Q3 2026 13F filing
Updated 8 days ago372 disclosed positions worth $620.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $19.1M | 243.6K | 3.08% | Added(+0.9%) |
| 2 | G GOLDMAN SACHS ETF TR | $18.8M | 188.0K | 3.04% | Added(+0.9%) |
| 3 | V VANGUARD INDEX FDS | $18.7M | 65.6K | 3.01% | Trimmed(-0.3%) |
| 4 | I INVESCO EXCHANGE TRADED FD T | $17.8M | 85.6K | 2.87% | Added(+0.1%) |
| 5 | E ISHARES TR | $17.5M | 180.9K | 2.83% | Added(+0.9%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $16.8M | 142.5K | 2.71% | Added(+0.3%) |
| 7 | A APPLE INC | $15.8M | 47.4K | 2.55% | Added(+12.7%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $15.5M | 201.2K | 2.51% | Added(+11.9%) |
| 9 | V VANGUARD BD INDEX FDS | $15.5M | 221.1K | 2.50% | Trimmed(-0.4%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $13.8M | 176.7K | 2.23% | Added(+4.0%) |
| 11 | V VANGUARD INSTL INDEX FD | $12.6M | 165.8K | 2.02% | Added(+23.4%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $11.6M | 128.5K | 1.87% | Trimmed(-0.2%) |
| 13 | S SPDR SERIES TRUST | $11M | 74.8K | 1.77% | Added(+0.1%) |
| 14 | V VANGUARD INTL EQUITY INDEX F | $10.8M | 182.4K | 1.74% | Added(+2.1%) |
| 15 | I ISHARES GOLD TR | $10.8M | 138.5K | 1.74% | Trimmed(-9.7%) |
| 16 | G GOLDMAN SACHS ETF TR | $10M | 198.7K | 1.62% | Added(+13.1%) |
| 17 | V VANGUARD CHARLOTTE FDS | $9.7M | 206.8K | 1.56% | Trimmed(-1.3%) |
| 18 | V VANGUARD INDEX FDS | $9.5M | 25.5K | 1.54% | Trimmed(-18.2%) |
| 19 | T TESLA INC | $9.5M | 26.7K | 1.53% | Added(+0.0%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $9.2M | 102.2K | 1.48% | Trimmed(-3.4%) |
| 21 | S SPACE EXPLORATION TECHN CORP | $9M | 60.0K | 1.46% | — |
| 22 | ? N/A AMERICAN CENTY ETF TR | $8.5M | 66.2K | 1.37% | Trimmed(-0.2%) |
| 23 | S SELECT SECTOR SPDR TR | $8.2M | 48.9K | 1.32% | Added(+0.1%) |
| 24 | N NETSKOPE INC | $8M | 457.5K | 1.29% | Unchanged |
| 25 | M MICROSOFT CORP | $7.9M | 15.4K | 1.27% | Trimmed(-0.0%) |
| 26 | V VANGUARD WHITEHALL FDS | $7.7M | 49.4K | 1.24% | Added(+0.2%) |
| 27 | G ALPHABET INC | $7M | 20.4K | 1.12% | Added(+0.2%) |
| 28 | S STATE STR SPDR S&P 500 ETF T | $6.8M | 8.9K | 1.09% | Added(+36.4%) |
| 29 | N NVIDIA CORPORATION | $6.6M | 28.9K | 1.06% | Added(+1.0%) |
| 30 | V VANGUARD INTL EQUITY INDEX F | $6.3M | 40.7K | 1.02% | Added(+0.7%) |
| 31 | V VANGUARD WORLD FD | $6.2M | 19.7K | 1.00% | Trimmed(-0.1%) |
| 32 | A AMAZON COM INC | $6.2M | 24.9K | 1.00% | Trimmed(-3.0%) |
| 33 | E ISHARES INC | $6.2M | 76.0K | 0.99% | Added(+0.5%) |
| 34 | V VANGUARD WHITEHALL FDS | $6.1M | 96.3K | 0.98% | Added(+3.9%) |
| 35 | I INVESCO EXCHANGE TRADED FD T | $5.4M | 82.0K | 0.87% | Added(+0.7%) |
| 36 | E ISHARES TR | $5.1M | 51.0K | 0.83% | Trimmed(-4.4%) |
| 37 | S STATE STR SPDR S&P 500 ETF T | $5M | 6.5K | 0.80% | Unchanged |
| 38 | V VANGUARD SCOTTSDALE FDS | $4.8M | 109.1K | 0.78% | Added(+2.2%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 159.2K | 0.69% | Added(+0.3%) |
| 40 | ? N/A VANGUARD FIXED INCOME SECS F | $4.1M | 56.6K | 0.66% | Added(+6.2%) |
| 41 | G ALPHABET INC | $4M | 11.7K | 0.65% | Added(+0.1%) |
| 42 | V VANGUARD BD INDEX FDS | $4M | 80.2K | 0.64% | Trimmed(-6.1%) |
| 43 | V VANGUARD MALVERN FDS | $3.8M | 77.5K | 0.62% | Trimmed(-1.3%) |
| 44 | N JANUS DETROIT STR TR | $3.7M | 72.4K | 0.59% | Trimmed(-21.5%) |
| 45 | V VANGUARD SCOTTSDALE FDS | $3.5M | 60.1K | 0.56% | Added(+4.2%) |
| 46 | J JPMORGAN CHASE & CO | $3.3M | 10.0K | 0.53% | Added(+1.7%) |
| 47 | V VANGUARD MALVERN FDS | $3.3M | 44.1K | 0.53% | Trimmed(-2.2%) |
| 48 | P PIMCO ETF TR | $3.2M | 34.5K | 0.52% | Trimmed(-1.2%) |
| 49 | G SPDR GOLD TR | $3.2M | 8.5K | 0.52% | Unchanged |
| 50 | C COINBASE GLOBAL INC | $3.2M | 17.0K | 0.51% | Trimmed(-0.1%) |