Q3 2026 13F filing
Updated 2 days ago370 disclosed positions worth $148.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $11.8M | 495.7K | 7.96% | — |
| 2 | S SCHWAB STRATEGIC TR | $10.2M | 348.7K | 6.88% | — |
| 3 | E ISHARES TR | $7.6M | 96.0K | 5.12% | — |
| 4 | S SCHWAB STRATEGIC TR | $6.6M | 199.6K | 4.48% | — |
| 5 | V VANGUARD INTL EQUITY INDEX F | $6.5M | 41.9K | 4.38% | — |
| 6 | V VANGUARD INDEX FDS | $6.5M | 22.8K | 4.36% | — |
| 7 | V VANGUARD BD INDEX FDS | $6.2M | 81.0K | 4.17% | — |
| 8 | S SCHWAB STRATEGIC TR | $5.9M | 215.1K | 3.98% | — |
| 9 | V VANGUARD INDEX FDS | $5.7M | 24.7K | 3.83% | — |
| 10 | V VANGUARD INDEX FDS | $5.5M | 14.7K | 3.71% | — |
| 11 | S SCHWAB STRATEGIC TR | $4.7M | 143.0K | 3.14% | — |
| 12 | S SPDR SERIES TRUST | $4.5M | 50.3K | 3.04% | — |
| 13 | B WISDOMTREE TR | $3.4M | 38.9K | 2.28% | — |
| 14 | V VANGUARD WORLD FD | $3.3M | 26.1K | 2.21% | — |
| 15 | S SPDR INDEX SHS FDS | $2.9M | 56.2K | 1.96% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 25.8K | 1.90% | — |
| 17 | V VANGUARD INDEX FDS | $2.8M | 13.0K | 1.90% | — |
| 18 | V VANGUARD TAX-MANAGED FDS | $2.6M | 36.5K | 1.74% | — |
| 19 | B WISDOMTREE TR | $2.3M | 31.0K | 1.55% | — |
| 20 | S SCHWAB STRATEGIC TR | $2.1M | 42.2K | 1.41% | — |
| 21 | A APPLE INC | $2.1M | 6.3K | 1.41% | — |
| 22 | S SCHWAB STRATEGIC TR | $1.9M | 53.5K | 1.31% | — |
| 23 | E ISHARES TR | $1.8M | 12.1K | 1.24% | — |
| 24 | A SPDR SERIES TRUST | $1.7M | 32.7K | 1.17% | — |
| 25 | S SPDR SERIES TRUST | $1.7M | 16.6K | 1.14% | — |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.3K | 1.11% | — |
| 27 | E ISHARES TR | $1.5M | 3.4K | 0.99% | — |
| 28 | E ISHARES TR | $1.3M | 5.1K | 0.86% | — |
| 29 | V VANGUARD STAR FDS | $1.3M | 14.9K | 0.85% | — |
| 30 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 18.3K | 0.73% | — |
| 31 | E ISHARES TR | $1M | 7.5K | 0.69% | — |
| 32 | M MEDTRONIC PLC | $1M | 11.8K | 0.69% | — |
| 33 | V VANGUARD INDEX FDS | $934K | 1.3K | 0.63% | — |
| 34 | V VANGUARD WORLD FD | $853K | 2.3K | 0.57% | — |
| 35 | V VANGUARD WORLD FD | $793K | 2.5K | 0.53% | — |
| 36 | V VANGUARD SCOTTSDALE FDS | $791K | 7.3K | 0.53% | — |
| 37 | V VANGUARD INDEX FDS | $766K | 8.5K | 0.52% | — |
| 38 | V VANGUARD SCOTTSDALE FDS | $748K | 9.7K | 0.50% | — |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.50% | — |
| 40 | H INVESCO EXCH TRD SLF IDX FD | $718K | 36.8K | 0.48% | — |
| 41 | I INVESCO EXCH TRADED FD TR II | $716K | 10.2K | 0.48% | — |
| 42 | B VANGUARD SPECIALIZED FUNDS | $715K | 3.1K | 0.48% | — |
| 43 | B WISDOMTREE TR | $711K | 9.7K | 0.48% | — |
| 44 | ? N/A INVESCO EXCH TRADED FD TR II | $711K | 9.3K | 0.48% | — |
| 45 | V VANGUARD WORLD FD | $637K | 4.9K | 0.43% | — |
| 46 | M MICROSOFT CORP | $586K | 1.1K | 0.39% | — |
| 47 | M SPDR INDEX SHS FDS | $541K | 11.9K | 0.36% | — |
| 48 | V VEEVA SYS INC | $541K | 1.9K | 0.36% | — |
| 49 | U UNITEDHEALTH GROUP INC | $537K | 1.5K | 0.36% | — |
| 50 | V VANGUARD ADMIRAL FDS INC | $488K | 4.4K | 0.33% | — |