Q3 2026 13F filing
Updated 22 days ago80 disclosed positions worth $400.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $69.1M | 587.1K | 17.26% | Trimmed(-0.2%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $57.3M | 679.4K | 14.31% | Added(+10.8%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $34.3M | 314.0K | 8.57% | Trimmed(-1.2%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $30.3M | 307.7K | 7.55% | Added(+3.5%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $27.2M | 480.2K | 6.79% | — |
| 6 | N DIMENSIONAL ETF TRUST | $24.2M | 718.6K | 6.04% | Trimmed(-1.5%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $18.9M | 290.3K | 4.72% | Added(+0.4%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $16.2M | 312.8K | 4.05% | Added(+37.0%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $14.2M | 111.2K | 3.56% | Trimmed(-0.1%) |
| 10 | E ISHARES TR | $12.1M | 38.2K | 3.02% | Trimmed(-1.4%) |
| 11 | V VANGUARD SCOTTSDALE FDS | $11.1M | 193.7K | 2.78% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $8.2M | 176.8K | 2.05% | Trimmed(-2.0%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $6.1M | 67.6K | 1.52% | Added(+4.5%) |
| 14 | E ISHARES TR | $4.6M | 86.7K | 1.14% | Trimmed(-0.2%) |
| 15 | N NVIDIA CORPORATION | $4.1M | 17.9K | 1.02% | Trimmed(-4.9%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 95.5K | 0.98% | Trimmed(-8.5%) |
| 17 | S SPDR SERIES TRUST | $3.1M | 30.7K | 0.78% | Trimmed(-2.2%) |
| 18 | H DIMENSIONAL ETF TRUST | $3.1M | 77.1K | 0.77% | Trimmed(-79.5%) |
| 19 | G ALPHABET INC | $2.6M | 7.4K | 0.64% | Trimmed(-1.4%) |
| 20 | V VANGUARD INSTL INDEX FD | $2.5M | 33.4K | 0.63% | Added(+4.4%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 54.8K | 0.63% | Trimmed(-1.4%) |
| 22 | ? N/A EA SERIES TRUST | $2.4M | 44.5K | 0.61% | Trimmed(-45.1%) |
| 23 | A APPLE INC | $2.4M | 7.3K | 0.61% | Added(+1.9%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 42.2K | 0.53% | Added(+11.8%) |
| 25 | ? N/A AMERICAN CENTY ETF TR | $2M | 24.6K | 0.49% | Added(+0.3%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 25.2K | 0.42% | Added(+0.2%) |
| 27 | ? N/A EA SERIES TRUST | $1.5M | 25.0K | 0.36% | Added(+0.4%) |
| 28 | M MICRON TECHNOLOGY INC | $1.4M | 1.4K | 0.36% | Added(+8.3%) |
| 29 | ? N/A KRANESHARES TRUST | $1.4M | 46.4K | 0.36% | — |
| 30 | V VANGUARD INDEX FDS | $1.4M | 3.7K | 0.34% | Trimmed(-56.7%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 24.8K | 0.32% | Trimmed(-37.2%) |
| 32 | M MICROSOFT CORP | $1.3M | 2.5K | 0.32% | Trimmed(-1.3%) |
| 33 | M META PLATFORMS INC | $1.3M | 1.7K | 0.32% | Trimmed(-4.5%) |
| 34 | A AMAZON COM INC | $1.2M | 5.0K | 0.31% | Trimmed(-5.4%) |
| 35 | S SCHWAB STRATEGIC TR | $1.2M | 37.0K | 0.30% | — |
| 36 | T TESLA INC | $1.2M | 3.3K | 0.29% | Added(+3.9%) |
| 37 | ? N/A EA SERIES TRUST | $1.1M | 19.6K | 0.29% | Unchanged |
| 38 | V VANGUARD INDEX FDS | $1.1M | 1.6K | 0.28% | Trimmed(-69.0%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 24.4K | 0.27% | Added(+0.2%) |
| 40 | D DIMENSIONAL ETF TRUST | $986K | 26.6K | 0.25% | Added(+0.6%) |
| 41 | H VANECK ETF TRUST | $904K | 1.5K | 0.23% | Trimmed(-0.7%) |
| 42 | E ISHARES TR | $805K | 8.0K | 0.20% | Added(+0.8%) |
| 43 | C CATERPILLAR INC | $778K | 959 | 0.19% | Added(+0.1%) |
| 44 | S SPDR INDEX SHS FDS | $759K | 15.1K | 0.19% | — |
| 45 | E ISHARES TR | $700K | 5.5K | 0.17% | Trimmed(-1.0%) |
| 46 | M DIMENSIONAL ETF TRUST | $649K | 11.6K | 0.16% | Added(+8.1%) |
| 47 | E ISHARES TR | $608K | 8.1K | 0.15% | — |
| 48 | V VANGUARD INTL EQUITY INDEX F | $556K | 9.4K | 0.14% | Added(+0.3%) |
| 49 | V VANGUARD STAR FDS | $554K | 6.5K | 0.14% | Trimmed(-45.2%) |
| 50 | ? N/A EA SERIES TRUST | $536K | 10.4K | 0.13% | — |