Q2 2026 13F filing
Updated 45 days ago1,915 disclosed positions worth $11.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $1.3B | 15.20M | 11.42% | Added(+3006.4%) |
| 2 | V VGES VANGUARD INDEX FDS | $1.1B | 5.05M | 9.61% | Added(+337.3%) |
| 3 | V VGES VANGUARD INTL EQUITY INDEX F | $784.5M | 8.86M | 6.84% | Added(+1.3%) |
| 4 | ? N/A VANGUARD INTL EQUITY INDEX F | $713.1M | 6.16M | 6.22% | Added(+4.1%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $501.6M | 12.47M | 4.37% | Added(+3.2%) |
| 6 | S SCHW-PJ SCHWAB STRATEGIC TR | $440.2M | 13.01M | 3.84% | Trimmed(-70.1%) |
| 7 | V VGES VANGUARD SCOTTSDALE FDS | $397.9M | 8.50M | 3.47% | Added(+16.2%) |
| 8 | S STT-PG SPDR SERIES TRUST | $356.3M | 12.55M | 3.11% | Added(+5.5%) |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $351.5M | 10.10M | 3.07% | Trimmed(-71.4%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $257.3M | 6.63M | 2.24% | Added(+1.0%) |
| 11 | T THQ VANGUARD INDEX FDS | $237.1M | 648.5K | 2.07% | Added(+7.4%) |
| 12 | ? N/A VANGUARD SCOTTSDALE FDS | $234.9M | 2.97M | 2.05% | Added(+4.9%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $209.1M | 5.21M | 1.82% | Trimmed(-9.3%) |
| 14 | B BLK ISHARES TR | $195.1M | 1.78M | 1.70% | Added(+216243.7%) |
| 15 | ? N/A FIDELITY MERRIMACK STR TR | $187M | 4.11M | 1.63% | Trimmed(-5.4%) |
| 16 | ? N/A ISHARES TR | $154.3M | 1.54M | 1.35% | Added(+375884.6%) |
| 17 | V VGES VANGUARD INDEX FDS | $152.2M | 626.5K | 1.33% | Trimmed(-0.5%) |
| 18 | E ETHA ISHARES TR | $129M | 2.55M | 1.13% | Trimmed(-2.4%) |
| 19 | V VGES VANGUARD BD INDEX FDS | $125M | 1.63M | 1.09% | Trimmed(-56.0%) |
| 20 | V VGES VANGUARD INDEX FDS | $113.4M | 306.5K | 0.99% | Trimmed(-2.0%) |
| 21 | V VGES VANGUARD INTL EQUITY INDEX F | $103.5M | 1.73M | 0.90% | Trimmed(-1.0%) |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $82.4M | 997.4K | 0.72% | Trimmed(-0.3%) |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $76.8M | 2.12M | 0.67% | Added(+1.8%) |
| 24 | E ETHA ISHARES TR | $73.9M | 982.9K | 0.64% | Trimmed(-1.0%) |
| 25 | A AAPL APPLE INC | $71.9M | 248.6K | 0.63% | Added(+10259.4%) |
| 26 | E ETHA ISHARES TR | $66M | 667.0K | 0.58% | Added(+7.5%) |
| 27 | V VGES VANGUARD INTL EQUITY INDEX F | $59M | 704.0K | 0.51% | Trimmed(-2.6%) |
| 28 | E ETHA ISHARES TR | $57.4M | 76.7K | 0.50% | Trimmed(-0.5%) |
| 29 | E ETHA ISHARES TR | $56.8M | 588.6K | 0.50% | Added(+6320.2%) |
| 30 | E ETHA ISHARES TR | $53.6M | 654.7K | 0.47% | Trimmed(-0.6%) |
| 31 | S SCHW-PJ SCHWAB STRATEGIC TR | $53.1M | 1.10M | 0.46% | Added(+0.5%) |
| 32 | V VGES VANGUARD MUN BD FDS | $52.7M | 1.04M | 0.46% | Added(+5.0%) |
| 33 | P PG PROCTER & GAMBLE CO | $52.3M | 356.7K | 0.46% | Added(+11.5%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $50.6M | 1.28M | 0.44% | Added(+2.8%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $50.4M | 1.22M | 0.44% | Added(+5.8%) |
| 36 | N NVDA NVIDIA CORPORATION | $49.9M | 249.6K | 0.44% | Added(+3019.4%) |
| 37 | S STT-PG SPDR SERIES TRUST | $49.1M | 1.87M | 0.43% | Trimmed(-77.3%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $47.8M | 1.36M | 0.42% | Trimmed(-8.2%) |
| 39 | V VGES VANGUARD INDEX FDS | $47.6M | 69.3K | 0.42% | Added(+1.4%) |
| 40 | V VGES VANGUARD WORLD FD | $42.6M | 321.9K | 0.37% | Added(+10.8%) |
| 41 | M MSFT MICROSOFT CORP | $40.3M | 108.0K | 0.35% | Added(+13400.8%) |
| 42 | V VGES VANGUARD INDEX FDS | $34.5M | 140.0K | 0.30% | Trimmed(-2.8%) |
| 43 | E ETHA ISHARES TR | $33.7M | 246.4K | 0.29% | Trimmed(-2.6%) |
| 44 | ? N/A VANGUARD INTL EQUITY INDEX F | $32.4M | 206.5K | 0.28% | Trimmed(-0.3%) |
| 45 | X XOM EXXON MOBIL CORP | $30.9M | 226.3K | 0.27% | Added(+32227.0%) |
| 46 | ? N/A VANGUARD SCOTTSDALE FDS | $30.7M | 520.1K | 0.27% | Trimmed(-0.1%) |
| 47 | A AMZN AMAZON COM INC | $30.3M | 127.3K | 0.26% | Added(+43.1%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $29.1M | 656.3K | 0.25% | Trimmed(-8.6%) |
| 49 | G GOOGN ALPHABET INC | $28.6M | 81.0K | 0.25% | Added(+42.9%) |
| 50 | A AVGO BROADCOM INC | $26.6M | 70.4K | 0.23% | Added(+14.3%) |