Q3 2026 13F filing
Updated 17 days ago74 disclosed positions worth $300.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $54.8M | 329.5K | 18.25% | Added(+0.5%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $36.4M | 308.8K | 12.11% | Trimmed(-0.9%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $29.3M | 517.6K | 9.77% | Added(+4.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $27.7M | 253.6K | 9.24% | Added(+0.4%) |
| 5 | E ISHARES TR | $26.2M | 292.7K | 8.73% | Added(+1.3%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $18.5M | 466.7K | 6.18% | Added(+0.5%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $15.7M | 338.7K | 5.24% | Added(+3.6%) |
| 8 | V VANGUARD MALVERN FDS | $11M | 223.6K | 3.67% | Added(+2.1%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $8.8M | 106.0K | 2.93% | Trimmed(-0.7%) |
| 10 | M DIMENSIONAL ETF TRUST | $8.5M | 153.1K | 2.85% | Trimmed(-2.5%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $7.6M | 138.8K | 2.54% | Trimmed(-1.1%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 66.1K | 1.71% | Added(+0.8%) |
| 13 | A APPLE INC | $4.4M | 13.2K | 1.47% | Added(+0.4%) |
| 14 | C CATHAY GEN BANCORP | $3M | 50.5K | 1.00% | Added(0.0%) |
| 15 | C CARVANA CO | $2.8M | 45.0K | 0.94% | Trimmed(-0.1%) |
| 16 | N NVIDIA CORPORATION | $2.4M | 10.4K | 0.79% | Added(+0.9%) |
| 17 | M MICROSOFT CORP | $2.3M | 4.4K | 0.75% | Added(+47.0%) |
| 18 | B WISDOMTREE TR | $2.1M | 22.0K | 0.71% | Added(+0.1%) |
| 19 | E ISHARES TR | $1.8M | 73.0K | 0.59% | Added(+2.5%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 22.1K | 0.49% | Trimmed(-0.6%) |
| 21 | A AMAZON COM INC | $1.4M | 5.8K | 0.48% | Added(+0.7%) |
| 22 | V VANGUARD BD INDEX FDS | $1.4M | 18.5K | 0.47% | Added(+0.9%) |
| 23 | S SCHWAB STRATEGIC TR | $1.3M | 44.7K | 0.45% | Unchanged |
| 24 | E ISHARES INC | $1.2M | 14.6K | 0.40% | Added(+0.1%) |
| 25 | E ISHARES TR | $1.2M | 1.5K | 0.38% | Added(+0.3%) |
| 26 | B WISDOMTREE TR | $1.1M | 15.4K | 0.38% | Trimmed(-0.3%) |
| 27 | E ISHARES TR | $979K | 7.2K | 0.33% | Unchanged |
| 28 | V VANGUARD BD INDEX FDS | $875K | 12.0K | 0.29% | Added(+2.4%) |
| 29 | B WISDOMTREE TR | $862K | 22.7K | 0.29% | Added(+0.6%) |
| 30 | U UNITED PARCEL SVCS INC | $795K | 8.5K | 0.26% | Added(+0.1%) |
| 31 | S SOUTHERN CO | $782K | 9.4K | 0.26% | — |
| 32 | G ALPHABET INC | $769K | 2.2K | 0.26% | Trimmed(-0.9%) |
| 33 | G ALPHABET INC | $726K | 2.1K | 0.24% | Trimmed(-2.4%) |
| 34 | D DISNEY WALT CO | $709K | 6.8K | 0.24% | Added(+0.1%) |
| 35 | Q INVESCO QQQ TR | $699K | 944 | 0.23% | Unchanged |
| 36 | J JPMORGAN CHASE & CO | $695K | 2.1K | 0.23% | Added(+0.4%) |
| 37 | E ISHARES TR | $682K | 7.0K | 0.23% | Unchanged |
| 38 | M MARSH & MCLENNAN COS INC | $661K | 3.9K | 0.22% | Added(+0.3%) |
| 39 | ? N/A MORGAN STANLEY ETF TRUST | $656K | 7.9K | 0.22% | Trimmed(-1.8%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $630K | 1.3K | 0.21% | Added(+0.6%) |
| 41 | A BROADCOM INC | $628K | 1.8K | 0.21% | Added(+0.9%) |
| 42 | E ISHARES TR | $601K | 2.2K | 0.20% | Added(+0.5%) |
| 43 | B WISDOMTREE TR | $595K | 6.1K | 0.20% | Added(+5.9%) |
| 44 | M META PLATFORMS INC | $575K | 793 | 0.19% | Trimmed(-9.6%) |
| 45 | S STATE STR SPDR S&P 500 ETF T | $562K | 737 | 0.19% | Unchanged |
| 46 | ? N/A MORGAN STANLEY ETF TRUST | $521K | 5.5K | 0.17% | Added(+0.1%) |
| 47 | T TESLA INC | $458K | 1.3K | 0.15% | Trimmed(-17.6%) |
| 48 | S SCHWAB STRATEGIC TR | $444K | 17.6K | 0.15% | Added(+14.9%) |
| 49 | M MICRON TECHNOLOGY INC | $429K | 403 | 0.14% | Added(+4.1%) |
| 50 | E ISHARES TR | $409K | 3.3K | 0.14% | Added(+0.1%) |