Q3 2026 13F filing
Updated 2 days ago53 disclosed positions worth $162.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $22.1M | 244.7K | 13.59% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $16M | 359.5K | 9.82% | — |
| 3 | R DIMENSIONAL ETF TRUST | $15.6M | 336.3K | 9.60% | — |
| 4 | V VANGUARD BD INDEX FDS | $12.7M | 180.5K | 7.78% | — |
| 5 | N DIMENSIONAL ETF TRUST | $10.4M | 309.5K | 6.40% | — |
| 6 | M DIMENSIONAL ETF TRUST | $10M | 178.7K | 6.13% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $8.6M | 79.0K | 5.31% | — |
| 8 | N DIMENSIONAL ETF TRUST | $8.6M | 219.5K | 5.30% | — |
| 9 | P PIMCO ETF TR | $7.5M | 74.8K | 4.62% | — |
| 10 | ? N/A AMERICAN CENTY ETF TR | $6.5M | 100.5K | 4.02% | — |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $6.2M | 257.3K | 3.82% | — |
| 12 | C DIMENSIONAL ETF TRUST | $6.1M | 148.3K | 3.77% | — |
| 13 | I INVESCO EXCH TRADED FD TR II | $3.9M | 154.3K | 2.40% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 18.9K | 1.14% | — |
| 15 | A APPLE INC | $1.8M | 5.5K | 1.13% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 28.8K | 0.93% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 33.7K | 0.90% | — |
| 18 | G SPDR GOLD TR | $1.3M | 3.4K | 0.78% | — |
| 19 | C DIMENSIONAL ETF TRUST | $1.2M | 29.3K | 0.76% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 30.2K | 0.74% | — |
| 21 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 14.7K | 0.72% | — |
| 22 | H DIMENSIONAL ETF TRUST | $1.2M | 31.0K | 0.72% | — |
| 23 | H DIMENSIONAL ETF TRUST | $972K | 24.2K | 0.60% | — |
| 24 | V VANGUARD INDEX FDS | $822K | 1.2K | 0.51% | — |
| 25 | M MICROSOFT CORP | $806K | 1.6K | 0.49% | — |
| 26 | A AMAZON COM INC | $795K | 3.2K | 0.49% | — |
| 27 | M AMERICAN CENTY ETF TR | $763K | 6.5K | 0.47% | — |
| 28 | M MICRON TECHNOLOGY INC | $746K | 700 | 0.46% | — |
| 29 | J JPMORGAN CHASE & CO | $720K | 2.2K | 0.44% | — |
| 30 | S DIMENSIONAL ETF TRUST | $717K | 18.1K | 0.44% | — |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $681K | 1.4K | 0.42% | — |
| 32 | G ALPHABET INC | $675K | 2.0K | 0.41% | — |
| 33 | N NORTHERN TR CORP | $644K | 3.8K | 0.40% | — |
| 34 | ? N/A AMERICAN CENTY ETF TR | $641K | 5.0K | 0.39% | — |
| 35 | V VANGUARD INDEX FDS | $576K | 1.5K | 0.35% | — |
| 36 | K COCA COLA CO | $542K | 6.3K | 0.33% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $541K | 10.7K | 0.33% | — |
| 38 | V VANGUARD INDEX FDS | $496K | 5.5K | 0.30% | — |
| 39 | G WORLD GOLD TR | $458K | 5.6K | 0.28% | — |
| 40 | ? N/A AMERICAN CENTY ETF TR | $402K | 4.5K | 0.25% | — |
| 41 | M META PLATFORMS INC | $363K | 500 | 0.22% | — |
| 42 | C CIENA CORP | $352K | 1.0K | 0.22% | — |
| 43 | V VANGUARD CHARLOTTE FDS | $351K | 7.5K | 0.22% | — |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $310K | 6.7K | 0.19% | — |
| 45 | Q DIMENSIONAL ETF TRUST | $302K | 5.9K | 0.19% | — |
| 46 | ? N/A AMERICAN CENTY ETF TR | $280K | 7.1K | 0.17% | — |
| 47 | E ISHARES TR | $276K | 2.7K | 0.17% | — |
| 48 | G ALPHABET INC | $269K | 782 | 0.17% | — |
| 49 | B BYLINE BANCORP INC | $261K | 7.1K | 0.16% | — |
| 50 | W WALMART INC | $242K | 2.3K | 0.15% | — |