Q3 2026 13F filing
Updated 22 days ago72 disclosed positions worth $266.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $75M | 2.56M | 28.15% | Trimmed(-0.8%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $33.8M | 478.7K | 12.69% | Added(+1.4%) |
| 3 | S SCHWAB STRATEGIC TR | $15.8M | 573.8K | 5.92% | Trimmed(-1.9%) |
| 4 | E ISHARES TR | $13.2M | 244.3K | 4.97% | Added(+1.1%) |
| 5 | S SCHWAB STRATEGIC TR | $12.6M | 570.3K | 4.73% | Added(+1.3%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $11.1M | 187.7K | 4.18% | Added(+2.8%) |
| 7 | P PIMCO ETF TR | $8.4M | 91.6K | 3.16% | Added(+3.4%) |
| 8 | V VANGUARD INTL EQUITY INDEX F | $6.7M | 42.2K | 2.50% | Trimmed(-1.4%) |
| 9 | S SCHWAB STRATEGIC TR | $5.9M | 250.8K | 2.23% | Trimmed(-1.0%) |
| 10 | ? N/A ISHARES TR | $5.5M | 109.4K | 2.08% | Trimmed(-3.0%) |
| 11 | G ALPHABET INC | $5.2M | 15.0K | 1.93% | Trimmed(-1.7%) |
| 12 | V VANGUARD INDEX FDS | $4.7M | 12.6K | 1.77% | Added(+49.5%) |
| 13 | ? N/A SCHWAB STRATEGIC TR | $4.5M | 186.9K | 1.70% | Added(+11.8%) |
| 14 | S SCHWAB STRATEGIC TR | $3.8M | 104.5K | 1.43% | Trimmed(-3.0%) |
| 15 | G ALPHABET INC | $3.7M | 10.9K | 1.39% | Added(+1.0%) |
| 16 | V VANGUARD INDEX FDS | $3.2M | 4.6K | 1.21% | Trimmed(-1.2%) |
| 17 | A APPLE INC | $3.1M | 9.3K | 1.17% | Trimmed(-0.6%) |
| 18 | A AMAZON COM INC | $3.1M | 12.4K | 1.16% | Unchanged |
| 19 | S ABRDN SILVER ETF TRUST | $3.1M | 53.3K | 1.15% | Added(+3.7%) |
| 20 | S SCHWAB STRATEGIC TR | $3M | 92.0K | 1.12% | Trimmed(-0.1%) |
| 21 | S SCHWAB STRATEGIC TR | $2.7M | 81.0K | 1.01% | Added(+6.1%) |
| 22 | V VANGUARD INTL EQUITY INDEX F | $2.6M | 31.8K | 0.99% | Trimmed(-1.9%) |
| 23 | G WORLD GOLD TR | $2.3M | 27.7K | 0.85% | Added(+3.9%) |
| 24 | E ISHARES TR | $2M | 8.2K | 0.76% | Unchanged |
| 25 | ? N/A ISHARES TR | $1.9M | 45.5K | 0.72% | Added(+0.3%) |
| 26 | I ISHARES GOLD TR | $1.6M | 20.0K | 0.59% | Added(+5.1%) |
| 27 | E ISHARES TR | $1.5M | 30.0K | 0.55% | Added(+213.5%) |
| 28 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.8K | 0.51% | Added(+0.6%) |
| 29 | V VANGUARD INDEX FDS | $1.2M | 13.8K | 0.47% | Trimmed(-0.3%) |
| 30 | S SCHWAB STRATEGIC TR | $1.1M | 35.2K | 0.43% | Added(+0.9%) |
| 31 | A ARROWHEAD PHARMACEUTICALS IN | $1.1M | 17.5K | 0.43% | Unchanged |
| 32 | E ISHARES TR | $1.1M | 10.7K | 0.41% | Trimmed(-2.1%) |
| 33 | A BROADCOM INC | $1.1M | 3.0K | 0.39% | Unchanged |
| 34 | V VANGUARD WORLD FD | $992K | 7.9K | 0.37% | Added(+4.1%) |
| 35 | N NVIDIA CORPORATION | $945K | 4.1K | 0.35% | Added(+8.4%) |
| 36 | V VANGUARD BD INDEX FDS | $922K | 13.1K | 0.35% | Added(+35.7%) |
| 37 | A AFFIRM HLDGS INC | $912K | 13.2K | 0.34% | Trimmed(-5.4%) |
| 38 | S SCHWAB STRATEGIC TR | $842K | 26.8K | 0.32% | Added(+4.2%) |
| 39 | M BLACKROCK MUNIHLDNGS CALI | $735K | 75.3K | 0.28% | Added(+2.0%) |
| 40 | V VANGUARD INDEX FDS | $685K | 7.6K | 0.26% | Trimmed(-0.8%) |
| 41 | M MICROSOFT CORP | $666K | 1.3K | 0.25% | Unchanged |
| 42 | ? N/A ISHARES TR | $665K | 16.7K | 0.25% | Added(+0.5%) |
| 43 | S SCHWAB STRATEGIC TR | $591K | 23.5K | 0.22% | Trimmed(-4.6%) |
| 44 | T TESLA INC | $566K | 1.6K | 0.21% | Trimmed(-0.9%) |
| 45 | M META PLATFORMS INC | $558K | 769 | 0.21% | Unchanged |
| 46 | B VANGUARD SPECIALIZED FUNDS | $553K | 2.4K | 0.21% | Unchanged |
| 47 | B BOX INC | $552K | 16.5K | 0.21% | Added(+1.9%) |
| 48 | G COLUMBIA ETF TR II | $544K | 10.6K | 0.20% | Unchanged |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $531K | 1.1K | 0.20% | Unchanged |
| 50 | Q INVESCO QQQ TR | $522K | 706 | 0.20% | Trimmed(-0.8%) |