Q3 2026 13F filing
Updated 13 days ago372 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $245.1M | 320.0K | 13.40% | Added(+7928.9%) |
| 2 | V VANGUARD INDEX FDS | $172.5M | 460.9K | 9.43% | Added(+21510.3%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $78.7M | 1.11M | 4.30% | Added(+2712.9%) |
| 4 | A APPLE INC | $58.8M | 176.6K | 3.22% | Added(+5419.4%) |
| 5 | S SPDR SERIES TRUST | $54.7M | 594.6K | 2.99% | Added(+3023.7%) |
| 6 | N NVIDIA CORPORATION | $53.7M | 235.0K | 2.93% | Added(+6250.8%) |
| 7 | V VANGUARD BD INDEX FDS | $45.2M | 644.9K | 2.47% | Added(+6406.5%) |
| 8 | P PIMCO ETF TR | $38.8M | 446.2K | 2.12% | Added(+1161.2%) |
| 9 | G ALPHABET INC | $37.8M | 109.9K | 2.07% | Added(+6235.4%) |
| 10 | V VANGUARD INDEX FDS | $36.6M | 158.0K | 2.00% | Added(+4357.9%) |
| 11 | M MICROSOFT CORP | $35M | 68.3K | 1.92% | Added(+9655.1%) |
| 12 | S SCHWAB STRATEGIC TR | $34.6M | 1.18M | 1.89% | Added(+1585.1%) |
| 13 | E ISHARES TR | $31.8M | 314.8K | 1.74% | Added(+336.1%) |
| 14 | A BROADCOM INC | $29.6M | 84.2K | 1.62% | Added(+4644.1%) |
| 15 | V VANGUARD INTL EQUITY INDEX F | $26.6M | 448.8K | 1.46% | Added(+2897.1%) |
| 16 | J JPMORGAN CHASE & CO | $23.8M | 72.0K | 1.30% | Added(+3384.1%) |
| 17 | L ELI LILLY & CO | $23.8M | 20.6K | 1.30% | Added(+414.3%) |
| 18 | A AMAZON COM INC | $22.6M | 90.6K | 1.23% | Added(+4553.3%) |
| 19 | E ISHARES TR | $19.6M | 207.8K | 1.07% | Added(+46079.8%) |
| 20 | J JANUS DETROIT STR TR | $19.5M | 461.9K | 1.07% | Added(+550.6%) |
| 21 | V VANGUARD STAR FDS | $17.6M | 207.6K | 0.96% | Added(+2972.2%) |
| 22 | M META PLATFORMS INC | $16.7M | 23.1K | 0.91% | Added(+6586.7%) |
| 23 | E ISHARES TR | $16.4M | 216.9K | 0.90% | Added(+2750.1%) |
| 24 | V VANGUARD INDEX FDS | $13.6M | 19.3K | 0.74% | Trimmed(-0.9%) |
| 25 | ? N/A ISHARES TR | $12.5M | 572.0K | 0.69% | Added(+16847.6%) |
| 26 | ? N/A ISHARES TR | $11.6M | 546.9K | 0.63% | Added(+15775.6%) |
| 27 | J J P MORGAN EXCHANGE TRADED F | $11.1M | 220.9K | 0.61% | Added(+174.6%) |
| 28 | W WELLS FARGO & CO | $11M | 137.0K | 0.60% | Added(+248.6%) |
| 29 | S SCHWAB STRATEGIC TR | $10.8M | 360.8K | 0.59% | Added(+0.0%) |
| 30 | ? N/A ISHARES TR | $10.8M | 568.3K | 0.59% | Added(+14738.1%) |
| 31 | ? N/A INVESCO EXCH TRD SLF IDX FD | $10.8M | 551.2K | 0.59% | Added(+14348.7%) |
| 32 | U UNION PAC CORP | $10.5M | 38.7K | 0.58% | Added(+2412.3%) |
| 33 | W WALMART INC | $10.3M | 99.2K | 0.56% | Added(+4111.6%) |
| 34 | M 1MASTERCARD INCORPORATED | $10.3M | 18.7K | 0.56% | Added(+3460.4%) |
| 35 | P PALO ALTO NETWORKS INC | $9.9M | 25.0K | 0.54% | Trimmed(-2.9%) |
| 36 | E ISHARES TR | $9.9M | 110.2K | 0.54% | Unchanged |
| 37 | E INVESCO EXCHANGE TRADED FD T | $9.7M | 115.6K | 0.53% | Added(+15319.2%) |
| 38 | S SCHWAB STRATEGIC TR | $9.3M | 339.4K | 0.51% | Trimmed(-4.3%) |
| 39 | J JOHNSON & JOHNSON | $9.3M | 35.0K | 0.51% | Added(+4892.0%) |
| 40 | G GOLDMAN SACHS GROUP INC | $9.2M | 10.2K | 0.50% | Added(+9631.4%) |
| 41 | ? N/A ISHARES TR | $9M | 463.6K | 0.49% | Added(+12212.9%) |
| 42 | M MCKESSON CORP | $8.9M | 10.4K | 0.49% | Added(+3566.3%) |
| 43 | A ABBVIE INC | $8.6M | 33.0K | 0.47% | Added(+8259.8%) |
| 44 | B ISHARES TR | $8.5M | 83.5K | 0.47% | Added(+560.2%) |
| 45 | ? N/A ISHARES TR | $8.2M | 378.8K | 0.45% | Added(+11223.0%) |
| 46 | G GE AEROSPACE | $8.1M | 26.0K | 0.44% | Added(+4549.3%) |
| 47 | C COSTCO WHOLESALE CORPORATION | $8.1M | 8.9K | 0.44% | Added(+35548.0%) |
| 48 | C CHEVRON CORPORATION | $8.1M | 39.4K | 0.44% | Added(+5535.6%) |
| 49 | E ISHARES TR | $7.3M | 94.3K | 0.40% | Added(+0.6%) |
| 50 | T THERMO FISHER SCIENTIFIC INC | $7.2M | 10.7K | 0.39% | Added(+4760.4%) |