Q3 2026 13F filing
Updated 3 days ago86 disclosed positions worth $463.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $105.1M | 298.7K | 22.65% | — |
| 2 | V VANGUARD INDEX FDS | $49M | 172.3K | 10.57% | — |
| 3 | V VANGUARD INTL EQUITY INDEX F | $45.2M | 545.0K | 9.75% | — |
| 4 | V VANGUARD SCOTTSDALE FDS | $41.4M | 529.0K | 8.93% | — |
| 5 | V VANGUARD SCOTTSDALE FDS | $39.3M | 693.8K | 8.47% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $35.5M | 799.7K | 7.66% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $29.7M | 571.3K | 6.40% | — |
| 8 | V VANGUARD CHARLOTTE FDS | $29.2M | 623.8K | 6.30% | — |
| 9 | D DIMENSIONAL ETF TRUST | $24.7M | 666.8K | 5.32% | — |
| 10 | V VANGUARD BD INDEX FDS | $20.8M | 271.7K | 4.47% | — |
| 11 | V VANGUARD INTL EQUITY INDEX F | $18.5M | 119.5K | 4.00% | — |
| 12 | B VANGUARD SPECIALIZED FUNDS | $5.3M | 22.6K | 1.14% | — |
| 13 | V VANGUARD INDEX FDS | $3.1M | 34.4K | 0.67% | — |
| 14 | V VANGUARD INDEX FDS | $2.3M | 10.7K | 0.50% | — |
| 15 | S SCHWAB STRATEGIC TR | $2.3M | 96.8K | 0.49% | — |
| 16 | S SCHWAB STRATEGIC TR | $1.5M | 47.1K | 0.33% | — |
| 17 | A ABBVIE INC | $1.3M | 5.0K | 0.28% | — |
| 18 | E ISHARES TR | $1.1M | 22.6K | 0.24% | — |
| 19 | V VANGUARD INDEX FDS | $1.1M | 13.8K | 0.23% | — |
| 20 | V VANGUARD INDEX FDS | $838K | 2.2K | 0.18% | — |
| 21 | ? N/A EA SERIES TRUST | $645K | 11.8K | 0.14% | — |
| 22 | A ABBOTT LABORATORIES | $534K | 5.4K | 0.12% | — |
| 23 | V VANGUARD WORLD FD | $494K | 6.1K | 0.11% | — |
| 24 | V VANGUARD INDEX FDS | $481K | 686 | 0.10% | — |
| 25 | A APPLE INC | $419K | 1.3K | 0.09% | — |
| 26 | V VANGUARD WHITEHALL FDS | $409K | 2.6K | 0.09% | — |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $344K | 690 | 0.07% | — |
| 28 | E ISHARES TR | $263K | 344 | 0.06% | — |
| 29 | V VANGUARD STAR FDS | $225K | 2.7K | 0.05% | — |
| 30 | ? N/A EA SERIES TRUST | $176K | 3.0K | 0.04% | — |
| 31 | G SPDR GOLD TR | $174K | 456 | 0.04% | — |
| 32 | V VANGUARD TAX-MANAGED FDS | $169K | 2.4K | 0.04% | — |
| 33 | P PROCTER & GAMBLE CO | $162K | 1.1K | 0.04% | — |
| 34 | A ADVANCED MICRO DEVICES INC | $153K | 250 | 0.03% | — |
| 35 | S SELECT SECTOR SPDR TR | $145K | 869 | 0.03% | — |
| 36 | E ISHARES TR | $133K | 538 | 0.03% | — |
| 37 | O OMNICOM GROUP INC | $124K | 1.7K | 0.03% | — |
| 38 | I GARTNER INC | $122K | 654 | 0.03% | — |
| 39 | S STATE STR SPDR S&P 500 ETF T | $92K | 120 | 0.02% | — |
| 40 | M STATE STR SPDR S&P MIDCAP 40 | $88K | 133 | 0.02% | — |
| 41 | E ISHARES TR | $87K | 417 | 0.02% | — |
| 42 | U UNITED PARCEL SVCS INC | $86K | 917 | 0.02% | — |
| 43 | M MICROSOFT CORP | $79K | 154 | 0.02% | — |
| 44 | U US BANCORP | $75K | 1.3K | 0.02% | — |
| 45 | E ISHARES TR | $74K | 487 | 0.02% | — |
| 46 | V VANGUARD INTL EQUITY INDEX F | $70K | 1.2K | 0.01% | — |
| 47 | ? N/A SCHWAB STRATEGIC TR | $67K | 3.1K | 0.01% | — |
| 48 | A AMAZON COM INC | $45K | 179 | 0.01% | — |
| 49 | S SPDR INDEX SHS FDS | $43K | 851 | 0.01% | — |
| 50 | V VANGUARD INDEX FDS | $41K | 178 | 0.01% | — |