Q3 2026 13F filing
Updated 16 days ago111 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $84.9M | 392.8K | 8.01% | Trimmed(-1.5%) |
| 2 | V VANGUARD INDEX FDS | $73.8M | 319.4K | 6.96% | Trimmed(-0.9%) |
| 3 | V VANGUARD INDEX FDS | $71.9M | 367.7K | 6.79% | Trimmed(-1.6%) |
| 4 | E ISHARES TR | $60.6M | 483.8K | 5.72% | Trimmed(-1.4%) |
| 5 | E ISHARES TR | $60.4M | 439.0K | 5.70% | Added(+0.8%) |
| 6 | S SPDR SERIES TRUST | $54.5M | 443.1K | 5.15% | Trimmed(-1.4%) |
| 7 | S SPDR SERIES TRUST | $52.2M | 1.76M | 4.93% | Trimmed(-0.0%) |
| 8 | T VANGUARD INDEX FDS | $46.1M | 136.4K | 4.35% | Trimmed(-0.8%) |
| 9 | S SPDR SERIES TRUST | $42.5M | 397.1K | 4.01% | Trimmed(-1.6%) |
| 10 | S SPDR SERIES TRUST | $32.3M | 316.6K | 3.05% | Trimmed(-1.9%) |
| 11 | V VANGUARD INDEX FDS | $30.9M | 105.6K | 2.91% | Trimmed(-0.5%) |
| 12 | S SPDR SERIES TRUST | $29.2M | 477.8K | 2.76% | Trimmed(-2.0%) |
| 13 | E ISHARES TR | $26.5M | 164.7K | 2.50% | Trimmed(-0.8%) |
| 14 | V VANGUARD SCOTTSDALE FDS | $25.7M | 333.1K | 2.43% | Added(+2.7%) |
| 15 | E ISHARES TR | $25M | 406.8K | 2.36% | Added(+1.2%) |
| 16 | V VANGUARD INDEX FDS | $22.4M | 249.6K | 2.11% | Added(+2.1%) |
| 17 | E ISHARES TR | $21.8M | 231.7K | 2.05% | Trimmed(-2.1%) |
| 18 | V VANGUARD TAX-MANAGED FDS | $21.7M | 307.5K | 2.05% | Added(+0.6%) |
| 19 | V VANGUARD INDEX FDS | $21.2M | 235.5K | 2.00% | Added(+0.6%) |
| 20 | S SPDR INDEX SHS FDS | $20.1M | 387.7K | 1.89% | Added(+0.1%) |
| 21 | E ISHARES TR | $19.4M | 136.1K | 1.83% | Trimmed(-2.1%) |
| 22 | S SPDR SERIES TRUST | $19.2M | 183.3K | 1.81% | Trimmed(-2.1%) |
| 23 | S SPDR SERIES TRUST | $19.2M | 216.5K | 1.81% | Trimmed(-1.6%) |
| 24 | S SPDR INDEX SHS FDS | $17M | 338.0K | 1.60% | Trimmed(-3.2%) |
| 25 | I INVESCO EXCHANGE TRADED FD T | $11.9M | 219.1K | 1.13% | Trimmed(-4.5%) |
| 26 | ? N/A ISHARES TR | $11M | 120.3K | 1.04% | Trimmed(-0.2%) |
| 27 | E ISHARES TR | $10.6M | 46.5K | 1.00% | Trimmed(-3.4%) |
| 28 | E ISHARES TR | $10M | 62.6K | 0.95% | Trimmed(-3.0%) |
| 29 | E ISHARES TR | $9M | 93.2K | 0.85% | Added(+0.1%) |
| 30 | V VANGUARD SCOTTSDALE FDS | $8.4M | 65.4K | 0.80% | Added(+3.4%) |
| 31 | E ISHARES TR | $8M | 73.1K | 0.76% | Trimmed(-0.7%) |
| 32 | V VANGUARD INTL EQUITY INDEX F | $7.9M | 133.8K | 0.75% | Added(+1.2%) |
| 33 | E ISHARES TR | $6.6M | 51.7K | 0.63% | Trimmed(-1.1%) |
| 34 | E ISHARES TR | $6.4M | 17.9K | 0.60% | Trimmed(-1.6%) |
| 35 | V VANGUARD INDEX FDS | $5.1M | 13.7K | 0.48% | Trimmed(-0.8%) |
| 36 | E ISHARES INC | $5M | 62.2K | 0.48% | Added(+0.4%) |
| 37 | ? N/A ISHARES TR | $3.7M | 39.1K | 0.35% | Trimmed(-0.3%) |
| 38 | ? N/A ISHARES TR | $3M | 40.0K | 0.28% | Trimmed(-1.7%) |
| 39 | I INVESCO EXCH TRADED FD TR II | $2.8M | 21.6K | 0.26% | Trimmed(-0.7%) |
| 40 | V VANGUARD SCOTTSDALE FDS | $2.8M | 15.0K | 0.26% | Trimmed(-2.4%) |
| 41 | ? N/A INVESCO EXCHANGE TRADED FD T | $2.6M | 21.7K | 0.24% | Trimmed(-2.2%) |
| 42 | E ISHARES TR | $2.3M | 3.0K | 0.22% | Trimmed(-0.7%) |
| 43 | L LOWES COS INC | $2.2M | 11.8K | 0.20% | Trimmed(-3.8%) |
| 44 | A APPLE INC | $2.1M | 6.3K | 0.20% | Trimmed(-0.5%) |
| 45 | E ISHARES TR | $2M | 27.0K | 0.19% | Trimmed(-2.6%) |
| 46 | I ISHARES TR | $1.8M | 13.3K | 0.17% | Trimmed(-2.1%) |
| 47 | ? N/A ISHARES TR | $1.8M | 29.5K | 0.17% | Trimmed(-1.1%) |
| 48 | N NVIDIA CORPORATION | $1.8M | 7.9K | 0.17% | Added(+0.4%) |
| 49 | M MICROSOFT CORP | $1.8M | 3.5K | 0.17% | Added(+0.1%) |
| 50 | E ISHARES TR | $1.5M | 7.0K | 0.14% | Unchanged |