Q3 2026 13F filing
Updated 2 days ago130 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $171.5M | 458.2K | 15.18% | — |
| 2 | H DIMENSIONAL ETF TRUST | $157.8M | 4.20M | 13.98% | — |
| 3 | S DFA INVT DIMENSIONS GROUP IN | $112.3M | 2.68M | 9.94% | — |
| 4 | M AMERICAN CENTY ETF TR | $105.8M | 898.1K | 9.37% | — |
| 5 | V VANGUARD BD INDEX FDS | $104.8M | 1.37M | 9.28% | — |
| 6 | V VANGUARD SCOTTSDALE FDS | $101.3M | 1.31M | 8.97% | — |
| 7 | S DIMENSIONAL ETF TRUST | $77.3M | 1.95M | 6.84% | — |
| 8 | A DIMENSIONAL ETF TRUST | $48M | 722.0K | 4.25% | — |
| 9 | H DIMENSIONAL ETF TRUST | $46.9M | 1.17M | 4.15% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $30.9M | 561.3K | 2.73% | — |
| 11 | M MICRON TECHNOLOGY INC | $12.9M | 12.1K | 1.14% | — |
| 12 | V VANGUARD INDEX FDS | $9.7M | 13.9K | 0.86% | — |
| 13 | A APPLE INC | $9.4M | 28.3K | 0.83% | — |
| 14 | V VANGUARD INDEX FDS | $8.1M | 28.4K | 0.72% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $7.8M | 168.7K | 0.69% | — |
| 16 | V VANGUARD WELLINGTON FD | $6.8M | 69.2K | 0.60% | — |
| 17 | M MICROSOFT CORP | $6.5M | 12.7K | 0.58% | — |
| 18 | V VANGUARD MUN BD FDS | $6.2M | 83.3K | 0.55% | — |
| 19 | E ISHARES TR | $5.3M | 31.9K | 0.47% | — |
| 20 | V VANGUARD INDEX FDS | $4.5M | 56.8K | 0.39% | — |
| 21 | C COSTCO WHOLESALE CORPORATION | $4.4M | 4.8K | 0.39% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $4M | 88.0K | 0.35% | — |
| 23 | D DIMENSIONAL ETF TRUST | $3.7M | 100.5K | 0.33% | — |
| 24 | S SPDR SERIES TRUST | $3.5M | 74.9K | 0.31% | — |
| 25 | J JPMORGAN CHASE & CO | $3.5M | 10.5K | 0.31% | — |
| 26 | V VANGUARD BD INDEX FDS | $2.7M | 38.3K | 0.24% | — |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 54.8K | 0.23% | — |
| 28 | U US BANCORP | $2.4M | 41.3K | 0.21% | — |
| 29 | D DEERE & CO | $2.3M | 3.5K | 0.21% | — |
| 30 | ? N/A MORGAN STANLEY ETF TRUST | $2.3M | 24.0K | 0.20% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 44.7K | 0.20% | — |
| 32 | R DIMENSIONAL ETF TRUST | $2.2M | 48.1K | 0.20% | — |
| 33 | E ISHARES TR | $2.2M | 23.4K | 0.20% | — |
| 34 | E ISHARES TR | $2M | 39.6K | 0.18% | — |
| 35 | I IDACORP INC | $1.8M | 13.4K | 0.16% | — |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 34.8K | 0.15% | — |
| 37 | P PACKAGING CORP AMER | $1.6M | 7.1K | 0.14% | — |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.2K | 0.14% | — |
| 39 | M META PLATFORMS INC | $1.5M | 2.1K | 0.13% | — |
| 40 | A BROADCOM INC | $1.5M | 4.2K | 0.13% | — |
| 41 | G ALPHABET INC | $1.4M | 4.0K | 0.12% | — |
| 42 | F FREEPORT MCMORAN INC | $1.3M | 19.3K | 0.12% | — |
| 43 | P PIMCO ETF TR | $1.3M | 14.7K | 0.12% | — |
| 44 | P QUANTA SVCS INC | $1.3M | 2.0K | 0.12% | — |
| 45 | J JOHNSON & JOHNSON | $1.3M | 4.9K | 0.11% | — |
| 46 | W WALMART INC | $1.3M | 12.2K | 0.11% | — |
| 47 | X EXXONMOBIL HOLDINGS CORP | $1.2M | 7.6K | 0.11% | — |
| 48 | L ELI LILLY & CO | $1.2M | 1.1K | 0.11% | — |
| 49 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 13.3K | 0.11% | — |
| 50 | S STATE STR SPDR S&P 500 ETF T | $1.1M | 1.5K | 0.10% | — |