Q2 2026 13F filing
Updated 31 days ago1,838 disclosed positions worth $34.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD BD INDEX FDS | $2.6B | 35.72M | 7.71% | — |
| 2 | V VGES VANGUARD INDEX FDS | $1.9B | 5.37M | 5.46% | — |
| 3 | V VGES VANGUARD CHARLOTTE FDS | $1.9B | 38.53M | 5.46% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $1.8B | 19.14M | 5.42% | — |
| 5 | ? N/A AMERICAN CENTY ETF TR | $1.2B | 11.69M | 3.54% | — |
| 6 | N NEE-PS DIMENSIONAL ETF TRUST | $1.1B | 32.38M | 3.25% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $1B | 25.49M | 2.97% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $976.1M | 25.01M | 2.87% | — |
| 9 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $906.7M | 12.54M | 2.66% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $839.1M | 15.25M | 2.46% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $603.6M | 13.61M | 1.77% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $574.1M | 10.55M | 1.69% | — |
| 13 | V VGES VANGUARD TAX-MANAGED FDS | $559.9M | 8.23M | 1.64% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $444.6M | 15.35M | 1.31% | — |
| 15 | V VGES VANGUARD SCOTTSDALE FDS | $384.2M | 6.51M | 1.13% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $375M | 5.35M | 1.10% | — |
| 17 | V VGES VANGUARD INDEX FDS | $362.2M | 556.6K | 1.06% | — |
| 18 | A AAPL APPLE INC | $362M | 1.22M | 1.06% | — |
| 19 | V VGES VANGUARD MALVERN FDS | $353.1M | 7.05M | 1.04% | — |
| 20 | S STT-PG SPDR SERIES TRUST | $323.8M | 2.99M | 0.95% | — |
| 21 | E ETHA ISHARES TR | $311.7M | 3.50M | 0.92% | — |
| 22 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $286.2M | 6.22M | 0.84% | — |
| 23 | V VGES VANGUARD INDEX FDS | $283.3M | 1.34M | 0.83% | — |
| 24 | M MSFT MICROSOFT CORP | $275.7M | 688.9K | 0.81% | — |
| 25 | N NVDA NVIDIA CORPORATION | $258.2M | 1.33M | 0.76% | — |
| 26 | S SPY STATE STR SPDR S&P 500 ETF T | $235.3M | 335.3K | 0.69% | — |
| 27 | V VGES VANGUARD INDEX FDS | $232.3M | 1.89M | 0.68% | — |
| 28 | S SCHW-PJ SCHWAB STRATEGIC TR | $208.7M | 6.38M | 0.61% | — |
| 29 | V VGES VANGUARD INDEX FDS | $187.8M | 794.0K | 0.55% | — |
| 30 | S SCHW-PJ SCHWAB STRATEGIC TR | $185.7M | 3.92M | 0.55% | — |
| 31 | S STT-PG SPDR INDEX SHS FDS | $181.9M | 3.79M | 0.53% | — |
| 32 | V VGES VANGUARD WHITEHALL FDS | $179.7M | 2.70M | 0.53% | — |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $177.8M | 4.38M | 0.52% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $174.5M | 3.65M | 0.51% | — |
| 35 | V VGES VANGUARD MUN BD FDS | $165.3M | 3.29M | 0.49% | — |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $160.7M | 5.94M | 0.47% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $143.5M | 3.40M | 0.42% | — |
| 38 | E ETHA ISHARES TR | $141.1M | 413.9K | 0.41% | — |
| 39 | E ETHA ISHARES TR | $139.9M | 185.1K | 0.41% | — |
| 40 | S SCHW-PJ SCHWAB STRATEGIC TR | $139.4M | 5.05M | 0.41% | — |
| 41 | ? N/A AMERICAN CENTY ETF TR | $134.8M | 1.48M | 0.40% | — |
| 42 | A AMZN AMAZON COM INC | $132.4M | 521.0K | 0.39% | — |
| 43 | I IVZ INVESCO EXCHANGE TRADED FD T | $128.9M | 585.6K | 0.38% | — |
| 44 | B BTCW WISDOMTREE TR | $121.9M | 1.48M | 0.36% | — |
| 45 | ? N/A AMERICAN CENTY ETF TR | $118.3M | 948.5K | 0.35% | — |
| 46 | E ETHA ISHARES TR | $118.3M | 1.52M | 0.35% | — |
| 47 | E ETHA ISHARES TR | $116.5M | 530.6K | 0.34% | — |
| 48 | S SCHW-PJ SCHWAB STRATEGIC TR | $114.6M | 3.23M | 0.34% | — |
| 49 | G GOOGN ALPHABET INC | $111.1M | 304.1K | 0.33% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $109.5M | 2.63M | 0.32% | — |