Q3 2026 13F filing
Updated 8 days ago674 disclosed positions worth $9.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $710.3M | 7.88M | 7.48% | Added(+2.5%) |
| 2 | V VANGUARD INDEX FDS | $407.8M | 1.89M | 4.29% | Added(+3.1%) |
| 3 | B VANGUARD SPECIALIZED FUNDS | $405.1M | 1.74M | 4.27% | Added(+4.6%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $365.6M | 5.18M | 3.85% | Trimmed(-1.5%) |
| 5 | E ISHARES TR | $361.2M | 3.73M | 3.80% | Added(+2.2%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $275.8M | 2.52M | 2.90% | Added(+6.8%) |
| 7 | E ISHARES TR | $267.5M | 2.68M | 2.82% | Added(+5.0%) |
| 8 | A APPLE INC | $243.1M | 730.0K | 2.56% | Trimmed(-1.9%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $211.2M | 4.75M | 2.22% | Trimmed(-1.2%) |
| 10 | E ISHARES TR | $193.8M | 1.42M | 2.04% | Added(+0.2%) |
| 11 | M MICROSOFT CORP | $188.6M | 367.6K | 1.99% | Trimmed(-1.0%) |
| 12 | E ISHARES TR | $181.3M | 236.7K | 1.91% | Trimmed(-1.3%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $174.4M | 3.33M | 1.84% | Added(+6.2%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $141.3M | 1.10M | 1.49% | Added(+2.5%) |
| 15 | E ISHARES TR | $133.9M | 1.07M | 1.41% | Trimmed(-0.9%) |
| 16 | E ISHARES TR | $132.3M | 1.20M | 1.39% | Added(+0.5%) |
| 17 | M DIMENSIONAL ETF TRUST | $127.7M | 2.29M | 1.35% | Trimmed(-0.8%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $123M | 2.24M | 1.30% | Trimmed(-2.4%) |
| 19 | ? N/A DFA INVT DIMENSIONS GROUP IN | $113.6M | 3.03M | 1.20% | — |
| 20 | E ISHARES INC | $108M | 1.33M | 1.14% | Trimmed(-0.5%) |
| 21 | G ALPHABET INC | $106.6M | 312.7K | 1.12% | Trimmed(-0.9%) |
| 22 | T TAIWAN SEMICONDUCTOR MANUFAC | $105.2M | 230.7K | 1.11% | Trimmed(-4.7%) |
| 23 | E ISHARES TR | $96.9M | 1.22M | 1.02% | Trimmed(-4.6%) |
| 24 | A BROADCOM INC | $96M | 273.4K | 1.01% | Trimmed(-4.8%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $95.7M | 1.15M | 1.01% | Trimmed(-2.0%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $94.8M | 1.60M | 1.00% | Trimmed(-1.1%) |
| 27 | E ISHARES TR | $89.9M | 631.9K | 0.95% | Added(+0.9%) |
| 28 | E ISHARES TR | $88.2M | 355.6K | 0.93% | Trimmed(-1.0%) |
| 29 | E ISHARES TR | $88.1M | 687.9K | 0.93% | Trimmed(-1.4%) |
| 30 | N DIMENSIONAL ETF TRUST | $77.1M | 2.29M | 0.81% | Added(+10.6%) |
| 31 | V VANGUARD INDEX FDS | $75.3M | 325.7K | 0.79% | Trimmed(-1.8%) |
| 32 | J ISHARES TR | $73.3M | 867.8K | 0.77% | Trimmed(-1.2%) |
| 33 | S STATE STR SPDR S&P 500 ETF T | $72.2M | 94.6K | 0.76% | Trimmed(-1.6%) |
| 34 | I ISHARES TR | $68.2M | 351.9K | 0.72% | Trimmed(-0.9%) |
| 35 | C CISCO SYS INC | $67.2M | 624.6K | 0.71% | Trimmed(-4.5%) |
| 36 | V VANGUARD INDEX FDS | $66.7M | 178.2K | 0.70% | Added(+3.0%) |
| 37 | J JPMORGAN CHASE & CO | $66.2M | 200.2K | 0.70% | Trimmed(-2.5%) |
| 38 | V VANGUARD SCOTTSDALE FDS | $64.3M | 498.7K | 0.68% | Trimmed(-0.3%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $62.1M | 803.3K | 0.65% | Trimmed(-4.2%) |
| 40 | A AMAZON COM INC | $59.5M | 238.7K | 0.63% | Added(+0.9%) |
| 41 | E ISHARES TR | $57.1M | 545.8K | 0.60% | Added(+89.3%) |
| 42 | J JOHNSON & JOHNSON | $56.2M | 212.3K | 0.59% | Added(+3.9%) |
| 43 | L ELI LILLY & CO | $56.2M | 48.6K | 0.59% | Added(+6.5%) |
| 44 | B BLACKROCK INC | $56.1M | 53.0K | 0.59% | Trimmed(-2.2%) |
| 45 | E ISHARES TR | $54M | 519.6K | 0.57% | Trimmed(-1.1%) |
| 46 | E ISHARES TR | $53.3M | 740.6K | 0.56% | Trimmed(-2.8%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $50.5M | 760.1K | 0.53% | Trimmed(-1.4%) |
| 48 | V VISA INC | $44.8M | 124.8K | 0.47% | Trimmed(-1.7%) |
| 49 | L LOWES COS INC | $44.2M | 239.7K | 0.47% | Trimmed(-4.1%) |
| 50 | E ISHARES TR | $43.3M | 155.7K | 0.46% | Added(+0.1%) |