Q2 2026 13F filing
Updated 59 days ago425 disclosed positions worth $4.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $441.8M | 1.19M | 10.78% | Added(+6.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $365.7M | 7.26M | 8.92% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $362.5M | 4.43M | 8.85% | Trimmed(-0.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $349.9M | 7.89M | 8.54% | Trimmed(-23.7%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $208.3M | 3.77M | 5.08% | Added(+2.8%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $191.5M | 1.55M | 4.67% | Added(+5.2%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $178.4M | 3.24M | 4.35% | Trimmed(-41.7%) |
| 8 | ? N/A ISHARES TR | $158.7M | 2.09M | 3.87% | Added(+5.6%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $145.5M | 3.90M | 3.55% | Added(+11.5%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $141.5M | 3.90M | 3.45% | Trimmed(-1.0%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $100.6M | 1.25M | 2.46% | Trimmed(-1.9%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $77M | 862.6K | 1.88% | Trimmed(-0.2%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $67.4M | 527.6K | 1.65% | Trimmed(-0.1%) |
| 14 | V VGES VANGUARD INDEX FDS | $54.8M | 79.7K | 1.34% | Added(+18.8%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $52.8M | 758.0K | 1.29% | Trimmed(-45.6%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $46M | 1.19M | 1.12% | Added(+8.2%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $45M | 868.1K | 1.10% | Added(+9.4%) |
| 18 | E EMR EMERSON ELEC CO | $36.8M | 271.6K | 0.90% | Trimmed(-0.1%) |
| 19 | A AAPL APPLE INC | $36.1M | 113.7K | 0.88% | Trimmed(-3.8%) |
| 20 | ? N/A ISHARES TR | $32.6M | 394.8K | 0.79% | Trimmed(-4.7%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $31.7M | 768.3K | 0.77% | Added(+27.6%) |
| 22 | V VGES VANGUARD TAX-MANAGED FDS | $27.2M | 390.0K | 0.66% | Added(+5.8%) |
| 23 | E ETHA ISHARES TR | $25.6M | 155.9K | 0.62% | Trimmed(-3.4%) |
| 24 | ? N/A BLACKROCK ETF TRUST | $25.1M | 705.9K | 0.61% | — |
| 25 | E ETHA ISHARES TR | $21.1M | 154.4K | 0.51% | Added(+2613.8%) |
| 26 | E ETHA ISHARES TR | $20.7M | 264.7K | 0.50% | Added(+5.5%) |
| 27 | ? N/A AMERICAN CENTY ETF TR | $18.2M | 176.1K | 0.44% | Added(+0.0%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $18.1M | 198.6K | 0.44% | Trimmed(-0.3%) |
| 29 | P PLDGP PROLOGIS INC. | $17.7M | 124.4K | 0.43% | Added(+171.2%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $17.7M | 214.3K | 0.43% | Added(+22.4%) |
| 31 | E ETHA ISHARES TR | $16.2M | 70.0K | 0.39% | — |
| 32 | V VGES VANGUARD INDEX FDS | $13.8M | 141.6K | 0.34% | Added(+3.2%) |
| 33 | M MSFT MICROSOFT CORP | $13.5M | 34.6K | 0.33% | Added(+1.9%) |
| 34 | L LLY ELI LILLY & CO | $13.4M | 11.3K | 0.33% | Trimmed(-0.6%) |
| 35 | E ETHA ISHARES TR | $13.3M | 316.7K | 0.33% | Trimmed(-0.5%) |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $12.8M | 374.2K | 0.31% | Added(+133.2%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $12.7M | 327.3K | 0.31% | Added(+0.2%) |
| 38 | N NVDA NVIDIA CORPORATION | $12.4M | 60.9K | 0.30% | Added(+15.1%) |
| 39 | S SPY STATE STR SPDR S&P 500 ETF T | $12.2M | 16.3K | 0.30% | Trimmed(-6.4%) |
| 40 | ? N/A EA SERIES TRUST | $11.9M | 198.5K | 0.29% | Trimmed(-70.9%) |
| 41 | V VGES VANGUARD INDEX FDS | $11.9M | 34.5K | 0.29% | Trimmed(-7.4%) |
| 42 | E ETHA ISHARES TR | $11.9M | 123.7K | 0.29% | Added(+0.4%) |
| 43 | V VGES VANGUARD INDEX FDS | $11.8M | 49.5K | 0.29% | Added(+7.1%) |
| 44 | ? N/A ISHARES TR | $11.4M | 69.5K | 0.28% | Trimmed(-3.9%) |
| 45 | S SCHW-PJ SCHWAB STRATEGIC TR | $10.9M | 316.2K | 0.27% | Added(+1645.8%) |
| 46 | A AMZN AMAZON COM INC | $10.6M | 42.7K | 0.26% | Trimmed(-1.0%) |
| 47 | G GOOGN ALPHABET INC | $10.6M | 30.0K | 0.26% | Added(+3.6%) |
| 48 | V VGES VANGUARD INTL EQUITY INDEX F | $10M | 170.7K | 0.24% | Added(+14.0%) |
| 49 | ? N/A BLACKROCK ETF TRUST | $10M | 219.4K | 0.24% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $9.7M | 201.9K | 0.24% | Added(+14.8%) |