Q2 2026 13F filing
Updated 38 days ago82 disclosed positions worth $448M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $87.6M | 1.98M | 19.55% | Added(+4.3%) |
| 2 | V VGES VANGUARD INDEX FDS | $44.6M | 120.8K | 9.96% | Added(+6.3%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $44.1M | 1.18M | 9.83% | Added(+5.6%) |
| 4 | V VGES VANGUARD TAX-MANAGED FDS | $26.7M | 379.2K | 5.96% | Added(+1.1%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $16.5M | 346.3K | 3.69% | Added(+2.9%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $13.8M | 327.3K | 3.08% | Added(+2.8%) |
| 7 | E ETHA ISHARES TR | $12.8M | 127.4K | 2.85% | Added(+804.2%) |
| 8 | S STT-PG SPDR SERIES TRUST | $12.7M | 144.5K | 2.83% | Added(+2.3%) |
| 9 | V VGES VANGUARD INDEX FDS | $12.4M | 51.0K | 2.76% | Added(+1.3%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $11.8M | 296.7K | 2.63% | Added(+2.0%) |
| 11 | ? N/A EA SERIES TRUST | $10.5M | 188.5K | 2.34% | Added(+5.1%) |
| 12 | ? N/A EA SERIES TRUST | $10.4M | 134.6K | 2.32% | Added(+4.7%) |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $9.3M | 379.8K | 2.08% | Trimmed(-45.7%) |
| 14 | A AAPL APPLE INC | $8.9M | 30.1K | 1.98% | Added(+110.8%) |
| 15 | ? N/A EA SERIES TRUST | $8.2M | 137.6K | 1.83% | Unchanged |
| 16 | A AVGO BROADCOM INC | $8.1M | 21.9K | 1.81% | — |
| 17 | B BX VANGUARD SPECIALIZED FUNDS | $7.1M | 30.1K | 1.59% | Trimmed(-0.1%) |
| 18 | V VGES VANGUARD INTL EQUITY INDEX F | $6.3M | 106.3K | 1.41% | Added(+1.7%) |
| 19 | E ETHA ISHARES TR | $6.3M | 65.4K | 1.40% | Added(+3.7%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $6.1M | 122.3K | 1.37% | Added(+3.8%) |
| 21 | V VGES VANGUARD SCOTTSDALE FDS | $5.7M | 99.0K | 1.28% | — |
| 22 | V VGES VANGUARD INDEX FDS | $5.7M | 59.1K | 1.28% | Added(+2.4%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $5.5M | 100.6K | 1.22% | Added(+2.5%) |
| 24 | ? N/A GRANITESHARES ETF TR | $5M | 209.7K | 1.12% | Trimmed(-9.7%) |
| 25 | V VGES VANGUARD MUN BD FDS | $5M | 98.6K | 1.11% | Trimmed(-40.3%) |
| 26 | ? N/A EA SERIES TRUST | $4.4M | 101.5K | 0.98% | Added(+3.5%) |
| 27 | ? N/A EA SERIES TRUST | $4.2M | 123.9K | 0.94% | Added(+4.8%) |
| 28 | ? N/A EA SERIES TRUST | $2.8M | 117.7K | 0.63% | Added(+4.3%) |
| 29 | ? N/A EA SERIES TRUST | $2.7M | 50.9K | 0.60% | Unchanged |
| 30 | C COST COSTCO WHOLESALE CORPORATION | $2.7M | 2.9K | 0.60% | Trimmed(-0.5%) |
| 31 | ? N/A FRANKLIN TEMPLETON ETF TR | $2.6M | 103.1K | 0.58% | Trimmed(-0.1%) |
| 32 | ? N/A PACER FDS TR | $2.6M | 44.4K | 0.58% | Added(+8.4%) |
| 33 | Q QQQ INVESCO QQQ TR | $1.9M | 2.7K | 0.43% | Added(+41.0%) |
| 34 | V VGES VANGUARD INDEX FDS | $1.7M | 2.5K | 0.38% | Added(+292.3%) |
| 35 | C CAT CATERPILLAR INC | $1.7M | 1.7K | 0.38% | Unchanged |
| 36 | ? N/A EA SERIES TRUST | $1.7M | 29.1K | 0.37% | Trimmed(-5.2%) |
| 37 | G GOOGN ALPHABET INC | $1.6M | 4.5K | 0.36% | Added(+1.4%) |
| 38 | ? N/A PACER FDS TR | $1.5M | 41.1K | 0.33% | Added(+5.9%) |
| 39 | V VGES VANGUARD STAR FDS | $1.5M | 17.3K | 0.33% | — |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 29.6K | 0.32% | Added(+1.9%) |
| 41 | E ETHA ISHARES TR | $1.4M | 14.9K | 0.31% | Trimmed(-72.7%) |
| 42 | G GOOGN ALPHABET INC | $1.3M | 3.6K | 0.29% | Added(+3.9%) |
| 43 | L LRCX LAM RESEARCH CORP | $1.3M | 3.3K | 0.29% | Added(+0.1%) |
| 44 | V VGES VANGUARD INTL EQUITY INDEX F | $1.1M | 13.8K | 0.25% | Trimmed(-2.5%) |
| 45 | V VGES VANGUARD MALVERN FDS | $1.1M | 22.9K | 0.25% | Added(+9.4%) |
| 46 | S SREA SEMPRA | $1.1M | 12.3K | 0.25% | Trimmed(-3.5%) |
| 47 | P PCAR PACCAR INC | $969K | 8.0K | 0.22% | Unchanged |
| 48 | M MSFT MICROSOFT CORP | $921K | 2.4K | 0.21% | Added(+0.2%) |
| 49 | T TSLA TESLA INC | $776K | 1.8K | 0.17% | Added(+41.8%) |
| 50 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $751K | 1 | 0.17% | — |