Q3 2026 13F filing
Updated 3 days ago187 disclosed positions worth $209M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $39.2M | 55.9K | 18.73% | — |
| 2 | T VANGUARD INDEX FDS | $31.5M | 93.4K | 15.09% | — |
| 3 | C DIMENSIONAL ETF TRUST | $26.1M | 630.5K | 12.50% | — |
| 4 | V VANGUARD INDEX FDS | $12M | 42.0K | 5.72% | — |
| 5 | N DIMENSIONAL ETF TRUST | $10.7M | 271.5K | 5.11% | — |
| 6 | A APPLE INC | $8.6M | 25.8K | 4.11% | — |
| 7 | M MICROSOFT CORP | $5.8M | 11.3K | 2.78% | — |
| 8 | S STATE STR SPDR S&P 500 ETF T | $4.6M | 6.1K | 2.21% | — |
| 9 | G ALPHABET INC | $4.3M | 12.4K | 2.05% | — |
| 10 | A AMAZON COM INC | $3.4M | 13.8K | 1.64% | — |
| 11 | E ISHARES TR | $3.2M | 4.1K | 1.51% | — |
| 12 | E ISHARES TR | $2.5M | 17.6K | 1.20% | — |
| 13 | X EXXONMOBIL HOLDINGS CORP | $2.1M | 13.1K | 1.02% | — |
| 14 | V VANGUARD TAX-MANAGED FDS | $2.1M | 30.0K | 1.01% | — |
| 15 | G ALPHABET INC | $2.1M | 6.2K | 1.01% | — |
| 16 | J JOHNSON & JOHNSON | $1.6M | 6.0K | 0.77% | — |
| 17 | L LOWES COS INC | $1.6M | 8.5K | 0.75% | — |
| 18 | P PHILIP MORRIS INTL INC | $1.5M | 8.0K | 0.73% | — |
| 19 | V VANGUARD INDEX FDS | $1.5M | 18.9K | 0.71% | — |
| 20 | V VANGUARD INTL EQUITY INDEX F | $1.4M | 23.6K | 0.67% | — |
| 21 | V VANGUARD WORLD FD | $1.4M | 14.6K | 0.65% | — |
| 22 | J JPMORGAN CHASE & CO | $1.3M | 4.0K | 0.64% | — |
| 23 | M MERCK & CO INC | $1.3M | 9.1K | 0.63% | — |
| 24 | E ISHARES TR | $1.3M | 10.7K | 0.62% | — |
| 25 | V VANGUARD WORLD FD | $1.3M | 8.0K | 0.61% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 26.7K | 0.57% | — |
| 27 | R DIMENSIONAL ETF TRUST | $1.2M | 15.0K | 0.56% | — |
| 28 | E ISHARES TR | $1.1M | 8.4K | 0.55% | — |
| 29 | E ISHARES TR | $1.1M | 8.9K | 0.54% | — |
| 30 | Q INVESCO QQQ TR | $1.1M | 1.4K | 0.51% | — |
| 31 | E ISHARES TR | $1M | 7.3K | 0.48% | — |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $959K | 1.9K | 0.46% | — |
| 33 | R DIMENSIONAL ETF TRUST | $920K | 11.1K | 0.44% | — |
| 34 | E ISHARES TR | $893K | 3.9K | 0.43% | — |
| 35 | E ISHARES TR | $876K | 5.4K | 0.42% | — |
| 36 | V VANGUARD INDEX FDS | $865K | 2.3K | 0.41% | — |
| 37 | K COCA COLA CO | $861K | 10.0K | 0.41% | — |
| 38 | I INTEL CORP | $842K | 7.0K | 0.40% | — |
| 39 | I INTERNATIONAL BUSINESS MACHS | $764K | 3.5K | 0.37% | — |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $757K | 18.8K | 0.36% | — |
| 41 | D DANAHER CORP DEL | $753K | 3.4K | 0.36% | — |
| 42 | R RTX CORPORATION | $743K | 4.0K | 0.36% | — |
| 43 | O ORACLE CORP | $741K | 5.4K | 0.35% | — |
| 44 | C CHEVRON CORPORATION | $735K | 3.6K | 0.35% | — |
| 45 | I INVESCO EXCH TRADED FD TR II | $660K | 5.1K | 0.32% | — |
| 46 | I INVESCO EXCHANGE TRADED FD T | $639K | 3.1K | 0.31% | — |
| 47 | D DISNEY WALT CO | $629K | 6.0K | 0.30% | — |
| 48 | V VISA INC | $612K | 1.7K | 0.29% | — |
| 49 | E ISHARES TR | $600K | 1.4K | 0.29% | — |
| 50 | U UNION PAC CORP | $599K | 2.2K | 0.29% | — |