Q3 2026 13F filing
Updated 9 days ago116 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $684.8M | 22.83M | 37.86% | Trimmed(-0.8%) |
| 2 | E ISHARES TR | $110.9M | 1.54M | 6.13% | Added(+3.6%) |
| 3 | I INVESCO EXCHANGE TRADED FD T | $93.7M | 450.4K | 5.18% | Added(+10.5%) |
| 4 | E ISHARES TR | $88M | 647.0K | 4.87% | Added(+3.9%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $77.2M | 1.30M | 4.27% | Trimmed(-0.4%) |
| 6 | V VANGUARD INDEX FDS | $74.8M | 346.2K | 4.14% | Trimmed(-1.0%) |
| 7 | V VANGUARD INDEX FDS | $71.9M | 797.7K | 3.97% | Trimmed(-2.5%) |
| 8 | V VANGUARD INTL EQUITY INDEX F | $64.5M | 777.6K | 3.57% | Added(+3.4%) |
| 9 | V VANGUARD INDEX FDS | $56.5M | 80.6K | 3.12% | Trimmed(-0.9%) |
| 10 | V VANGUARD INDEX FDS | $37.3M | 106.1K | 2.06% | Trimmed(-0.1%) |
| 11 | S SCHWAB STRATEGIC TR | $34.5M | 1.01M | 1.91% | Added(+1.0%) |
| 12 | V VANGUARD INDEX FDS | $29.4M | 328.1K | 1.63% | Added(+7.3%) |
| 13 | S SCHWAB STRATEGIC TR | $25.8M | 775.8K | 1.43% | Trimmed(-0.1%) |
| 14 | S SCHWAB STRATEGIC TR | $23.4M | 718.1K | 1.30% | Added(+0.9%) |
| 15 | T VANGUARD INDEX FDS | $22.7M | 67.2K | 1.26% | Added(+3.5%) |
| 16 | V VANGUARD INDEX FDS | $20.5M | 262.0K | 1.14% | Trimmed(-0.1%) |
| 17 | V VANGUARD MUN BD FDS | $20.3M | 283.7K | 1.12% | — |
| 18 | V VANGUARD INDEX FDS | $20.1M | 102.7K | 1.11% | Trimmed(-0.7%) |
| 19 | E ISHARES INC | $18.8M | 231.5K | 1.04% | Added(+45.3%) |
| 20 | S SCHWAB STRATEGIC TR | $17.9M | 711.2K | 0.99% | Added(+8.3%) |
| 21 | S SCHWAB STRATEGIC TR | $17.6M | 491.2K | 0.98% | Trimmed(-0.8%) |
| 22 | V VANGUARD INDEX FDS | $15.2M | 53.4K | 0.84% | Trimmed(-0.2%) |
| 23 | S SPDR SERIES TRUST | $15.2M | 148.6K | 0.84% | Trimmed(-2.7%) |
| 24 | E ISHARES TR | $14.5M | 115.6K | 0.80% | Trimmed(-2.6%) |
| 25 | V VANGUARD INDEX FDS | $11.2M | 38.4K | 0.62% | Added(+1.6%) |
| 26 | V VANGUARD INDEX FDS | $10.3M | 44.4K | 0.57% | Trimmed(-4.0%) |
| 27 | E ISHARES TR | $8.6M | 140.4K | 0.48% | Added(+9.7%) |
| 28 | E ISHARES TR | $7.9M | 104.9K | 0.44% | Added(+2.4%) |
| 29 | S SPDR SERIES TRUST | $6.4M | 72.7K | 0.36% | Trimmed(-1.0%) |
| 30 | E ISHARES TR | $6M | 7.9K | 0.33% | Added(+1.0%) |
| 31 | S STATE STR SPDR S&P 500 ETF T | $5.8M | 7.7K | 0.32% | Added(+9.9%) |
| 32 | G GOLDMAN SACHS ETF TR | $4.7M | 43.5K | 0.26% | Added(+0.1%) |
| 33 | E ISHARES TR | $4.6M | 18.4K | 0.25% | Trimmed(-0.6%) |
| 34 | E ISHARES TR | $4M | 51.0K | 0.22% | Trimmed(-1.0%) |
| 35 | S SPDR SERIES TRUST | $3.8M | 35.6K | 0.21% | Added(+10.6%) |
| 36 | J J P MORGAN EXCHANGE TRADED F | $3.8M | 75.4K | 0.21% | Added(+23.6%) |
| 37 | E ISHARES TR | $3.7M | 23.3K | 0.21% | Trimmed(-0.6%) |
| 38 | V VANGUARD INDEX FDS | $3.5M | 9.5K | 0.20% | Added(+1.8%) |
| 39 | Q INVESCO QQQ TR | $3.2M | 4.3K | 0.18% | Added(+229.1%) |
| 40 | B ISHARES TR | $3M | 29.3K | 0.17% | Added(+3.1%) |
| 41 | E ISHARES TR | $3M | 18.1K | 0.17% | Added(+0.0%) |
| 42 | E ISHARES TR | $2.9M | 7.0K | 0.16% | Trimmed(-0.6%) |
| 43 | E ISHARES TR | $2.5M | 24.8K | 0.14% | Added(+21.9%) |
| 44 | E ISHARES TR | $2.4M | 46.9K | 0.13% | Added(+1.2%) |
| 45 | S SPDR SERIES TRUST | $2.3M | 21.9K | 0.13% | Added(+5.6%) |
| 46 | H VANECK ETF TRUST | $2.2M | 101.7K | 0.12% | Added(+355.7%) |
| 47 | E ISHARES TR | $2M | 20.6K | 0.11% | Unchanged |
| 48 | E ISHARES TR | $1.8M | 12.1K | 0.10% | Trimmed(-0.4%) |
| 49 | E ISHARES TR | $1.7M | 14.3K | 0.09% | Added(+29.8%) |
| 50 | E ISHARES TR | $1.7M | 12.4K | 0.09% | Added(+1.8%) |