |
| 33 | E ISHARES TR | $1.3M | 8.6K | 1.06% | Trimmed(-0.4%) |
| 34 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.94% | Trimmed(-0.3%) |
| 35 | C CHEVRON CORPORATION | $1.1M | 5.5K | 0.91% | Added(+0.3%) |
| 36 | E ISHARES U S ETF TR | $1M | 20.1K | 0.81% | Trimmed(-4.4%) |
| 37 | A APPLE INC | $926K | 2.8K | 0.75% | Trimmed(-3.5%) |
| 38 | V VANGUARD WHITEHALL FDS | $903K | 8.9K | 0.73% | Unchanged |
| 39 | N DIMENSIONAL ETF TRUST | $838K | 21.3K | 0.68% | Added(+16.0%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.60% | Unchanged |
| 41 | V VANGUARD BD INDEX FDS | $656K | 13.2K | 0.53% | Trimmed(-2.0%) |
| 42 | B WISDOMTREE TR | $604K | 15.9K | 0.49% | Added(+1.3%) |
| 43 | I INVESCO EXCHANGE TRADED FD T | $510K | 2.5K | 0.41% | Trimmed(-0.8%) |
| 44 | ? N/A ISHARES TR | $486K | 5.1K | 0.39% | Unchanged |
| 45 | G ALPHABET INC | $468K | 1.4K | 0.38% | Added(+0.7%) |
| 46 | M MICROSOFT CORP | $463K | 903 | 0.37% | Trimmed(-5.3%) |
| 47 | V VANGUARD WORLD FD | $461K | 3.7K | 0.37% | Unchanged |
| 48 | N NVIDIA CORPORATION | $428K | 1.9K | 0.35% | Trimmed(-0.6%) |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $391K | 5.0K | 0.32% | Added(+12.0%) |
| 50 | A BROADCOM INC | $343K | 977 | 0.28% | Trimmed(-7.5%) |