Q3 2026 13F filing
Updated 16 days ago62 disclosed positions worth $142.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $34.3M | 770.9K | 24.06% | Trimmed(-1.9%) |
| 2 | D DIMENSIONAL ETF TRUST | $24.4M | 659.7K | 17.15% | Trimmed(-0.8%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $14.4M | 112.6K | 10.13% | Trimmed(-4.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $8.4M | 93.4K | 5.91% | Added(+7.8%) |
| 5 | H DIMENSIONAL ETF TRUST | $7.8M | 194.2K | 5.47% | Added(+2.4%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 90.9K | 3.31% | Added(+0.3%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $3M | 80.1K | 2.12% | Added(+2.0%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 74.4K | 2.06% | Added(+15.6%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 30.2K | 1.99% | Added(+9.2%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 33.8K | 1.97% | Added(+198.4%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $2.5M | 55.8K | 1.74% | Added(+4.3%) |
| 12 | A APPLE INC | $2.3M | 6.8K | 1.60% | Added(+2.6%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 33.0K | 1.54% | Trimmed(-4.5%) |
| 14 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2.1M | 25.2K | 1.46% | — |
| 15 | E ISHARES TR | $1.9M | 2.5K | 1.35% | Trimmed(-1.0%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 58.8K | 1.12% | Added(+4.2%) |
| 17 | N NVIDIA CORPORATION | $1.4M | 6.3K | 1.01% | Trimmed(-4.8%) |
| 18 | V VANGUARD INDEX FDS | $1.4M | 1.9K | 0.95% | Added(+16.3%) |
| 19 | M MICROSOFT CORP | $1.4M | 2.6K | 0.95% | Trimmed(-0.9%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 27.5K | 0.91% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 15.9K | 0.87% | Added(+8.6%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $1.1M | 9.6K | 0.79% | Added(+6.1%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $953K | 24.0K | 0.67% | Trimmed(-2.4%) |
| 24 | ? N/A DFA INVT DIMENSIONS GROUP IN | $912K | 37.8K | 0.64% | — |
| 25 | ? N/A AMERICAN CENTY ETF TR | $759K | 7.7K | 0.53% | Added(+5.7%) |
| 26 | G ALPHABET INC | $655K | 1.9K | 0.46% | Trimmed(-1.2%) |
| 27 | A AMAZON COM INC | $650K | 2.6K | 0.46% | Added(+3.0%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $636K | 13.4K | 0.45% | Added(+1.2%) |
| 29 | T TRICO BANCSHARES | $586K | 11.4K | 0.41% | Unchanged |
| 30 | V VANGUARD INDEX FDS | $540K | 1.4K | 0.38% | Added(+3.8%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $508K | 6.2K | 0.36% | Trimmed(-19.6%) |
| 32 | ? N/A AMERICAN CENTY ETF TR | $495K | 10.9K | 0.35% | Added(+20.8%) |
| 33 | Q INVESCO QQQ TR | $485K | 656 | 0.34% | Trimmed(-5.8%) |
| 34 | M STATE STR SPDR S&P MIDCAP 40 | $470K | 715 | 0.33% | Unchanged |
| 35 | E ISHARES TR | $453K | 6.3K | 0.32% | Unchanged |
| 36 | M MICRON TECHNOLOGY INC | $449K | 422 | 0.32% | Added(+7.4%) |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $429K | 861 | 0.30% | Added(+0.3%) |
| 38 | L LAM RESEARCH CORP | $405K | 1.2K | 0.28% | Added(+0.4%) |
| 39 | M META PLATFORMS INC | $403K | 556 | 0.28% | Added(+3.4%) |
| 40 | G ALPHABET INC | $395K | 1.2K | 0.28% | Trimmed(-2.3%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $389K | 8.4K | 0.27% | Added(+24.5%) |
| 42 | ? N/A AMERICAN CENTY ETF TR | $387K | 5.9K | 0.27% | Trimmed(-20.4%) |
| 43 | C DIMENSIONAL ETF TRUST | $352K | 8.5K | 0.25% | Unchanged |
| 44 | E ISHARES TR | $344K | 1.2K | 0.24% | Unchanged |
| 45 | V VANGUARD INDEX FDS | $338K | 4.3K | 0.24% | Unchanged |
| 46 | A BROADCOM INC | $321K | 915 | 0.23% | Added(+2.0%) |
| 47 | B VANGUARD SPECIALIZED FUNDS | $319K | 1.4K | 0.22% | Unchanged |
| 48 | B BAYCOM CORP | $303K | 10.0K | 0.21% | Unchanged |
| 49 | X EXXONMOBIL HOLDINGS CORP | $300K | 1.8K | 0.21% | — |
| 50 | T TESLA INC | $294K | 828 | 0.21% | Added(+0.5%) |