Q3 2026 13F filing
Updated 16 days ago72 disclosed positions worth $324.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $21.1M | 95.0K | 6.51% | Trimmed(-3.1%) |
| 2 | T VANGUARD INDEX FDS | $19M | 57.8K | 5.86% | Trimmed(-3.5%) |
| 3 | V VANGUARD INDEX FDS | $18.8M | 79.8K | 5.80% | Trimmed(-3.4%) |
| 4 | E ISHARES TR | $17.8M | 150.7K | 5.50% | Trimmed(-1.9%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $17.7M | 304.3K | 5.45% | Trimmed(-4.0%) |
| 6 | S SCHWAB STRATEGIC TR | $16.6M | 693.4K | 5.11% | Added(+1.6%) |
| 7 | V VANGUARD INDEX FDS | $16.1M | 181.3K | 4.97% | Trimmed(-7.1%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $15.5M | 346.7K | 4.79% | Trimmed(-1.1%) |
| 9 | E ISHARES TR | $15.3M | 160.5K | 4.71% | Trimmed(-1.9%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $14.7M | 137.1K | 4.54% | Trimmed(-4.8%) |
| 11 | M DIMENSIONAL ETF TRUST | $13.7M | 245.3K | 4.24% | Trimmed(-3.7%) |
| 12 | E ISHARES TR | $11.7M | 161.6K | 3.61% | Trimmed(-6.2%) |
| 13 | S SCHWAB STRATEGIC TR | $11.1M | 438.7K | 3.44% | Trimmed(-6.4%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $10M | 278.1K | 3.07% | Trimmed(-2.0%) |
| 15 | V VANGUARD MALVERN FDS | $9M | 185.1K | 2.78% | Added(+4.9%) |
| 16 | V VANGUARD WHITEHALL FDS | $7.5M | 118.8K | 2.32% | Added(+1.0%) |
| 17 | V VANGUARD INSTL INDEX FD | $7.3M | 96.9K | 2.26% | Added(+46.5%) |
| 18 | E ISHARES TR | $7.2M | 146.0K | 2.22% | Trimmed(-0.1%) |
| 19 | S SPDR SERIES TRUST | $6.9M | 57.0K | 2.14% | Added(+8.9%) |
| 20 | E ISHARES TR | $5.9M | 75.4K | 1.83% | Trimmed(-4.0%) |
| 21 | S SPDR SERIES TRUST | $5.8M | 91.7K | 1.79% | Added(+7.1%) |
| 22 | M MICROSOFT CORP | $5.5M | 10.4K | 1.71% | Trimmed(-9.3%) |
| 23 | V VANGUARD INDEX FDS | $5.4M | 68.0K | 1.68% | Trimmed(-5.2%) |
| 24 | S SCHWAB STRATEGIC TR | $5.3M | 108.6K | 1.63% | Trimmed(-7.0%) |
| 25 | ? N/A INVESCO EXCH TRADED FD TR II | $3.6M | 79.5K | 1.11% | Trimmed(-4.4%) |
| 26 | V VANGUARD CHARLOTTE FDS | $2.9M | 61.5K | 0.89% | Trimmed(-5.7%) |
| 27 | S SSGA ACTIVE ETF TR | $2.9M | 54.9K | 0.89% | Added(+22.1%) |
| 28 | A APPLE INC | $2.8M | 8.2K | 0.87% | Trimmed(-0.8%) |
| 29 | V VANGUARD BD INDEX FDS | $2.1M | 28.0K | 0.66% | Trimmed(-25.0%) |
| 30 | A AMAZON COM INC | $1.8M | 6.9K | 0.56% | Trimmed(-30.8%) |
| 31 | C COSTCO WHOLESALE CORPORATION | $1.6M | 1.6K | 0.50% | Trimmed(-1.4%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 2 | 0.49% | Unchanged |
| 33 | V VANGUARD INDEX FDS | $1.3M | 3.5K | 0.41% | Trimmed(-18.1%) |
| 34 | S SPDR SERIES TRUST | $1.2M | 13.5K | 0.38% | Trimmed(-11.1%) |
| 35 | G SPDR GOLD TR | $892K | 2.3K | 0.28% | Trimmed(-0.5%) |
| 36 | E INVESCO EXCH TRADED FD TR II | $880K | 3.0K | 0.27% | Trimmed(-14.3%) |
| 37 | T TRAVELERS COMPANIES INC | $875K | 2.3K | 0.27% | Unchanged |
| 38 | P PACCAR INC | $838K | 7.7K | 0.26% | Unchanged |
| 39 | B WISDOMTREE TR | $800K | 9.4K | 0.25% | Trimmed(-8.6%) |
| 40 | ? N/A INVESCO EXCH TRADED FD TR II | $764K | 38.1K | 0.24% | Trimmed(-7.9%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $698K | 12.5K | 0.22% | Trimmed(-5.0%) |
| 42 | V VANGUARD BD INDEX FDS | $679K | 9.6K | 0.21% | Trimmed(-6.4%) |
| 43 | E ISHARES TR | $599K | 6.0K | 0.18% | Trimmed(-9.6%) |
| 44 | S SCHWAB STRATEGIC TR | $573K | 16.1K | 0.18% | Added(+0.0%) |
| 45 | V VANGUARD INDEX FDS | $570K | 809 | 0.18% | Trimmed(-2.2%) |
| 46 | N NVIDIA CORPORATION | $520K | 2.4K | 0.16% | Trimmed(-6.5%) |
| 47 | S SCHWAB STRATEGIC TR | $518K | 19.2K | 0.16% | Trimmed(-3.5%) |
| 48 | P PIMCO ETF TR | $508K | 5.1K | 0.16% | Trimmed(-6.7%) |
| 49 | S STATE STR SPDR S&P 500 ETF T | $503K | 657 | 0.16% | Added(+2.0%) |
| 50 | J JOHNSON & JOHNSON | $493K | 1.9K | 0.15% | Trimmed(-4.5%) |