Q3 2026 13F filing
Updated 14 days ago100 disclosed positions worth $1.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB U.S. BROAD MARKET ETF | $448.1M | 15.29M | 23.07% | Added(+3.7%) |
| 2 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $265.2M | 708.6K | 13.65% | Added(+0.8%) |
| 3 | S SCHWAB INTERNATIONAL EQUITY ETF | $202.3M | 7.36M | 10.42% | Added(+2.2%) |
| 4 | E ISHARES CORE U.S. AGGREGATE BOND ETF | $158.5M | 1.68M | 8.16% | Added(+2.9%) |
| 5 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $118.3M | 1.67M | 6.09% | Added(+0.8%) |
| 6 | V VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $96.6M | 1.23M | 4.97% | Added(+3.3%) |
| 7 | S SCHWAB EMERGING MARKETS EQUITY ETF | $85.7M | 2.35M | 4.41% | Added(+2.3%) |
| 8 | E ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $70.4M | 1.97M | 3.63% | Added(+3.4%) |
| 9 | V VANGUARD REAL ESTATE ETF | $56.6M | 631.2K | 2.91% | Added(+2.9%) |
| 10 | E ISHARES CORE S&P SMALL CAP ETF | $56.5M | 415.0K | 2.91% | Added(+1.4%) |
| 11 | V VANGUARD FTSE EMERGING MARKETS ETF | $41.9M | 706.6K | 2.16% | Added(+1.1%) |
| 12 | E ISHARES 0-3 MONTH TREASURY BOND ETF | $29.2M | 289.9K | 1.50% | Added(+44.4%) |
| 13 | V VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $23.1M | 148.9K | 1.19% | Trimmed(-20.6%) |
| 14 | V VANGUARD TOTAL BOND MARKET ETF | $17.9M | 254.5K | 0.92% | Added(+2.5%) |
| 15 | E ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $17.4M | 721.2K | 0.90% | Added(+1.0%) |
| 16 | E ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $17.4M | 716.9K | 0.89% | Added(+0.7%) |
| 17 | E ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $17.2M | 690.0K | 0.89% | Added(+1.1%) |
| 18 | V VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $11.8M | 116.6K | 0.61% | Added(+2.8%) |
| 19 | E ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $10.9M | 486.9K | 0.56% | Added(+62.5%) |
| 20 | J ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $10.8M | 471.6K | 0.56% | Added(+63.2%) |
| 21 | ? N/A ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $10.7M | 487.8K | 0.55% | Added(+63.7%) |
| 22 | ? N/A ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $10.5M | 463.8K | 0.54% | Added(+1.1%) |
| 23 | E ISHARES RUSSELL 3000 ETF | $10.5M | 24.2K | 0.54% | Added(+0.2%) |
| 24 | ? N/A ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.4M | 489.6K | 0.53% | Added(+1.2%) |
| 25 | E ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.8M | 194.8K | 0.51% | Added(+3.0%) |
| 26 | E ISHARES RUSSELL 1000 GROWTH ETF | $9.2M | 73.3K | 0.47% | Added(+0.1%) |
| 27 | E ISHARES RUSSELL 1000 VALUE ETF | $8.6M | 34.7K | 0.44% | Added(+0.4%) |
| 28 | E ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7.4M | 95.4K | 0.38% | Added(+2.1%) |
| 29 | ? N/A ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $5.9M | 276.5K | 0.30% | Added(+2.2%) |
| 30 | S SCHWAB US TIPS ETF | $5.8M | 231.4K | 0.30% | Added(+6.5%) |
| 31 | ? N/A ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $5.8M | 304.2K | 0.30% | Added(+2.2%) |
| 32 | S STATE STREET SPDR S&P 500 ETF | $4.6M | 6.1K | 0.24% | Trimmed(-2.3%) |
| 33 | V VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $4.3M | 27.9K | 0.22% | Unchanged |
| 34 | E ISHARES CORE S&P MID-CAP ETF | $3.9M | 53.7K | 0.20% | Trimmed(-1.0%) |
| 35 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 7.7K | 0.20% | Trimmed(-0.2%) |
| 36 | ? N/A ISHARES U.S. REAL ESTATE ETF | $3.8M | 40.2K | 0.20% | Added(+1.6%) |
| 37 | S SPACE EXPLORATION TECHN CORP CLASS A COM STK | $3.7M | 24.3K | 0.19% | — |
| 38 | E ISHARES RUSSELL 2000 ETF | $3.6M | 12.8K | 0.18% | Added(+0.3%) |
| 39 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $3.3M | 11.5K | 0.17% | Added(+0.3%) |
| 40 | V VANGUARD S&P SMALL-CAP 600 ETF | $3.1M | 24.7K | 0.16% | Added(+0.8%) |
| 41 | V VANGUARD S&P 500 ETF | $2.9M | 4.2K | 0.15% | Added(+1.3%) |
| 42 | S STATE STREET SPDR DOW JONES REIT ETF | $2.6M | 25.0K | 0.13% | Added(+1.5%) |
| 43 | V VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $2.6M | 11.3K | 0.13% | Added(+0.4%) |
| 44 | G SPDR GOLD SHARES | $2.4M | 6.2K | 0.12% | Unchanged |
| 45 | E ISHARES CORE MSCI EAFE ETF | $2.2M | 23.2K | 0.12% | Unchanged |
| 46 | A APPLE INC COM | $2.2M | 6.6K | 0.11% | Trimmed(-0.8%) |
| 47 | A VANGUARD FTSE PACIFIC ETF | $2.2M | 18.9K | 0.11% | Unchanged |
| 48 | E ISHARES CORE S&P 500 ETF | $2.1M | 2.8K | 0.11% | Added(+0.3%) |
| 49 | M MICROSOFT CORP COM | $2M | 4.0K | 0.10% | Added(+1.8%) |
| 50 | T VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $1.9M | 5.7K | 0.10% | Added(+0.4%) |