Q3 2026 13F filing
Updated 9 days ago673 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $592.9M | 7.14M | 16.22% | Trimmed(-3.2%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $408.7M | 7.21M | 11.18% | Added(+8.1%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $308.1M | 2.41M | 8.43% | Added(+1.2%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $239.3M | 4.61M | 6.55% | Added(+12.2%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $188.6M | 2.09M | 5.16% | Added(+4.3%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $141.4M | 3.76M | 3.87% | Added(+10.9%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $121.5M | 2.32M | 3.33% | Added(+13.6%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $120.4M | 2.71M | 3.29% | Added(+14.5%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $111.3M | 1.27M | 3.05% | Trimmed(-3.1%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $108.6M | 1.15M | 2.97% | Trimmed(-0.5%) |
| 11 | C DIMENSIONAL ETF TRUST | $107.2M | 2.59M | 2.93% | Added(+8.7%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $105.5M | 1.92M | 2.89% | Trimmed(-4.0%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $101.2M | 2.04M | 2.77% | Added(+6.2%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $100.8M | 2.21M | 2.76% | Added(+8.3%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $96.5M | 2.05M | 2.64% | Trimmed(-1.1%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $93.1M | 2.35M | 2.55% | Added(+1.7%) |
| 17 | E ISHARES TR | $85.8M | 860.7K | 2.35% | Added(+7.5%) |
| 18 | N DIMENSIONAL ETF TRUST | $58.4M | 1.49M | 1.60% | Added(+3.0%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $57M | 716.5K | 1.56% | Added(+0.7%) |
| 20 | M DIMENSIONAL ETF TRUST | $55.3M | 989.6K | 1.51% | Trimmed(-1.4%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $47.3M | 1.05M | 1.29% | Added(+3.5%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $46.4M | 1.71M | 1.27% | Added(+6.5%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $39M | 838.4K | 1.07% | Added(+8.6%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $33.1M | 418.9K | 0.91% | Trimmed(-4.0%) |
| 25 | E ISHARES TR | $28.2M | 255.3K | 0.77% | Trimmed(-12.8%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $27.9M | 576.7K | 0.76% | Trimmed(-2.9%) |
| 27 | V VANGUARD SCOTTSDALE FDS | $26.9M | 466.9K | 0.74% | Added(+2.5%) |
| 28 | V VANGUARD INDEX FDS | $25.6M | 36.5K | 0.70% | Trimmed(-2.9%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $20.9M | 269.5K | 0.57% | Trimmed(-4.7%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $12M | 145.0K | 0.33% | Added(+1.3%) |
| 31 | E ISHARES TR | $10.9M | 14.2K | 0.30% | Trimmed(-5.2%) |
| 32 | V VANGUARD INDEX FDS | $9M | 24.1K | 0.25% | Added(+45.3%) |
| 33 | S STATE STR SPDR S&P 500 ETF T | $8.1M | 10.6K | 0.22% | Trimmed(-3.4%) |
| 34 | ? N/A MANAGER DIRECTED PORTFOLIOS | $6.1M | 576.7K | 0.17% | Added(+9.4%) |
| 35 | G ALPHABET INC | $5.4M | 15.8K | 0.15% | Added(+0.4%) |
| 36 | J JPMORGAN CHASE & CO | $4.5M | 13.6K | 0.12% | Added(+0.3%) |
| 37 | V VANGUARD WHITEHALL FDS | $4.1M | 26.2K | 0.11% | Trimmed(-6.3%) |
| 38 | V VANGUARD TAX-MANAGED FDS | $3.6M | 51.6K | 0.10% | Added(+39.8%) |
| 39 | E ISHARES INC | $3.5M | 81.9K | 0.09% | Trimmed(-9.0%) |
| 40 | B ISHARES TR | $3.4M | 73.6K | 0.09% | — |
| 41 | V VANGUARD BD INDEX FDS | $3.2M | 41.5K | 0.09% | Added(+107.8%) |
| 42 | E ISHARES TR | $3M | 58.7K | 0.08% | Added(+4.3%) |
| 43 | E ISHARES TR | $2.9M | 25.9K | 0.08% | Added(+385.5%) |
| 44 | V VANGUARD INTL EQUITY INDEX F | $2.5M | 42.5K | 0.07% | Added(+2.9%) |
| 45 | E ISHARES TR | $2.5M | 25.6K | 0.07% | Added(+0.1%) |
| 46 | A APPLE INC | $2.4M | 7.3K | 0.07% | Added(+0.3%) |
| 47 | E ISHARES TR | $2.3M | 64.9K | 0.06% | Trimmed(-5.5%) |
| 48 | V VANGUARD WHITEHALL FDS | $2.3M | 22.9K | 0.06% | Trimmed(-5.1%) |
| 49 | S SCHWAB STRATEGIC TR | $2.3M | 72.7K | 0.06% | Trimmed(-7.3%) |
| 50 | H VANECK ETF TRUST | $2.1M | 24.0K | 0.06% | Trimmed(-7.5%) |