Q3 2026 13F filing
Updated 10 days ago45 disclosed positions worth $486M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $156.4M | 444.5K | 32.18% | — |
| 2 | E ISHARES TR | $133.7M | 3.03M | 27.50% | — |
| 3 | P PIMCO ETF TR | $27.3M | 1.07M | 5.61% | — |
| 4 | E BLACKROCK ETF TRUST | $26.8M | 386.5K | 5.51% | — |
| 5 | V VANGUARD INDEX FDS | $25.3M | 322.9K | 5.21% | — |
| 6 | S SPDR INDEX SHS FDS | $19.9M | 396.2K | 4.09% | — |
| 7 | E ISHARES TR | $18.7M | 380.8K | 3.85% | — |
| 8 | V VANGUARD INDEX FDS | $12.8M | 44.9K | 2.63% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $12.6M | 139.4K | 2.58% | — |
| 10 | S SPDR INDEX SHS FDS | $6.9M | 133.2K | 1.42% | — |
| 11 | V VANGUARD MUN BD FDS | $4.9M | 102.7K | 1.00% | — |
| 12 | E ISHARES TR | $4.7M | 32.8K | 0.96% | — |
| 13 | E ISHARES TR | $4.3M | 5.7K | 0.89% | — |
| 14 | S STATE STR SPDR S&P 500 ETF T | $4.1M | 5.4K | 0.84% | — |
| 15 | ? N/A ISHARES TR | $3.4M | 17.7K | 0.69% | — |
| 16 | P PIMCO ETF TR | $2.9M | 68.9K | 0.60% | — |
| 17 | S SCHWAB STRATEGIC TR | $2.8M | 97.0K | 0.58% | — |
| 18 | A APPLE INC | $2.5M | 7.4K | 0.51% | — |
| 19 | E ISHARES TR | $2M | 6.8K | 0.41% | — |
| 20 | E ISHARES TR | $1.4M | 6.2K | 0.29% | — |
| 21 | D DOMINION ENERGY INC | $1.3M | 21.4K | 0.27% | — |
| 22 | E ISHARES TR | $1.1M | 10.2K | 0.22% | — |
| 23 | V VANGUARD INDEX FDS | $899K | 2.4K | 0.18% | — |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $885K | 16.9K | 0.18% | — |
| 25 | V VANGUARD INDEX FDS | $774K | 8.6K | 0.16% | — |
| 26 | C CSX CORP | $768K | 16.5K | 0.16% | — |
| 27 | S SCHWAB STRATEGIC TR | $767K | 25.6K | 0.16% | — |
| 28 | E ISHARES TR | $625K | 1.4K | 0.13% | — |
| 29 | S SOUTHERN CO | $591K | 7.1K | 0.12% | — |
| 30 | V VANGUARD WORLD FD | $498K | 1.8K | 0.10% | — |
| 31 | T TRUIST FINL CORP | $470K | 10.1K | 0.10% | — |
| 32 | V VANGUARD INDEX FDS | $439K | 2.0K | 0.09% | — |
| 33 | V VANGUARD WORLD FD | $396K | 4.3K | 0.08% | — |
| 34 | M MCDONALDS CORP | $381K | 1.6K | 0.08% | — |
| 35 | E ISHARES TR | $359K | 2.6K | 0.07% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $310K | 623 | 0.06% | — |
| 37 | D DUKE ENERGY CORP NEW | $305K | 2.7K | 0.06% | — |
| 38 | V VANGUARD INDEX FDS | $254K | 362 | 0.05% | — |
| 39 | U UNITED PARCEL SVCS INC | $251K | 2.7K | 0.05% | — |
| 40 | J JPMORGAN CHASE & CO | $246K | 744 | 0.05% | — |
| 41 | X EXXONMOBIL HOLDINGS CORP | $233K | 1.4K | 0.05% | — |
| 42 | M MICROSOFT CORP | $232K | 453 | 0.05% | — |
| 43 | C DIMENSIONAL ETF TRUST | $210K | 5.1K | 0.04% | — |
| 44 | I INTERNATIONAL BUSINESS MACHS | $205K | 932 | 0.04% | — |
| 45 | ? N/A DFA INVT DIMENSIONS GROUP IN | $205K | 5.5K | 0.04% | — |