Q3 2026 13F filing
Updated 27 days ago119 disclosed positions worth $450.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $55M | 1.16M | 12.20% | Added(+6.0%) |
| 2 | V VANGUARD INDEX FDS | $27.4M | 303.7K | 6.07% | Added(+2.9%) |
| 3 | E ISHARES TR | $27.1M | 260.8K | 6.01% | Added(+2.1%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $21.1M | 192.7K | 4.68% | Added(+4.0%) |
| 5 | V VANGUARD MALVERN FDS | $20.3M | 412.2K | 4.50% | Added(+7.3%) |
| 6 | E ISHARES TR | $17.5M | 341.6K | 3.88% | Added(+7.7%) |
| 7 | D DIMENSIONAL ETF TRUST | $16.8M | 454.8K | 3.74% | Trimmed(-3.7%) |
| 8 | ? N/A ISHARES TR | $15.3M | 366.5K | 3.40% | Added(+7.5%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $14.7M | 162.3K | 3.25% | Added(+7.3%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $13.7M | 145.7K | 3.04% | Added(+4.2%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $13.1M | 172.2K | 2.92% | Added(+9.6%) |
| 12 | E ISHARES TR | $11.9M | 52.0K | 2.63% | Trimmed(-1.7%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $10.4M | 88.3K | 2.31% | Added(+6.1%) |
| 14 | V VANGUARD INDEX FDS | $10.3M | 35.2K | 2.28% | Added(+2.9%) |
| 15 | V VANGUARD INDEX FDS | $9.2M | 39.8K | 2.04% | Trimmed(-3.2%) |
| 16 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 98.1K | 1.97% | Added(+6.8%) |
| 17 | V VANGUARD INDEX FDS | $8.8M | 45.2K | 1.96% | Trimmed(-1.8%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $7.4M | 58.0K | 1.65% | Added(+1.5%) |
| 19 | T VANGUARD INDEX FDS | $6.4M | 18.9K | 1.41% | Added(+0.1%) |
| 20 | V VANGUARD BD INDEX FDS | $5.9M | 76.6K | 1.30% | Added(+9.5%) |
| 21 | E ISHARES TR | $5.9M | 57.9K | 1.30% | Added(+143.3%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $5.6M | 70.1K | 1.24% | Added(+9.3%) |
| 23 | E ISHARES TR | $5.1M | 118.3K | 1.13% | Trimmed(-3.2%) |
| 24 | C CBRE GROUP INC | $4.9M | 38.5K | 1.10% | Unchanged |
| 25 | E ISHARES TR | $4.8M | 78.4K | 1.07% | Added(+0.7%) |
| 26 | S STATE STR SPDR S&P 500 ETF T | $4.2M | 5.6K | 0.94% | Trimmed(-6.2%) |
| 27 | A APPLE INC | $3.9M | 11.7K | 0.87% | Added(+0.7%) |
| 28 | E ISHARES TR | $3.9M | 37.3K | 0.87% | Trimmed(-0.6%) |
| 29 | V VANGUARD INDEX FDS | $3.8M | 17.4K | 0.83% | Trimmed(-2.5%) |
| 30 | E ISHARES TR | $3.7M | 17.7K | 0.82% | Trimmed(-1.6%) |
| 31 | E ISHARES TR | $3.4M | 36.0K | 0.75% | Added(+10.8%) |
| 32 | I ISHARES TR | $3.2M | 22.9K | 0.70% | Trimmed(-2.1%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $3.1M | 70.6K | 0.70% | Trimmed(-2.8%) |
| 34 | E ISHARES TR | $2.8M | 19.5K | 0.61% | Trimmed(-1.8%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 29.5K | 0.59% | Added(+3.9%) |
| 36 | V VANGUARD BD INDEX FDS | $2.6M | 37.7K | 0.59% | Added(+10.3%) |
| 37 | E ISHARES TR | $2.6M | 26.1K | 0.58% | Trimmed(-7.8%) |
| 38 | J ISHARES TR | $2.5M | 29.6K | 0.55% | Trimmed(-1.7%) |
| 39 | E ISHARES TR | $2.2M | 44.0K | 0.48% | Added(+3.3%) |
| 40 | V VANGUARD INTL EQUITY INDEX F | $2.2M | 50.9K | 0.48% | Added(+3.0%) |
| 41 | E ISHARES TR | $2.1M | 31.2K | 0.46% | Trimmed(-1.6%) |
| 42 | B BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.1K | 0.46% | Added(+1.7%) |
| 43 | E ISHARES TR | $1.8M | 11.0K | 0.41% | Trimmed(-0.7%) |
| 44 | E ISHARES TR | $1.7M | 7.0K | 0.39% | Trimmed(-3.0%) |
| 45 | V VANGUARD TAX-MANAGED FDS | $1.7M | 23.7K | 0.37% | Trimmed(-0.4%) |
| 46 | B ISHARES TR | $1.6M | 15.5K | 0.36% | Added(+0.9%) |
| 47 | O REALTY INCOME CORP | $1.6M | 28.7K | 0.35% | Trimmed(-0.1%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 35.7K | 0.34% | Trimmed(-1.1%) |
| 49 | E ISHARES TR | $1.5M | 15.5K | 0.34% | Trimmed(-0.2%) |
| 50 | V VANGUARD SCOTTSDALE FDS | $1.5M | 18.8K | 0.33% | Added(+106.6%) |