Q3 2026 13F filing
Updated 23 days ago71 disclosed positions worth $211.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $74.4M | 1.67M | 35.24% | Trimmed(-2.3%) |
| 2 | D DIMENSIONAL ETF TRUST | $33.1M | 892.8K | 15.65% | Trimmed(-3.0%) |
| 3 | M DIMENSIONAL ETF TRUST | $19M | 341.0K | 9.02% | Trimmed(-0.4%) |
| 4 | D DOCUSIGN INC | $7.6M | 113.4K | 3.61% | Unchanged |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $6.7M | 122.2K | 3.18% | Trimmed(-0.8%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $5.4M | 81.0K | 2.55% | Trimmed(-1.4%) |
| 7 | B BERKSHIRE HATHAWAY INC DEL | $5.2M | 10.5K | 2.48% | Added(+0.3%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 106.3K | 2.00% | Added(+12.8%) |
| 9 | A AMAZON COM INC | $3.6M | 14.4K | 1.70% | Unchanged |
| 10 | C DIMENSIONAL ETF TRUST | $3.1M | 73.9K | 1.45% | Trimmed(-0.8%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $2.9M | 34.5K | 1.36% | Added(+0.0%) |
| 12 | E ISHARES TR | $2.7M | 3.6K | 1.29% | Added(+0.1%) |
| 13 | S SCHWAB STRATEGIC TR | $2.3M | 77.3K | 1.10% | Unchanged |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 44.3K | 0.91% | Added(+5.5%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 23.5K | 0.86% | Added(0.0%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 35.9K | 0.78% | Trimmed(-9.8%) |
| 17 | G SPDR GOLD TR | $1.6M | 4.3K | 0.77% | Unchanged |
| 18 | S STEEL DYNAMICS INC | $1.6M | 7.3K | 0.77% | Unchanged |
| 19 | T TESLA INC | $1.6M | 4.5K | 0.76% | Unchanged |
| 20 | N DIMENSIONAL ETF TRUST | $1.6M | 40.2K | 0.74% | Added(+1.4%) |
| 21 | N NVIDIA CORPORATION | $1.5M | 6.5K | 0.70% | Unchanged |
| 22 | H DIMENSIONAL ETF TRUST | $1.3M | 32.9K | 0.63% | Trimmed(-3.1%) |
| 23 | N DIMENSIONAL ETF TRUST | $1.3M | 33.3K | 0.62% | Trimmed(-1.9%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 34.8K | 0.62% | — |
| 25 | S SCHWAB STRATEGIC TR | $1.3M | 39.9K | 0.61% | Unchanged |
| 26 | S SCHWAB STRATEGIC TR | $1.3M | 39.7K | 0.61% | Unchanged |
| 27 | S SCHWAB STRATEGIC TR | $1.2M | 36.3K | 0.58% | Unchanged |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 20.5K | 0.50% | Added(+7.8%) |
| 29 | G ALPHABET INC | $1M | 3.0K | 0.49% | Unchanged |
| 30 | A APPLE INC | $821K | 2.5K | 0.39% | Unchanged |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $811K | 30.0K | 0.38% | Added(+7.6%) |
| 32 | V VANGUARD INDEX FDS | $807K | 1.2K | 0.38% | Added(+0.2%) |
| 33 | A C3 AI INC | $778K | 70.8K | 0.37% | Unchanged |
| 34 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.35% | Unchanged |
| 35 | S SCHWAB STRATEGIC TR | $689K | 31.2K | 0.33% | Trimmed(-25.4%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $674K | 16.1K | 0.32% | — |
| 37 | H HUMANA INC | $606K | 1.6K | 0.29% | Unchanged |
| 38 | V VANGUARD INDEX FDS | $572K | 1.5K | 0.27% | Trimmed(-1.6%) |
| 39 | E ISHARES TR | $545K | 3.8K | 0.26% | Unchanged |
| 40 | S SCHWAB STRATEGIC TR | $535K | 21.3K | 0.25% | Unchanged |
| 41 | A AFFIRM HLDGS INC | $485K | 7.0K | 0.23% | Unchanged |
| 42 | D DEERE & CO | $464K | 692 | 0.22% | Unchanged |
| 43 | A ADOBE INC | $461K | 1.9K | 0.22% | Trimmed(-4.8%) |
| 44 | J JPMORGAN CHASE & CO | $460K | 1.4K | 0.22% | Unchanged |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $448K | 12.4K | 0.21% | Added(+1.0%) |
| 46 | M MOODYS CORP | $438K | 964 | 0.21% | Unchanged |
| 47 | O ORACLE CORP | $418K | 3.0K | 0.20% | Added(+5.7%) |
| 48 | V VANGUARD MUN BD FDS | $414K | 8.7K | 0.20% | — |
| 49 | M MARRIOTT INTL INC NEW | $392K | 1.1K | 0.19% | Unchanged |
| 50 | Q INVESCO QQQ TR | $383K | 518 | 0.18% | Unchanged |