Q3 2026 13F filing
Updated 22 days ago150 disclosed positions worth $392M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $55.9M | 73.0K | 14.26% | Trimmed(-0.2%) |
| 2 | V VANGUARD BD INDEX FDS | $54.8M | 781.8K | 13.99% | Added(+3.3%) |
| 3 | V VANGUARD INDEX FDS | $45.2M | 501.5K | 11.53% | Trimmed(-0.9%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $36.2M | 462.1K | 9.23% | Added(+3.4%) |
| 5 | V VANGUARD INDEX FDS | $31.8M | 146.9K | 8.10% | Trimmed(-0.2%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $27M | 325.4K | 6.89% | Added(+0.2%) |
| 7 | E ISHARES TR | $21.3M | 295.7K | 5.43% | Added(+0.7%) |
| 8 | E ISHARES TR | $18.3M | 134.4K | 4.67% | Added(+1.5%) |
| 9 | V VANGUARD MUN BD FDS | $15M | 317.4K | 3.83% | Added(+2.4%) |
| 10 | E ISHARES TR | $12M | 48.5K | 3.07% | Trimmed(-3.2%) |
| 11 | V VANGUARD INTL EQUITY INDEX F | $10.8M | 182.4K | 2.76% | Added(+0.8%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $10.5M | 67.4K | 2.67% | Added(+1.0%) |
| 13 | V VANGUARD INDEX FDS | $10M | 26.7K | 2.55% | Trimmed(-5.0%) |
| 14 | E ISHARES TR | $9.2M | 96.4K | 2.34% | Added(+0.8%) |
| 15 | S SCHWAB STRATEGIC TR | $6.5M | 191.4K | 1.66% | Added(+0.5%) |
| 16 | V VANGUARD INDEX FDS | $6M | 21.1K | 1.53% | Added(+0.2%) |
| 17 | A APPLE INC | $3.5M | 10.5K | 0.89% | Added(+0.5%) |
| 18 | V VANGUARD INDEX FDS | $2.2M | 9.7K | 0.57% | Trimmed(-2.8%) |
| 19 | E ISHARES TR | $1.7M | 10.3K | 0.42% | Trimmed(-9.9%) |
| 20 | S STATE STR SPDR S&P 500 ETF T | $1.1M | 1.5K | 0.29% | Added(+0.3%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 6.7K | 0.27% | Trimmed(-2.7%) |
| 22 | E ISHARES TR | $884K | 6.9K | 0.23% | Trimmed(-10.6%) |
| 23 | E ISHARES TR | $783K | 2.2K | 0.20% | Trimmed(-1.2%) |
| 24 | V VANGUARD INDEX FDS | $589K | 2.5K | 0.15% | Trimmed(-1.2%) |
| 25 | A AMAZON COM INC | $568K | 2.3K | 0.14% | Trimmed(-0.1%) |
| 26 | E ISHARES TR | $493K | 3.5K | 0.13% | Unchanged |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $468K | 8.5K | 0.12% | Added(+0.3%) |
| 28 | G GOLDMAN SACHS GROUP INC | $466K | 517 | 0.12% | Added(+0.6%) |
| 29 | E ISHARES TR | $450K | 3.6K | 0.11% | Trimmed(-4.4%) |
| 30 | D DEERE & CO | $440K | 655 | 0.11% | Added(+0.3%) |
| 31 | M META PLATFORMS INC | $399K | 550 | 0.10% | Unchanged |
| 32 | E ISHARES TR | $396K | 1.7K | 0.10% | Unchanged |
| 33 | V VANGUARD INDEX FDS | $393K | 1.1K | 0.10% | Trimmed(-6.8%) |
| 34 | C CONSTELLATION ENERGY CORP | $387K | 1.5K | 0.10% | Unchanged |
| 35 | A AON PLC | $370K | 1.3K | 0.09% | Unchanged |
| 36 | J JPMORGAN CHASE & CO | $364K | 1.1K | 0.09% | Added(+0.4%) |
| 37 | M MCDONALDS CORP | $226K | 977 | 0.06% | Trimmed(-8.9%) |
| 38 | O ORACLE CORP | $215K | 1.6K | 0.05% | Added(+0.5%) |
| 39 | A VANGUARD INTL EQUITY INDEX F | $214K | 1.9K | 0.05% | Trimmed(-2.7%) |
| 40 | V VANGUARD INTL EQUITY INDEX F | $202K | 2.3K | 0.05% | Added(+0.2%) |
| 41 | E ISHARES TR | $200K | 464 | 0.05% | Trimmed(-1.1%) |
| 42 | E EXELON CORP | $185K | 4.6K | 0.05% | Unchanged |
| 43 | U UNITEDHEALTH GROUP INC | $182K | 496 | 0.05% | Trimmed(-21.3%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $180K | 2.3K | 0.05% | Added(+0.1%) |
| 45 | P PHILIP MORRIS INTL INC | $166K | 869 | 0.04% | Added(+0.3%) |
| 46 | B VANGUARD SPECIALIZED FUNDS | $150K | 643 | 0.04% | Added(+0.5%) |
| 47 | P PROCTER & GAMBLE CO | $132K | 908 | 0.03% | Trimmed(-11.5%) |
| 48 | E ISHARES TR | $127K | 479 | 0.03% | Unchanged |
| 49 | V VANGUARD WHITEHALL FDS | $126K | 813 | 0.03% | Unchanged |
| 50 | E ISHARES TR | $93K | 961 | 0.02% | Unchanged |