Q3 2026 13F filing
Updated 5 days ago137 disclosed positions worth $370.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $18.5M | 239.4K | 4.99% | — |
| 2 | V VANGUARD INDEX FDS | $18M | 83.5K | 4.87% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $17.1M | 242.3K | 4.62% | — |
| 4 | S SPDR SERIES TRUST | $16.7M | 186.3K | 4.52% | — |
| 5 | V VANGUARD BD INDEX FDS | $15.3M | 200.7K | 4.14% | — |
| 6 | M DIMENSIONAL ETF TRUST | $11.5M | 206.2K | 3.11% | — |
| 7 | G ALPHABET INC | $11.1M | 32.7K | 3.01% | — |
| 8 | S SPDR SERIES TRUST | $10.8M | 177.1K | 2.92% | — |
| 9 | ? N/A VANGUARD SCOTTSDALE FDS | $9.4M | 143.1K | 2.54% | — |
| 10 | S SPDR SERIES TRUST | $9M | 73.4K | 2.44% | — |
| 11 | V VANGUARD SCOTTSDALE FDS | $9M | 114.3K | 2.42% | — |
| 12 | E ISHARES TR | $7.9M | 10.4K | 2.15% | — |
| 13 | J JPMORGAN CHASE & CO | $7.9M | 23.9K | 2.14% | — |
| 14 | V VANGUARD INDEX FDS | $7.4M | 82.5K | 2.01% | — |
| 15 | T TAIWAN SEMICONDUCTOR MANUFAC | $6.5M | 14.1K | 1.74% | — |
| 16 | I INVESCO EXCHANGE TRADED FD T | $6.2M | 30.0K | 1.68% | — |
| 17 | A APPLE INC | $5.9M | 17.8K | 1.60% | — |
| 18 | E ISHARES INC | $5.9M | 72.6K | 1.59% | — |
| 19 | ? N/A AMERICAN CENTY ETF TR | $5.7M | 52.4K | 1.55% | — |
| 20 | M MICROSOFT CORP | $5.7M | 11.1K | 1.54% | — |
| 21 | E ISHARES TR | $5.3M | 53.6K | 1.44% | — |
| 22 | ? N/A AMERICAN CENTY ETF TR | $5.3M | 44.7K | 1.42% | — |
| 23 | A AMPHENOL CORP | $5.2M | 61.1K | 1.39% | — |
| 24 | S SPDR SERIES TRUST | $4.8M | 162.1K | 1.30% | — |
| 25 | V VANGUARD INDEX FDS | $4.4M | 19.2K | 1.20% | — |
| 26 | ? N/A AMERICAN CENTY ETF TR | $4.1M | 45.9K | 1.12% | — |
| 27 | E ISHARES TR | $4.1M | 30.4K | 1.12% | — |
| 28 | V VANGUARD INDEX FDS | $4.1M | 14.5K | 1.11% | — |
| 29 | C CATERPILLAR INC | $4.1M | 5.1K | 1.11% | — |
| 30 | G GILEAD SCIENCES INC | $4.1M | 27.2K | 1.09% | — |
| 31 | L ELI LILLY & CO | $3.7M | 3.2K | 1.00% | — |
| 32 | A AMERICAN EXPRESS CO | $3.7M | 12.0K | 0.99% | — |
| 33 | V VANGUARD INDEX FDS | $3.6M | 9.7K | 0.98% | — |
| 34 | Q QUALCOMM INC | $3.6M | 19.6K | 0.97% | — |
| 35 | L LINDE PLC | $3.6M | 7.5K | 0.97% | — |
| 36 | C CUMMINS INC | $3.5M | 6.7K | 0.93% | — |
| 37 | S SCHWAB STRATEGIC TR | $3.2M | 64.0K | 0.86% | — |
| 38 | S STATE STR SPDR S&P 500 ETF T | $3.2M | 4.1K | 0.85% | — |
| 39 | E ISHARES TR | $3.1M | 25.6K | 0.83% | — |
| 40 | V VANGUARD INTL EQUITY INDEX F | $3M | 50.0K | 0.80% | — |
| 41 | E ECOLAB INC | $2.9M | 10.7K | 0.80% | — |
| 42 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 30.8K | 0.78% | — |
| 43 | V VANGUARD INDEX FDS | $2.7M | 7.7K | 0.73% | — |
| 44 | M MERCK & CO INC | $2.6M | 18.1K | 0.71% | — |
| 45 | A AGILENT TECHNOLOGIES INC | $2.6M | 15.2K | 0.71% | — |
| 46 | E ISHARES TR | $2.5M | 24.2K | 0.68% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 44.3K | 0.66% | — |
| 48 | V VISA INC | $2.4M | 6.7K | 0.65% | — |
| 49 | S STRYKER CORPORATION | $2.4M | 8.6K | 0.64% | — |
| 50 | E ISHARES TR | $2.4M | 22.1K | 0.64% | — |