Q3 2026 13F filing
Updated 8 days ago69 disclosed positions worth $125.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $25.8M | 154.9K | 20.57% | — |
| 2 | E ISHARES TR | $10.2M | 105.2K | 8.14% | — |
| 3 | V VANGUARD INDEX FDS | $8.1M | 21.7K | 6.47% | — |
| 4 | E ISHARES TR | $5.4M | 51.7K | 4.32% | — |
| 5 | E ISHARES INC | $5.4M | 66.5K | 4.31% | — |
| 6 | V VANGUARD TAX-MANAGED FDS | $5.3M | 75.6K | 4.26% | — |
| 7 | E ISHARES TR | $3.8M | 37.8K | 3.05% | — |
| 8 | A GLOBAL X FDS | $3.4M | 34.3K | 2.75% | — |
| 9 | S SPDR INDEX SHS FDS | $2.9M | 57.8K | 2.32% | — |
| 10 | E ISHARES TR | $2.7M | 24.5K | 2.16% | — |
| 11 | V VANGUARD INTL EQUITY INDEX F | $2.6M | 43.7K | 2.07% | — |
| 12 | E ISHARES TR | $2.6M | 58.0K | 2.04% | — |
| 13 | ? N/A ISHARES TR | $2.5M | 50.6K | 2.00% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 29.8K | 1.97% | — |
| 15 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 18.4K | 1.88% | — |
| 16 | V VANGUARD SCOTTSDALE FDS | $2.2M | 28.7K | 1.79% | — |
| 17 | V VANGUARD INDEX FDS | $1.8M | 6.3K | 1.43% | — |
| 18 | C DIMENSIONAL ETF TRUST | $1.8M | 43.0K | 1.42% | — |
| 19 | V VANGUARD MUN BD FDS | $1.7M | 36.7K | 1.39% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 35.7K | 1.31% | — |
| 21 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 35.3K | 1.25% | — |
| 22 | D DIMENSIONAL ETF TRUST | $1.5M | 39.3K | 1.16% | — |
| 23 | B ISHARES TR | $1.4M | 13.6K | 1.11% | — |
| 24 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 14.6K | 1.05% | — |
| 25 | V VANGUARD INDEX FDS | $1.3M | 3.6K | 1.00% | — |
| 26 | E ISHARES TR | $1.2M | 1.6K | 0.99% | — |
| 27 | ? N/A AMERICAN CENTY ETF TR | $1.1M | 28.9K | 0.91% | — |
| 28 | W XPO INC | $1.1M | 6.4K | 0.90% | — |
| 29 | V VANGUARD BD INDEX FDS | $1.1M | 15.7K | 0.88% | — |
| 30 | V VANGUARD BD INDEX FDS | $1.1M | 14.8K | 0.86% | — |
| 31 | E ISHARES TR | $994K | 10.5K | 0.79% | — |
| 32 | ? N/A FIDELITY COVINGTON TRUST | $956K | 35.2K | 0.76% | — |
| 33 | V VANGUARD BD INDEX FDS | $846K | 17.1K | 0.68% | — |
| 34 | V VANGUARD INTL EQUITY INDEX F | $820K | 5.3K | 0.65% | — |
| 35 | V VANGUARD INDEX FDS | $802K | 3.7K | 0.64% | — |
| 36 | ? N/A FIDELITY MERRIMACK STR TR | $800K | 17.1K | 0.64% | — |
| 37 | V VANGUARD INTL EQUITY INDEX F | $793K | 9.6K | 0.63% | — |
| 38 | V VANGUARD STAR FDS | $782K | 9.2K | 0.62% | — |
| 39 | E ISHARES TR | $624K | 11.5K | 0.50% | — |
| 40 | S SCHWAB STRATEGIC TR | $514K | 10.3K | 0.41% | — |
| 41 | V VANGUARD BD INDEX FDS | $509K | 6.7K | 0.41% | — |
| 42 | V VANGUARD INDEX FDS | $502K | 2.2K | 0.40% | — |
| 43 | E ISHARES TR | $499K | 5.3K | 0.40% | — |
| 44 | S SPDR INDEX SHS FDS | $495K | 9.6K | 0.40% | — |
| 45 | V VANGUARD INTL EQUITY INDEX F | $489K | 5.6K | 0.39% | — |
| 46 | A ABBVIE INC | $419K | 1.6K | 0.33% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $417K | 11.1K | 0.33% | — |
| 48 | B BANK OF AMER CORP | $409K | 7.5K | 0.33% | — |
| 49 | V VANGUARD INTL EQUITY INDEX F | $406K | 9.5K | 0.32% | — |
| 50 | ? N/A AMERICAN CENTY ETF TR | $394K | 3.6K | 0.31% | — |