Q3 2026 13F filing
Updated 8 days ago46 disclosed positions worth $143.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $37.9M | 536.9K | 26.34% | Added(+3.6%) |
| 2 | V VANGUARD INDEX FDS | $19.3M | 89.3K | 13.41% | Added(+5.3%) |
| 3 | V VANGUARD INDEX FDS | $18.7M | 50.0K | 12.99% | Trimmed(-1.7%) |
| 4 | V VANGUARD INDEX FDS | $18.6M | 206.8K | 12.95% | Added(+5.3%) |
| 5 | V VANGUARD INDEX FDS | $9.7M | 34.0K | 6.72% | Added(+4.3%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $9M | 151.9K | 6.26% | Added(+7.2%) |
| 7 | V VANGUARD INDEX FDS | $3.6M | 5.2K | 2.52% | Trimmed(-0.0%) |
| 8 | S SPDR SERIES TRUST | $2.4M | 89.7K | 1.70% | Added(+4.0%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $2.2M | 27.9K | 1.52% | Added(+2.8%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $2.2M | 28.3K | 1.52% | Added(+3.6%) |
| 11 | N NVIDIA CORPORATION | $1.5M | 6.3K | 1.01% | Trimmed(-10.0%) |
| 12 | A APPLE INC | $1.3M | 4.0K | 0.94% | Trimmed(-2.1%) |
| 13 | A AUTOMATIC DATA PROCESSING IN | $1.2M | 4.8K | 0.86% | Trimmed(-0.9%) |
| 14 | V VANGUARD MALVERN FDS | $1.2M | 23.7K | 0.81% | Added(+5.1%) |
| 15 | E ISHARES TR | $1.1M | 10.4K | 0.80% | Trimmed(-30.3%) |
| 16 | M MICRON TECHNOLOGY INC | $982K | 922 | 0.68% | Added(+79.4%) |
| 17 | A AMAZON COM INC | $920K | 3.7K | 0.64% | Added(+1.5%) |
| 18 | M MICROSOFT CORP | $853K | 1.7K | 0.59% | Added(+3.3%) |
| 19 | T TESLA INC | $808K | 2.3K | 0.56% | Trimmed(-2.9%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $777K | 19.3K | 0.54% | Added(+52.5%) |
| 21 | G ALPHABET INC | $748K | 2.2K | 0.52% | Added(+0.2%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $661K | 17.6K | 0.46% | Added(+61.3%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $606K | 4.7K | 0.42% | — |
| 24 | B VANGUARD SPECIALIZED FUNDS | $519K | 2.2K | 0.36% | Unchanged |
| 25 | M META PLATFORMS INC | $511K | 704 | 0.35% | Added(+3.1%) |
| 26 | C DIMENSIONAL ETF TRUST | $459K | 11.1K | 0.32% | Added(+7.3%) |
| 27 | V VANGUARD WORLD FD | $423K | 3.4K | 0.29% | Added(+2.7%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $416K | 3.5K | 0.29% | — |
| 29 | E CONSOLIDATED EDISON INC | $408K | 4.0K | 0.28% | Trimmed(-1.1%) |
| 30 | G SPDR GOLD TR | $393K | 1.0K | 0.27% | Added(+1.3%) |
| 31 | V VANGUARD INDEX FDS | $373K | 4.8K | 0.26% | Unchanged |
| 32 | G ALPHABET INC | $337K | 980 | 0.23% | Trimmed(-0.6%) |
| 33 | Q INVESCO QQQ TR | $333K | 450 | 0.23% | Unchanged |
| 34 | W WSFS FINL CORP | $311K | 4.1K | 0.22% | Unchanged |
| 35 | P PUBLIC SVC ENTERPRISE GROUP | $298K | 4.4K | 0.21% | Added(+2.0%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $286K | 3.6K | 0.20% | — |
| 37 | H HOME DEPOT INC | $281K | 988 | 0.20% | Trimmed(-4.6%) |
| 38 | B BROADRIDGE FINL SOLUTIONS IN | $280K | 1.7K | 0.19% | Added(+0.6%) |
| 39 | E ISHARES TR | $278K | 363 | 0.19% | Unchanged |
| 40 | N DIMENSIONAL ETF TRUST | $265K | 6.7K | 0.18% | Added(+26.0%) |
| 41 | B BOEING CO | $262K | 1.4K | 0.18% | Unchanged |
| 42 | T TAIWAN SEMICONDUCTOR MANUFAC | $240K | 524 | 0.17% | Unchanged |
| 43 | J JPMORGAN CHASE & CO | $235K | 710 | 0.16% | Trimmed(-5.0%) |
| 44 | S STATE STR SPDR S&P 500 ETF T | $226K | 296 | 0.16% | Added(+0.3%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $213K | 5.4K | 0.15% | — |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $205K | 2.5K | 0.14% | Unchanged |