Q2 2026 13F filing
Updated 65 days ago787 disclosed positions worth $3.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANGUARD INDEX FDS | $237.6M | 2.76M | 6.25% | Added(+533.8%) |
| 2 | ? N/A ISHARES TR | $160.9M | 2.12M | 4.23% | Added(+11.8%) |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $75.9M | 956.2K | 2.00% | Trimmed(-2.2%) |
| 4 | V VGES VANGUARD INDEX FDS | $75.9M | 944.2K | 2.00% | Added(+1950.4%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $73.6M | 590.3K | 1.94% | Added(+111.1%) |
| 6 | V VGES VANGUARD INDEX FDS | $70.2M | 229.4K | 1.85% | Trimmed(-35.8%) |
| 7 | ? N/A J P MORGAN EXCHANGE TRADED F | $67.9M | 689.0K | 1.79% | Trimmed(-13.1%) |
| 8 | ? N/A VANGUARD INDEX FDS | $66.3M | 335.8K | 1.74% | Trimmed(-36.4%) |
| 9 | E ETHA ISHARES TR | $53.4M | 71.3K | 1.40% | Trimmed(-17.8%) |
| 10 | V VGES VANGUARD INDEX FDS | $52.7M | 76.8K | 1.39% | Trimmed(-0.3%) |
| 11 | A AAPL APPLE INC | $52.5M | 181.5K | 1.38% | Trimmed(-8.5%) |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $52.5M | 104.8K | 1.38% | Trimmed(-3.9%) |
| 13 | N NVDA NVIDIA CORPORATION | $50.5M | 252.4K | 1.33% | Trimmed(-4.2%) |
| 14 | ? N/A VANGUARD INDEX FDS | $46.5M | 153.3K | 1.22% | Added(+18.8%) |
| 15 | V VGES VANGUARD TAX-MANAGED FDS | $45.8M | 645.2K | 1.21% | Added(+0.5%) |
| 16 | ? N/A ZACKS TRUST | $45.5M | 1.02M | 1.20% | Added(+14.9%) |
| 17 | ? N/A SPDR SERIES TRUST | $44.9M | 739.3K | 1.18% | Added(+0.1%) |
| 18 | V VGES VANGUARD INDEX FDS | $44.2M | 202.9K | 1.16% | Trimmed(-2.7%) |
| 19 | ? N/A INVESCO EXCH TRD SLF IDX FD | $43.8M | 2.36M | 1.15% | Trimmed(-9.3%) |
| 20 | ? N/A VANGUARD BD INDEX FDS | $43.7M | 595.3K | 1.15% | Trimmed(-18.5%) |
| 21 | ? N/A INVESCO EXCH TRD SLF IDX FD | $42.5M | 2.17M | 1.12% | Trimmed(-1.7%) |
| 22 | M MU MICRON TECHNOLOGY INC | $41.1M | 35.6K | 1.08% | Trimmed(-1.2%) |
| 23 | ? N/A INVESCO EXCH TRD SLF IDX FD | $39.3M | 2.40M | 1.03% | Trimmed(-10.7%) |
| 24 | ? N/A VANGUARD WORLD FD | $37M | 226.3K | 0.97% | Added(+52.2%) |
| 25 | S SPY STATE STR SPDR S&P 500 ETF T | $35.2M | 47.1K | 0.92% | Added(+0.8%) |
| 26 | ? N/A VANGUARD BD INDEX FDS | $34.1M | 445.0K | 0.90% | Added(+2.4%) |
| 27 | E ETHA ISHARES TR | $32.9M | 239.3K | 0.87% | Added(+3.7%) |
| 28 | ? N/A VANGUARD INTL EQUITY INDEX F | $32.6M | 389.4K | 0.86% | Trimmed(-0.7%) |
| 29 | ? N/A SPDR SERIES TRUST | $32.2M | 558.7K | 0.85% | Added(+1.6%) |
| 30 | ? N/A BNY MELLON ETF TRUST | $31.8M | 708.0K | 0.84% | — |
| 31 | ? N/A VANGUARD INDEX FDS | $30.8M | 84.2K | 0.81% | Trimmed(-35.7%) |
| 32 | ? N/A ISHARES TR | $30.5M | 310.6K | 0.80% | Trimmed(-30.4%) |
| 33 | ? N/A VANGUARD BD INDEX FDS | $30M | 385.6K | 0.79% | Added(+2.3%) |
| 34 | ? N/A INVESCO EXCHANGE TRADED FD T | $29.1M | 409.7K | 0.76% | Trimmed(-22.1%) |
| 35 | ? N/A SCHWAB STRATEGIC TR | $26.9M | 1.01M | 0.71% | Added(+3.1%) |
| 36 | ? N/A SCHWAB STRATEGIC TR | $26.2M | 1.08M | 0.69% | Added(+2.4%) |
| 37 | ? N/A VANGUARD CHARLOTTE FDS | $25.9M | 534.2K | 0.68% | Added(+2.2%) |
| 38 | ? N/A SCHWAB STRATEGIC TR | $24.9M | 861.4K | 0.66% | Trimmed(-0.2%) |
| 39 | ? N/A ISHARES TR | $24.2M | 473.4K | 0.64% | Added(+52.1%) |
| 40 | ? N/A VANGUARD WORLD FD | $23.5M | 267.5K | 0.62% | Added(+393.4%) |
| 41 | ? N/A BLACKROCK ETF TRUST | $23M | 680.9K | 0.61% | Trimmed(-4.5%) |
| 42 | ? N/A VANGUARD SCOTTSDALE FDS | $22.3M | 269.5K | 0.59% | Trimmed(-2.7%) |
| 43 | ? N/A VANGUARD INDEX FDS | $22M | 90.7K | 0.58% | Trimmed(-3.5%) |
| 44 | M MSFT MICROSOFT CORP | $21.7M | 58.1K | 0.57% | Trimmed(-6.4%) |
| 45 | E ETHA ISHARES TR | $21.4M | 199.1K | 0.56% | Trimmed(-9.6%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $20.5M | 509.6K | 0.54% | Trimmed(-9.5%) |
| 47 | V VGES VANGUARD INTL EQUITY INDEX F | $19.9M | 333.8K | 0.52% | Trimmed(-1.9%) |
| 48 | ? N/A SPDR SERIES TRUST | $19.6M | 290.3K | 0.52% | Added(+1.4%) |
| 49 | A AMZN AMAZON COM INC | $19.1M | 80.0K | 0.50% | Trimmed(-17.2%) |
| 50 | ? N/A VANGUARD ADMIRAL FDS INC | $18.4M | 161.3K | 0.48% | Added(+1.7%) |