Q3 2026 13F filing
Updated 16 days ago101 disclosed positions worth $457.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $88.9M | 689.2K | 19.41% | Added(+1.0%) |
| 2 | V VANGUARD INDEX FDS | $68.1M | 315.3K | 14.88% | Added(+0.4%) |
| 3 | E ISHARES TR | $34.6M | 215.0K | 7.55% | Trimmed(-0.6%) |
| 4 | J J P MORGAN EXCHANGE TRADED F | $27.3M | 542.5K | 5.97% | Trimmed(-0.7%) |
| 5 | E ISHARES TR | $22.5M | 232.7K | 4.92% | Added(+2.7%) |
| 6 | S SPDR INDEX SHS FDS | $20.1M | 389.2K | 4.40% | Added(+1.2%) |
| 7 | V VANGUARD MALVERN FDS | $17.9M | 364.0K | 3.91% | Added(+1.3%) |
| 8 | E ISHARES TR | $12.2M | 53.3K | 2.66% | Trimmed(-1.9%) |
| 9 | E ISHARES TR | $10.4M | 37.3K | 2.26% | Added(+0.9%) |
| 10 | S SPDR SERIES TRUST | $10.3M | 100.3K | 2.24% | Trimmed(-0.9%) |
| 11 | J J P MORGAN EXCHANGE TRADED F | $7.1M | 141.1K | 1.56% | Added(+25.6%) |
| 12 | E ISHARES TR | $6.4M | 45.0K | 1.40% | Added(+1.9%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $5.9M | 17.1K | 1.29% | Added(+2.1%) |
| 14 | V VANGUARD INDEX FDS | $5.9M | 65.3K | 1.28% | Added(+0.2%) |
| 15 | E ISHARES TR | $5.6M | 59.7K | 1.23% | Trimmed(-0.8%) |
| 16 | E ISHARES TR | $5.3M | 50.0K | 1.16% | Added(+0.9%) |
| 17 | N NVIDIA CORPORATION | $5.1M | 22.4K | 1.12% | Trimmed(-1.5%) |
| 18 | V VANGUARD INDEX FDS | $4.7M | 24.2K | 1.03% | Added(0.0%) |
| 19 | V VANGUARD TAX-MANAGED FDS | $4.7M | 66.6K | 1.03% | Added(+0.8%) |
| 20 | E ISHARES TR | $4.6M | 45.7K | 1.00% | Added(+176.5%) |
| 21 | V VANGUARD MUN BD FDS | $4.6M | 96.6K | 1.00% | Added(+28.2%) |
| 22 | V VANGUARD INTL EQUITY INDEX F | $4.2M | 27.0K | 0.92% | Added(+1.1%) |
| 23 | V VANGUARD WORLD FD | $4.1M | 32.8K | 0.90% | Added(+0.4%) |
| 24 | B BERKSHIRE HATHAWAY INC DEL | $3.8M | 7.7K | 0.84% | Trimmed(-3.6%) |
| 25 | E ISHARES TR | $3.7M | 50.8K | 0.80% | Added(+7.3%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $3.6M | 83.6K | 0.78% | Added(+0.7%) |
| 27 | V VANGUARD INDEX FDS | $2.8M | 7.5K | 0.61% | Added(+1.5%) |
| 28 | E ISHARES INC | $2.8M | 34.2K | 0.61% | Added(+3.5%) |
| 29 | S SPDR SERIES TRUST | $2.7M | 29.6K | 0.59% | Trimmed(-4.2%) |
| 30 | V VANGUARD SCOTTSDALE FDS | $2.4M | 21.8K | 0.52% | Added(+4.4%) |
| 31 | ? N/A PGIM ETF TR | $2.2M | 44.8K | 0.49% | Added(+273.4%) |
| 32 | S SELECT SECTOR SPDR TR | $2.2M | 11.0K | 0.47% | Added(+0.3%) |
| 33 | A AMAZON COM INC | $2M | 7.8K | 0.43% | Added(+0.4%) |
| 34 | V VANGUARD INTL EQUITY INDEX F | $1.9M | 31.6K | 0.41% | Added(+9.2%) |
| 35 | V VANGUARD INDEX FDS | $1.8M | 2.6K | 0.40% | Added(+1.7%) |
| 36 | E ISHARES TR | $1.8M | 41.8K | 0.40% | Unchanged |
| 37 | B ISHARES TR | $1.8M | 17.5K | 0.39% | Unchanged |
| 38 | E ISHARES TR | $1.6M | 7.3K | 0.36% | Added(+5.2%) |
| 39 | A BROADCOM INC | $1.6M | 4.5K | 0.34% | Trimmed(-6.0%) |
| 40 | E ISHARES TR | $1.5M | 15.1K | 0.33% | Trimmed(-19.6%) |
| 41 | V VANGUARD INDEX FDS | $1.4M | 15.8K | 0.31% | Trimmed(-0.0%) |
| 42 | V VANGUARD STAR FDS | $1.3M | 15.1K | 0.28% | Added(+11.3%) |
| 43 | V VANGUARD SCOTTSDALE FDS | $1.2M | 10.8K | 0.27% | Added(+4.8%) |
| 44 | A APPLE INC | $1.2M | 3.6K | 0.26% | Added(+1.1%) |
| 45 | M MICROSOFT CORP | $1.2M | 2.3K | 0.26% | Added(+4.0%) |
| 46 | G ALPHABET INC | $1.2M | 3.4K | 0.26% | Unchanged |
| 47 | S SELECT SECTOR SPDR TR | $1.2M | 18.9K | 0.25% | Trimmed(-8.2%) |
| 48 | V VANGUARD WORLD FD | $1.1M | 5.9K | 0.25% | Unchanged |
| 49 | D DELL TECHNOLOGIES INC | $1.1M | 2.0K | 0.24% | Trimmed(-11.2%) |
| 50 | S SELECT SECTOR SPDR TR | $1.1M | 6.2K | 0.23% | Trimmed(-2.8%) |