Q3 2026 13F filing
Updated 5 days ago158 disclosed positions worth $722.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $100.6M | 2.26M | 13.93% | — |
| 2 | ? N/A AMERICAN CENTY ETF TR | $83.6M | 652.8K | 11.58% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $47.8M | 913.5K | 6.62% | — |
| 4 | C DIMENSIONAL ETF TRUST | $39.7M | 958.3K | 5.50% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $39M | 469.8K | 5.40% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $38.6M | 1.03M | 5.35% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $35.3M | 698.9K | 4.89% | — |
| 8 | ? N/A AMERICAN CENTY ETF TR | $31.6M | 335.6K | 4.37% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $29.7M | 329.4K | 4.11% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $26.2M | 563.8K | 3.63% | — |
| 11 | N DIMENSIONAL ETF TRUST | $17.3M | 441.2K | 2.40% | — |
| 12 | A APPLE INC | $13.3M | 39.8K | 1.84% | — |
| 13 | V VANGUARD INDEX FDS | $11.4M | 32.4K | 1.58% | — |
| 14 | E ISHARES TR | $11.1M | 14.5K | 1.54% | — |
| 15 | H DIMENSIONAL ETF TRUST | $11.1M | 275.9K | 1.53% | — |
| 16 | E ISHARES TR | $10.8M | 111.5K | 1.50% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $10.3M | 260.5K | 1.43% | — |
| 18 | M MICROSOFT CORP | $7.9M | 15.5K | 1.10% | — |
| 19 | D DIMENSIONAL ETF TRUST | $7.7M | 208.4K | 1.07% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 74.1K | 0.68% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 63.1K | 0.68% | — |
| 22 | ? N/A AMERICAN CENTY ETF TR | $4.8M | 40.4K | 0.66% | — |
| 23 | V VANGUARD INDEX FDS | $4.6M | 12.2K | 0.63% | — |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $4.4M | 53.4K | 0.61% | — |
| 25 | S STATE STR SPDR S&P 500 ETF T | $4.3M | 5.7K | 0.60% | — |
| 26 | G ALPHABET INC | $4.2M | 12.2K | 0.58% | — |
| 27 | E ISHARES TR | $3.6M | 21.4K | 0.49% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $3.5M | 87.8K | 0.48% | — |
| 29 | E ISHARES TR | $3.3M | 34.8K | 0.46% | — |
| 30 | ? N/A AMERICAN CENTY ETF TR | $3.2M | 32.2K | 0.44% | — |
| 31 | L LAM RESEARCH CORP | $3.1M | 9.4K | 0.43% | — |
| 32 | E ISHARES TR | $2.9M | 111.7K | 0.40% | — |
| 33 | G ALPHABET INC | $2.7M | 8.1K | 0.38% | — |
| 34 | B BERKSHIRE HATHAWAY INC DEL | $2.6M | 5.1K | 0.35% | — |
| 35 | C COSTCO WHOLESALE CORPORATION | $2.4M | 2.7K | 0.34% | — |
| 36 | V VISA INC | $2.4M | 6.6K | 0.33% | — |
| 37 | J JPMORGAN CHASE & CO | $2.3M | 7.0K | 0.32% | — |
| 38 | ? N/A AMERICAN CENTY ETF TR | $2.3M | 25.1K | 0.31% | — |
| 39 | E ISHARES TR | $2.2M | 5.3K | 0.30% | — |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 54.5K | 0.30% | — |
| 41 | V VANGUARD SCOTTSDALE FDS | $2.2M | 27.7K | 0.30% | — |
| 42 | B VANGUARD SPECIALIZED FUNDS | $2.1M | 9.1K | 0.29% | — |
| 43 | A AMAZON COM INC | $2.1M | 8.4K | 0.29% | — |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 77.0K | 0.29% | — |
| 45 | N DIMENSIONAL ETF TRUST | $2M | 60.7K | 0.28% | — |
| 46 | V VANGUARD INTL EQUITY INDEX F | $2M | 12.9K | 0.28% | — |
| 47 | E ISHARES INC | $2M | 24.9K | 0.28% | — |
| 48 | V VANGUARD BD INDEX FDS | $1.9M | 24.2K | 0.26% | — |
| 49 | V VANGUARD INDEX FDS | $1.8M | 8.0K | 0.26% | — |
| 50 | ? N/A AMERICAN CENTY ETF TR | $1.8M | 16.8K | 0.25% | — |