Q2 2026 13F filing
Updated 25 days ago121 disclosed positions worth $144.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INTL EQUITY INDEX F | $11M | 124.5K | 7.61% | — |
| 2 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.8M | 265.7K | 5.40% | — |
| 3 | J JPM-PM JPMORGAN CHASE & CO | $7.6M | 23.3K | 5.26% | — |
| 4 | A APWC VANGUARD INTL EQUITY INDEX F | $5.9M | 51.0K | 4.08% | — |
| 5 | F FIS FIDELITY COVINGTON TRUST | $5.3M | 18.4K | 3.64% | — |
| 6 | S STT-PG SELECT SECTOR SPDR TR | $4.8M | 24.9K | 3.28% | — |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.5M | 124.3K | 3.11% | — |
| 8 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.8M | 103.6K | 2.64% | — |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.6M | 75.5K | 2.51% | — |
| 10 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.6M | 72.9K | 1.82% | — |
| 11 | G GOOGN ALPHABET INC | $2.5M | 7.0K | 1.72% | — |
| 12 | V VGES VANGUARD WORLD FD | $2.4M | 20.5K | 1.69% | — |
| 13 | V VGES VANGUARD INTL EQUITY INDEX F | $2.4M | 39.9K | 1.64% | — |
| 14 | F FIS FIDELITY COVINGTON TRUST | $2.4M | 30.9K | 1.64% | — |
| 15 | V VGES VANGUARD INDEX FDS | $2.2M | 11.3K | 1.54% | — |
| 16 | V VGES VANGUARD INDEX FDS | $2.1M | 8.6K | 1.44% | — |
| 17 | V VGES VANGUARD INDEX FDS | $2M | 6.6K | 1.40% | — |
| 18 | T THQ VANGUARD INDEX FDS | $2M | 5.5K | 1.38% | — |
| 19 | F FIS FIDELITY COVINGTON TRUST | $2M | 25.8K | 1.38% | — |
| 20 | ? N/A FIDELITY COVINGTON TRUST | $2M | 19.3K | 1.37% | — |
| 21 | E ETHA ISHARES TR | $1.9M | 25.6K | 1.33% | — |
| 22 | S STT-PG SELECT SECTOR SPDR TR | $1.9M | 35.5K | 1.32% | — |
| 23 | N NVDA NVIDIA CORPORATION | $1.7M | 8.7K | 1.20% | — |
| 24 | V VGES VANGUARD INTL EQUITY INDEX F | $1.7M | 10.9K | 1.16% | — |
| 25 | ? N/A FIDELITY COVINGTON TRUST | $1.6M | 16.5K | 1.13% | — |
| 26 | E ETHA ISHARES TR | $1.5M | 18.9K | 1.07% | — |
| 27 | ? N/A FIDELITY COVINGTON TRUST | $1.5M | 21.1K | 1.01% | — |
| 28 | V VGES VANGUARD WORLD FD | $1.4M | 3.6K | 0.99% | — |
| 29 | A AMZN AMAZON COM INC | $1.4M | 5.7K | 0.94% | — |
| 30 | S STT-PG SELECT SECTOR SPDR TR | $1.3M | 8.0K | 0.88% | — |
| 31 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $1.3M | 22.4K | 0.88% | — |
| 32 | V VLO VANGUARD WORLD FD | $1.2M | 4.0K | 0.82% | — |
| 33 | V VGES VANGUARD WORLD FD | $1.2M | 3.2K | 0.80% | — |
| 34 | ? N/A FIDELITY COVINGTON TRUST | $1.1M | 21.2K | 0.77% | — |
| 35 | E ETHA ISHARES TR | $1.1M | 7.6K | 0.77% | — |
| 36 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.1M | 2.2K | 0.76% | — |
| 37 | S STT-PG SELECT SECTOR SPDR TR | $1.1M | 5.8K | 0.74% | — |
| 38 | V VGES VANGUARD WORLD FD | $1.1M | 8.1K | 0.74% | — |
| 39 | A AAPL APPLE INC | $1M | 3.6K | 0.72% | — |
| 40 | U UNH UNITEDHEALTH GROUP INC | $1M | 2.4K | 0.70% | — |
| 41 | M MDY SPDR INDEX SHS FDS | $1M | 13.5K | 0.69% | — |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $966K | 34.9K | 0.67% | — |
| 43 | A AVGO BROADCOM INC | $948K | 2.5K | 0.66% | — |
| 44 | E ETHA ISHARES TR | $928K | 5.6K | 0.64% | — |
| 45 | C CSCO CISCO SYS INC | $926K | 7.9K | 0.64% | — |
| 46 | V VGES VANGUARD INSTL INDEX FD | $891K | 11.8K | 0.62% | — |
| 47 | X XOM EXXON MOBIL CORP | $870K | 6.4K | 0.60% | — |
| 48 | V VGES VANGUARD INTL EQUITY INDEX F | $854K | 19.1K | 0.59% | — |
| 49 | S STT-PG SELECT SECTOR SPDR TR | $848K | 7.2K | 0.59% | — |
| 50 | A AAPL SELECT SECTOR SPDR TR | $845K | 10.2K | 0.58% | — |