Q3 2026 13F filing
Updated 5 days ago88 disclosed positions worth $184.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $36.5M | 820.9K | 19.75% | Added(+17.5%) |
| 2 | E ISHARES TR | $11M | 97.3K | 5.98% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $10.1M | 267.5K | 5.45% | Trimmed(-12.8%) |
| 4 | H DIMENSIONAL ETF TRUST | $8.3M | 206.6K | 4.49% | Trimmed(-50.1%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $7.4M | 185.8K | 4.00% | Added(+19.5%) |
| 6 | C CROWDSTRIKE HLDGS INC | $6.8M | 25.8K | 3.70% | Added(+290.4%) |
| 7 | S SCHWAB STRATEGIC TR | $6M | 252.9K | 3.24% | — |
| 8 | B ISHARES TR | $6M | 57.4K | 3.23% | — |
| 9 | F FIDELITY MERRIMACK STR TR | $5.9M | 135.1K | 3.18% | Trimmed(-63.6%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $4.4M | 61.7K | 2.40% | — |
| 11 | A APPLE INC | $4.4M | 13.2K | 2.37% | Trimmed(-1.5%) |
| 12 | F FIDELITY MERRIMACK STR TR | $4.3M | 85.8K | 2.32% | Trimmed(-31.4%) |
| 13 | ? N/A SCHWAB STRATEGIC TR | $4.1M | 189.0K | 2.19% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $4M | 85.5K | 2.15% | Trimmed(-46.8%) |
| 15 | E ISHARES TR | $3.9M | 5.1K | 2.11% | Trimmed(-4.8%) |
| 16 | E ISHARES TR | $3.7M | 36.5K | 2.00% | Added(+58.4%) |
| 17 | S SCHWAB STRATEGIC TR | $3.3M | 129.6K | 1.76% | Added(+1605.1%) |
| 18 | V VANGUARD INDEX FDS | $3M | 33.7K | 1.64% | Trimmed(-28.1%) |
| 19 | V VANGUARD MUN BD FDS | $2.6M | 54.7K | 1.40% | Trimmed(-42.4%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 44.4K | 1.26% | Trimmed(-12.2%) |
| 21 | V VANGUARD INDEX FDS | $2M | 9.5K | 1.11% | Trimmed(-25.5%) |
| 22 | S SCHWAB STRATEGIC TR | $2M | 84.0K | 1.08% | — |
| 23 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1.9M | 80.7K | 1.05% | — |
| 24 | V VANGUARD TAX-MANAGED FDS | $1.8M | 25.8K | 0.98% | Trimmed(-16.5%) |
| 25 | E ISHARES TR | $1.8M | 10.7K | 0.97% | Added(+4.4%) |
| 26 | E ISHARES TR | $1.4M | 31.3K | 0.75% | Trimmed(-6.0%) |
| 27 | E ISHARES TR | $1.3M | 61.3K | 0.73% | Added(+5.1%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 12.3K | 0.73% | Trimmed(-59.0%) |
| 29 | ? N/A BLACKROCK ETF TRUST | $1.3M | 16.3K | 0.72% | Added(+2.8%) |
| 30 | E ISHARES TR | $1.2M | 8.1K | 0.63% | Trimmed(-7.8%) |
| 31 | E ISHARES TR | $1.1M | 24.8K | 0.61% | Added(+12.5%) |
| 32 | E BLACKROCK ETF TRUST | $1.1M | 15.9K | 0.60% | Trimmed(-8.2%) |
| 33 | V VANGUARD INDEX FDS | $992K | 2.7K | 0.54% | Trimmed(-2.5%) |
| 34 | V VANGUARD INTL EQUITY INDEX F | $980K | 16.5K | 0.53% | Trimmed(-1.3%) |
| 35 | V VANGUARD INDEX FDS | $978K | 2.8K | 0.53% | Unchanged |
| 36 | E ISHARES TR | $923K | 9.5K | 0.50% | Added(+0.0%) |
| 37 | N DIMENSIONAL ETF TRUST | $914K | 23.3K | 0.49% | Trimmed(-11.3%) |
| 38 | E ISHARES TR | $895K | 3.9K | 0.48% | Trimmed(-9.7%) |
| 39 | V VANGUARD BD INDEX FDS | $883K | 11.6K | 0.48% | Trimmed(-37.5%) |
| 40 | E ISHARES TR | $857K | 10.8K | 0.46% | Trimmed(-7.2%) |
| 41 | E ISHARES TR | $853K | 8.2K | 0.46% | Trimmed(-39.8%) |
| 42 | E ISHARES TR | $849K | 5.8K | 0.46% | Added(+9.2%) |
| 43 | ? N/A AMERICAN CENTY ETF TR | $841K | 7.1K | 0.46% | Trimmed(-1.7%) |
| 44 | E ISHARES TR | $751K | 6.3K | 0.41% | Trimmed(-10.8%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $725K | 16.8K | 0.39% | Trimmed(-28.7%) |
| 46 | V VANGUARD WELLINGTON FD | $656K | 6.7K | 0.36% | Unchanged |
| 47 | E ISHARES TR | $651K | 6.3K | 0.35% | Added(+4.1%) |
| 48 | S SCHWAB STRATEGIC TR | $647K | 29.3K | 0.35% | Trimmed(-16.8%) |
| 49 | ? N/A AMERICAN CENTY ETF TR | $643K | 5.0K | 0.35% | Trimmed(-0.0%) |
| 50 | S SCHWAB STRATEGIC TR | $631K | 23.0K | 0.34% | Trimmed(-38.5%) |