Q3 2026 13F filing
Updated 23 days ago91 disclosed positions worth $452.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $65.4M | 93.2K | 14.44% | Trimmed(-0.7%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $33M | 572.7K | 7.28% | Added(+7.5%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $27.5M | 390.2K | 6.09% | Trimmed(-19.7%) |
| 4 | ? N/A DFA INVT DIMENSIONS GROUP IN | $18.8M | 447.5K | 4.14% | — |
| 5 | V VANGUARD BD INDEX FDS | $18.5M | 241.6K | 4.08% | Added(+1.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $17.9M | 660.0K | 3.95% | Added(+6.8%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 438.9K | 3.85% | Added(+8.6%) |
| 8 | V VANGUARD INDEX FDS | $15.6M | 173.1K | 3.45% | Trimmed(-2.2%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $15.5M | 200.3K | 3.42% | Added(+6.3%) |
| 10 | N DIMENSIONAL ETF TRUST | $14.9M | 380.7K | 3.29% | Added(+5.0%) |
| 11 | V VANGUARD SCOTTSDALE FDS | $13.8M | 310.7K | 3.05% | Added(+8.2%) |
| 12 | V VANGUARD INDEX FDS | $13.5M | 62.7K | 2.99% | Added(+5.6%) |
| 13 | V VANGUARD CHARLOTTE FDS | $12.7M | 270.8K | 2.80% | Added(+5.8%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $12.3M | 305.5K | 2.71% | Added(+1.1%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $11.1M | 305.6K | 2.45% | Added(+6.7%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $10.3M | 188.2K | 2.29% | Trimmed(-1.1%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $8.3M | 91.6K | 1.82% | Added(+182.9%) |
| 18 | V VANGUARD INDEX FDS | $8.2M | 22.0K | 1.82% | Trimmed(-0.5%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $7.8M | 175.1K | 1.72% | Added(+1.1%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $7.2M | 121.2K | 1.59% | Added(+2.6%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $6.7M | 96.6K | 1.48% | Added(+4.0%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $6.3M | 66.7K | 1.39% | Added(+0.9%) |
| 23 | ? N/A DFA INVT DIMENSIONS GROUP IN | $5.7M | 152.0K | 1.26% | — |
| 24 | E ISHARES TR | $5M | 122.0K | 1.11% | Trimmed(-0.5%) |
| 25 | P PROCTER & GAMBLE CO | $5M | 34.6K | 1.11% | Added(+0.1%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 68.4K | 1.00% | Trimmed(-1.3%) |
| 27 | V VANGUARD BD INDEX FDS | $4M | 64.0K | 0.89% | Added(+25.4%) |
| 28 | V VANGUARD BD INDEX FDS | $3.5M | 47.8K | 0.77% | Added(+14.0%) |
| 29 | V VANGUARD INDEX FDS | $3.4M | 12.0K | 0.75% | Added(+8.3%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $3.2M | 27.5K | 0.71% | Trimmed(-6.0%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 67.5K | 0.70% | Added(+0.3%) |
| 32 | N DIMENSIONAL ETF TRUST | $3M | 76.8K | 0.67% | Trimmed(-13.1%) |
| 33 | A APPLE INC | $2.8M | 8.3K | 0.61% | Trimmed(-1.1%) |
| 34 | L LAM RESEARCH CORP | $2.3M | 7.1K | 0.51% | Added(+0.1%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 44.3K | 0.50% | Added(+241.4%) |
| 36 | E ISHARES TR | $2.3M | 10.2K | 0.50% | Trimmed(-0.7%) |
| 37 | V VANGUARD INTL EQUITY INDEX F | $2.1M | 13.4K | 0.46% | Trimmed(-2.5%) |
| 38 | ? N/A ISHARES TR | $1.8M | 9.6K | 0.39% | Trimmed(-2.1%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $1.7M | 13.2K | 0.38% | Added(+191.5%) |
| 40 | V VANGUARD WORLD FD | $1.6M | 26.8K | 0.35% | Added(+25.1%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 35.4K | 0.35% | Added(+0.9%) |
| 42 | V VANGUARD MALVERN FDS | $1.6M | 31.7K | 0.35% | Trimmed(-9.4%) |
| 43 | ? N/A ISHARES TR | $1.5M | 29.3K | 0.33% | Trimmed(-9.0%) |
| 44 | S STATE STR SPDR S&P 500 ETF T | $1.3M | 1.7K | 0.29% | Trimmed(-3.1%) |
| 45 | N NVIDIA CORPORATION | $1.3M | 5.8K | 0.29% | Trimmed(-5.9%) |
| 46 | L LINDE PLC | $1.2M | 2.6K | 0.27% | Added(+0.1%) |
| 47 | U UNITED PARCEL SVCS INC | $1.1M | 12.1K | 0.25% | Trimmed(-0.6%) |
| 48 | M DIMENSIONAL ETF TRUST | $1.1M | 19.6K | 0.24% | Trimmed(-1.3%) |
| 49 | M MICROSOFT CORP | $1.1M | 2.1K | 0.24% | Trimmed(-5.9%) |
| 50 | ? N/A MANAGER DIRECTED PORTFOLIOS | $1.1M | 101.8K | 0.24% | Trimmed(-1.1%) |