Q3 2026 13F filing
Updated 3 days ago56 disclosed positions worth $200.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $46.3M | 123.7K | 23.05% | — |
| 2 | V VANGUARD STAR FDS | $31.7M | 373.0K | 15.78% | — |
| 3 | N NVIDIA CORPORATION | $17M | 74.4K | 8.46% | — |
| 4 | V VANGUARD TAX-MANAGED FDS | $7.8M | 110.3K | 3.89% | — |
| 5 | V VANGUARD BD INDEX FDS | $7.5M | 107.1K | 3.74% | — |
| 6 | V VANGUARD INDEX FDS | $7.1M | 79.3K | 3.54% | — |
| 7 | V VANGUARD CHARLOTTE FDS | $6.8M | 145.6K | 3.40% | — |
| 8 | V VANGUARD INSTL INDEX FD | $6.6M | 86.5K | 3.26% | — |
| 9 | V VANGUARD MALVERN FDS | $6.3M | 128.7K | 3.15% | — |
| 10 | V VANGUARD INDEX FDS | $6.3M | 28.9K | 3.12% | — |
| 11 | E ISHARES TR | $6M | 63.5K | 3.00% | — |
| 12 | X EXXON MOBIL CORP | $5.8M | 35.5K | 2.88% | — |
| 13 | V VANGUARD BD INDEX FDS | $5.1M | 66.7K | 2.54% | — |
| 14 | A APPLE INC | $4M | 11.9K | 1.97% | — |
| 15 | V VANGUARD INTL EQUITY INDEX F | $3.7M | 61.7K | 1.83% | — |
| 16 | V VANGUARD BD INDEX FDS | $3M | 41.1K | 1.49% | — |
| 17 | V VANGUARD MUN BD FDS | $2M | 42.3K | 1.00% | — |
| 18 | V VANGUARD INDEX FDS | $2M | 6.9K | 0.99% | — |
| 19 | C CAPITAL ONE FINL CORP | $1.8M | 9.3K | 0.89% | — |
| 20 | V VANGUARD INTL EQUITY INDEX F | $1.7M | 11.0K | 0.87% | — |
| 21 | V VANGUARD INDEX FDS | $1.7M | 2.4K | 0.85% | — |
| 22 | V VANGUARD INDEX FDS | $1.7M | 4.8K | 0.85% | — |
| 23 | M MICRON TECHNOLOGY INC | $1.3M | 1.2K | 0.66% | — |
| 24 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 2.7K | 0.62% | — |
| 25 | E ISHARES TR | $1.1M | 1.5K | 0.57% | — |
| 26 | S STATE STR SPDR S&P 500 ETF T | $1M | 1.4K | 0.52% | — |
| 27 | M MICROSOFT CORP | $988K | 2.0K | 0.49% | — |
| 28 | S SCHWAB STRATEGIC TR | $988K | 36.0K | 0.49% | — |
| 29 | A AMAZON COM INC | $937K | 3.8K | 0.47% | — |
| 30 | E ISHARES TR | $860K | 9.4K | 0.43% | — |
| 31 | C CARPENTER TECHNOLOGY CORP | $843K | 2.2K | 0.42% | — |
| 32 | ? N/A VANGUARD INSTL INDEX FD | $806K | 10.7K | 0.40% | — |
| 33 | Q INVESCO QQQ TR | $687K | 929 | 0.34% | — |
| 34 | V VANGUARD WELLINGTON FD | $667K | 6.8K | 0.33% | — |
| 35 | V VANGUARD WHITEHALL FDS | $551K | 3.6K | 0.27% | — |
| 36 | V VANGUARD INDEX FDS | $550K | 2.4K | 0.27% | — |
| 37 | V VANGUARD INTL EQUITY INDEX F | $439K | 5.3K | 0.22% | — |
| 38 | E ISHARES TR | $430K | 4.4K | 0.21% | — |
| 39 | O ORACLE CORP | $412K | 3.0K | 0.21% | — |
| 40 | E ISHARES TR | $404K | 8.2K | 0.20% | — |
| 41 | E ISHARES TR | $383K | 4.0K | 0.19% | — |
| 42 | V VANGUARD INDEX FDS | $377K | 1.6K | 0.19% | — |
| 43 | S SCHWAB STRATEGIC TR | $334K | 6.2K | 0.17% | — |
| 44 | A ADVANCED MICRO DEVICES INC | $327K | 534 | 0.16% | — |
| 45 | G ALPHABET INC | $326K | 958 | 0.16% | — |
| 46 | S SCHWAB STRATEGIC TR | $326K | 9.1K | 0.16% | — |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $319K | 641 | 0.16% | — |
| 48 | J JPMORGAN CHASE & CO | $304K | 918 | 0.15% | — |
| 49 | S CHARLES SCHWAB CORP (THE) | $297K | 3.0K | 0.15% | — |
| 50 | E ISHARES TR | $287K | 1.0K | 0.14% | — |