Q3 2026 13F filing
Updated 6 days ago115 disclosed positions worth $2.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $402.5M | 1.08M | 15.18% | — |
| 2 | V VANGUARD STAR FDS | $324.5M | 3.82M | 12.24% | — |
| 3 | B ISHARES TR | $308.2M | 1.94M | 11.63% | — |
| 4 | V VANGUARD INDEX FDS | $288M | 410.9K | 10.87% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $228.8M | 4.37M | 8.63% | — |
| 6 | S SPDR S&P 500 ETF TRUST | $163.6M | 214.6K | 6.17% | — |
| 7 | H DIMENSIONAL ETF TRUST INTERNAT | $126.2M | 3.36M | 4.76% | — |
| 8 | E ISHARES TR | $102.9M | 1.36M | 3.88% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $91.1M | 577.1K | 3.44% | — |
| 10 | V VANGUARD TAX-MANAGED FDS | $86.9M | 1.23M | 3.28% | — |
| 11 | R DIMENSIONAL U.S. SMALL CAP ETF | $72.9M | 941.2K | 2.75% | — |
| 12 | S DIMENSIONAL ETF TRUST EMERGING | $71.1M | 1.79M | 2.68% | — |
| 13 | T 2023 ETF SERIES TRUST | $56.9M | 1.67M | 2.15% | — |
| 14 | ? N/A DFA INVT DIMENSIONS GROUP IN | $33.5M | 405.2K | 1.26% | — |
| 15 | V VANGUARD INDEX FDS | $31.5M | 145.6K | 1.19% | — |
| 16 | E ISHARES TR | $25.7M | 33.5K | 0.97% | — |
| 17 | V VANGUARD MUN BD FDS | $19.1M | 256.5K | 0.72% | — |
| 18 | ? N/A FLEXSHARES TR | $17.3M | 62.5K | 0.65% | — |
| 19 | E ISHARES TR | $13.9M | 50.1K | 0.53% | — |
| 20 | E ISHARES TR | $12.9M | 95.2K | 0.49% | — |
| 21 | ? N/A EA SERIES TRUST | $11M | 177.9K | 0.41% | — |
| 22 | S SPACE EXPLORATION TECHN CORP | $10.5M | 69.8K | 0.40% | — |
| 23 | I INVESCO EXCHANGE TRADED FD T | $8.3M | 40.1K | 0.31% | — |
| 24 | N DIMENSIONAL EMERG CORE EQY MRK | $6.3M | 161.4K | 0.24% | — |
| 25 | M SPDR S&P MIDCAP 400 ETF TRUST | $6.3M | 9.6K | 0.24% | — |
| 26 | E ISHARES TR | $5.9M | 14.3K | 0.22% | — |
| 27 | ? N/A GLOBAL X FDS | $5.8M | 82.8K | 0.22% | — |
| 28 | ? N/A FLEXSHARES TR | $5.7M | 74.5K | 0.21% | — |
| 29 | V VANGUARD WORLD FD | $5.1M | 37.9K | 0.19% | — |
| 30 | T TESLA, INC. CMN | $5M | 14.0K | 0.19% | — |
| 31 | G ALPHABET INC CLASS C | $4.9M | 14.2K | 0.18% | — |
| 32 | A ABBVIE INC | $4.8M | 18.3K | 0.18% | — |
| 33 | Q INVESCO QQQ TRUST ETF, SERIES | $4M | 5.5K | 0.15% | — |
| 34 | N NVIDIA CORP | $3.8M | 16.7K | 0.14% | — |
| 35 | V VANGUARD INTL EQUITY INDEX F | $3.8M | 64.1K | 0.14% | — |
| 36 | I ISHARES BITCOIN TRUST ETF | $3.8M | 80.1K | 0.14% | — |
| 37 | E ISHARES TR | $3.6M | 59.0K | 0.14% | — |
| 38 | E BLACKROCK ETF TRUST | $3.6M | 76.3K | 0.14% | — |
| 39 | A APPLE INC | $3.3M | 10.0K | 0.13% | — |
| 40 | F FLEXSHARES TR | $3.2M | 61.2K | 0.12% | — |
| 41 | V VANGUARD WHITEHALL FDS | $2.9M | 18.9K | 0.11% | — |
| 42 | F FLEXSHARES TR | $2.7M | 29.7K | 0.10% | — |
| 43 | V VANGUARD INDEX FDS | $2.4M | 10.5K | 0.09% | — |
| 44 | P PALANTIR TECHNOLOGIES INC. CMN | $2.4M | 13.0K | 0.09% | — |
| 45 | V VANGUARD WORLD FD | $2.4M | 29.2K | 0.09% | — |
| 46 | M MICRON TECHNOLOGY INC | $2.2M | 2.1K | 0.08% | — |
| 47 | E ISHARES TR | $1.9M | 13.1K | 0.07% | — |
| 48 | M MANULIFE FINANCIAL CORP CMN | $1.8M | 43.0K | 0.07% | — |
| 49 | A ABBOTT LABORATORIES | $1.8M | 18.0K | 0.07% | — |
| 50 | I ISHARES GOLD TR | $1.8M | 22.5K | 0.07% | — |