Q3 2026 13F filing
Updated 22 days ago2,264 disclosed positions worth $11.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $1.5B | 16.59M | 12.67% | Added(+9.1%) |
| 2 | V VANGUARD INDEX FDS | $1.2B | 5.43M | 9.94% | Added(+7.4%) |
| 3 | V VANGUARD INTL EQUITY INDEX F | $780.4M | 8.99M | 6.62% | Added(+1.5%) |
| 4 | A VANGUARD INTL EQUITY INDEX F | $738M | 6.37M | 6.26% | Added(+3.4%) |
| 5 | N DIMENSIONAL ETF TRUST | $510.8M | 12.99M | 4.33% | Added(+4.2%) |
| 6 | V VANGUARD SCOTTSDALE FDS | $420.5M | 9.47M | 3.56% | Added(+11.4%) |
| 7 | S SPDR SERIES TRUST | $363.4M | 13.32M | 3.08% | Added(+6.2%) |
| 8 | S SCHWAB STRATEGIC TR | $353.9M | 9.85M | 3.00% | Trimmed(-24.3%) |
| 9 | S SCHWAB STRATEGIC TR | $257.2M | 7.72M | 2.18% | Trimmed(-23.6%) |
| 10 | ? N/A DFA INVT DIMENSIONS GROUP IN | $250.9M | 6.69M | 2.13% | — |
| 11 | B ISHARES TR | $240.2M | 2.31M | 2.04% | Added(+29.5%) |
| 12 | V VANGUARD SCOTTSDALE FDS | $236.5M | 3.06M | 2.01% | Added(+3.0%) |
| 13 | T VANGUARD INDEX FDS | $228.8M | 677.4K | 1.94% | Added(+4.5%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $216.2M | 4.99M | 1.83% | Trimmed(-4.1%) |
| 15 | F FIDELITY MERRIMACK STR TR | $177.4M | 4.10M | 1.50% | Trimmed(-0.3%) |
| 16 | E ISHARES TR | $171.2M | 1.86M | 1.45% | Added(+20.8%) |
| 17 | V VANGUARD INDEX FDS | $144.3M | 624.6K | 1.22% | Trimmed(-0.3%) |
| 18 | E ISHARES TR | $127.2M | 2.59M | 1.08% | Added(+1.4%) |
| 19 | V VANGUARD INDEX FDS | $108.1M | 288.8K | 0.92% | Trimmed(-5.8%) |
| 20 | A APPLE INC | $105.3M | 316.3K | 0.89% | Added(+22490.8%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $103.6M | 1.75M | 0.88% | Added(+0.8%) |
| 22 | V VANGUARD BD INDEX FDS | $92.4M | 1.27M | 0.78% | Trimmed(-22.2%) |
| 23 | V VANGUARD SCOTTSDALE FDS | $78.4M | 1.00M | 0.66% | Added(+0.3%) |
| 24 | S SCHWAB STRATEGIC TR | $78.2M | 2.15M | 0.66% | Added(+1.3%) |
| 25 | E ISHARES TR | $73.7M | 1.00M | 0.62% | Added(+1.7%) |
| 26 | N NVIDIA CORPORATION | $67.1M | 293.8K | 0.57% | Added(+3572.4%) |
| 27 | E ISHARES TR | $65.8M | 723.9K | 0.56% | Added(+23.0%) |
| 28 | M MICROSOFT CORP | $62.4M | 121.6K | 0.53% | Added(+15100.8%) |
| 29 | E ISHARES TR | $61.8M | 653.3K | 0.52% | Trimmed(-2.1%) |
| 30 | E ISHARES TR | $57.5M | 75.1K | 0.49% | Trimmed(-2.1%) |
| 31 | P PROCTER & GAMBLE CO | $57.3M | 394.2K | 0.49% | Added(+10.5%) |
| 32 | V VANGUARD INTL EQUITY INDEX F | $56.6M | 681.9K | 0.48% | Trimmed(-3.1%) |
| 33 | E ISHARES TR | $56.4M | 662.5K | 0.48% | Added(+1.2%) |
| 34 | S SCHWAB STRATEGIC TR | $54.3M | 1.09M | 0.46% | Trimmed(-1.0%) |
| 35 | C DIMENSIONAL ETF TRUST | $50.9M | 1.23M | 0.43% | Added(+0.5%) |
| 36 | V VANGUARD MUN BD FDS | $50.6M | 1.07M | 0.43% | Added(+2.4%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $49.2M | 1.22M | 0.42% | Trimmed(-4.3%) |
| 38 | V VANGUARD INDEX FDS | $48.4M | 69.0K | 0.41% | Trimmed(-0.5%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $47.4M | 1.31M | 0.40% | Trimmed(-4.1%) |
| 40 | V VANGUARD WORLD FD | $44.6M | 328.7K | 0.38% | Added(+2.1%) |
| 41 | G ALPHABET INC | $43.8M | 128.5K | 0.37% | Added(+58.6%) |
| 42 | X EXXONMOBIL HOLDINGS CORP | $41.4M | 254.5K | 0.35% | — |
| 43 | A AMAZON COM INC | $37.9M | 152.3K | 0.32% | Added(+19.7%) |
| 44 | V VANGUARD SCOTTSDALE FDS | $34.4M | 607.0K | 0.29% | Added(+16.7%) |
| 45 | E ISHARES TR | $34.1M | 236.6K | 0.29% | Trimmed(-4.0%) |
| 46 | S SELECT SECTOR SPDR TR | $31.3M | 159.8K | 0.27% | Added(+45.4%) |
| 47 | V VANGUARD INDEX FDS | $31.2M | 134.8K | 0.26% | Trimmed(-3.7%) |
| 48 | V VANGUARD INTL EQUITY INDEX F | $29M | 183.7K | 0.25% | Trimmed(-11.1%) |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $28.8M | 57.8K | 0.24% | Added(+25.2%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $28.4M | 639.9K | 0.24% | Trimmed(-2.5%) |