Q3 2026 13F filing
Updated 10 days ago75 disclosed positions worth $556.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $56.8M | 262.8K | 10.21% | Added(+2.9%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $55.5M | 786.1K | 9.98% | Added(+1.9%) |
| 3 | B VANGUARD SPECIALIZED FUNDS | $55.4M | 237.4K | 9.96% | Added(+0.6%) |
| 4 | S SCHWAB STRATEGIC TR | $53.3M | 1.64M | 9.58% | Added(+2.0%) |
| 5 | S SCHWAB STRATEGIC TR | $32.3M | 989.1K | 5.80% | Added(+0.1%) |
| 6 | V VANGUARD INDEX FDS | $26.4M | 92.9K | 4.75% | Added(+2.8%) |
| 7 | S SCHWAB STRATEGIC TR | $24.8M | 904.1K | 4.47% | Added(+1.2%) |
| 8 | V VANGUARD INDEX FDS | $24.4M | 270.8K | 4.39% | Trimmed(-2.1%) |
| 9 | S SCHWAB STRATEGIC TR | $24.1M | 724.3K | 4.34% | Trimmed(-0.6%) |
| 10 | S SCHWAB STRATEGIC TR | $22.7M | 666.3K | 4.08% | Trimmed(-0.2%) |
| 11 | E ISHARES TR | $20.2M | 81.5K | 3.63% | Trimmed(-0.9%) |
| 12 | E ISHARES TR | $14.4M | 138.9K | 2.60% | Trimmed(-0.2%) |
| 13 | V VANGUARD INDEX FDS | $12.6M | 160.3K | 2.26% | Trimmed(-0.3%) |
| 14 | B WISDOMTREE TR | $11.2M | 87.2K | 2.01% | Trimmed(-0.1%) |
| 15 | V VANGUARD INDEX FDS | $10.8M | 46.6K | 1.93% | Added(+2.7%) |
| 16 | S SCHWAB STRATEGIC TR | $9.9M | 274.5K | 1.77% | Trimmed(-1.4%) |
| 17 | E ISHARES INC | $9.4M | 94.7K | 1.69% | Added(+1.5%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $7.8M | 50.4K | 1.41% | Added(+3.8%) |
| 19 | E ISHARES TR | $7.6M | 21.4K | 1.37% | Trimmed(-0.1%) |
| 20 | E ISHARES TR | $7.6M | 95.9K | 1.36% | Added(+4.5%) |
| 21 | E ISHARES TR | $5.4M | 25.6K | 0.96% | Trimmed(-0.0%) |
| 22 | E ISHARES TR | $3.9M | 31.1K | 0.70% | Trimmed(-2.5%) |
| 23 | ? N/A ISHARES TR | $3.9M | 21.0K | 0.70% | Unchanged |
| 24 | S SCHWAB STRATEGIC TR | $3.5M | 112.7K | 0.64% | Added(+0.1%) |
| 25 | ? N/A ISHARES TR | $3M | 15.8K | 0.54% | Trimmed(-1.6%) |
| 26 | T VANGUARD INDEX FDS | $3M | 8.9K | 0.54% | Unchanged |
| 27 | V VANGUARD INTL EQUITY INDEX F | $3M | 50.4K | 0.54% | Added(+10.7%) |
| 28 | S SCHWAB STRATEGIC TR | $2.9M | 99.7K | 0.53% | Added(+0.2%) |
| 29 | J ISHARES TR | $2.9M | 34.0K | 0.52% | Trimmed(-0.5%) |
| 30 | S SCHWAB STRATEGIC TR | $2.8M | 56.2K | 0.50% | Trimmed(-0.3%) |
| 31 | E ISHARES TR | $2.6M | 16.2K | 0.47% | Unchanged |
| 32 | B ISHARES TR | $2.5M | 30.4K | 0.44% | Trimmed(-0.4%) |
| 33 | V VANGUARD WORLD FD | $1.7M | 9.7K | 0.30% | Trimmed(-4.0%) |
| 34 | S SCHWAB STRATEGIC TR | $1.7M | 45.8K | 0.30% | Trimmed(-0.6%) |
| 35 | V VANGUARD INDEX FDS | $1.4M | 7.1K | 0.25% | Added(+1.0%) |
| 36 | E ISHARES TR | $1.4M | 14.0K | 0.24% | Added(+1.7%) |
| 37 | M MICROSOFT CORP | $1.3M | 2.6K | 0.24% | Added(+0.2%) |
| 38 | V VANGUARD SCOTTSDALE FDS | $1.3M | 22.1K | 0.23% | Added(+91.8%) |
| 39 | F FIRST TR EXCHANGE-TRADED FD | $1.2M | 14.2K | 0.22% | Trimmed(-0.1%) |
| 40 | S SCHWAB STRATEGIC TR | $1.2M | 41.0K | 0.22% | Added(+1.4%) |
| 41 | E ISHARES TR | $1.2M | 42.3K | 0.21% | Added(+0.8%) |
| 42 | E ISHARES TR | $1.1M | 5.0K | 0.21% | Unchanged |
| 43 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 12.7K | 0.19% | Trimmed(-1.7%) |
| 44 | E ISHARES TR | $912K | 3.3K | 0.16% | Trimmed(-3.0%) |
| 45 | D INVESCO EXCHANGE TRADED FD T | $909K | 4.6K | 0.16% | Unchanged |
| 46 | E ISHARES TR | $858K | 7.2K | 0.15% | Unchanged |
| 47 | V VANGUARD SCOTTSDALE FDS | $831K | 14.7K | 0.15% | Added(+196.3%) |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.13% | Unchanged |
| 49 | U UNITED PARCEL SVCS INC | $676K | 7.2K | 0.12% | Unchanged |
| 50 | S SCHWAB STRATEGIC TR | $654K | 27.4K | 0.12% | Added(+6.4%) |