Q3 2026 13F filing
Updated 9 days ago445 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $190M | 4.27M | 9.71% | Trimmed(-3.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $101.6M | 2.29M | 5.19% | Trimmed(-48.4%) |
| 3 | E ISHARES TR | $89M | 280.4K | 4.55% | Trimmed(-2.1%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $86.6M | 1.67M | 4.43% | Trimmed(-6.4%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $77.9M | 2.07M | 3.98% | Trimmed(-0.4%) |
| 6 | E ISHARES TR | $63.8M | 1.45M | 3.26% | Trimmed(-6.2%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $52.4M | 444.7K | 2.68% | Trimmed(-4.5%) |
| 8 | E ISHARES TR | $47.6M | 149.9K | 2.43% | Trimmed(-47.6%) |
| 9 | V VANGUARD CHARLOTTE FDS | $47.3M | 1.01M | 2.42% | Added(+4.3%) |
| 10 | V VANGUARD BD INDEX FDS | $44.7M | 637.4K | 2.28% | Added(+2.3%) |
| 11 | ? N/A SYMMETRY PANORAMIC TR | $43.2M | 1.49M | 2.21% | Trimmed(-1.9%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $40.7M | 884.0K | 2.08% | Trimmed(-7.1%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $40M | 1.01M | 2.04% | Trimmed(-1.2%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $37.4M | 719.8K | 1.91% | Trimmed(-59.6%) |
| 15 | ? N/A DFA INVT DIMENSIONS GROUP IN | $36.1M | 862.0K | 1.85% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $35M | 930.4K | 1.79% | Trimmed(-55.3%) |
| 17 | E ISHARES TR | $35M | 664.1K | 1.79% | Trimmed(-0.6%) |
| 18 | V VANGUARD BD INDEX FDS | $32.5M | 425.7K | 1.66% | Added(+3.9%) |
| 19 | V VANGUARD CHARLOTTE FDS | $30.5M | 650.4K | 1.56% | Trimmed(-32.8%) |
| 20 | E ISHARES TR | $30.2M | 683.9K | 1.54% | Trimmed(-55.7%) |
| 21 | A APPLE INC | $28.7M | 86.2K | 1.47% | Added(+2.6%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $25.5M | 233.5K | 1.30% | Trimmed(-4.0%) |
| 23 | E ISHARES TR | $25.4M | 114.3K | 1.30% | Added(+3.1%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $23.9M | 202.6K | 1.22% | Trimmed(-56.5%) |
| 25 | E ISHARES TR | $23.4M | 240.5K | 1.20% | Added(+3.3%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $21.5M | 391.1K | 1.10% | Trimmed(-5.9%) |
| 27 | V VANGUARD BD INDEX FDS | $20.2M | 287.8K | 1.03% | Trimmed(-53.8%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $19.7M | 217.7K | 1.01% | Added(+2.8%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $18.9M | 474.6K | 0.96% | Trimmed(-53.4%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $17.6M | 270.4K | 0.90% | Trimmed(-1.6%) |
| 31 | V VANGUARD BD INDEX FDS | $17M | 223.2K | 0.87% | Trimmed(-45.5%) |
| 32 | N NVIDIA CORPORATION | $16.1M | 70.7K | 0.82% | Added(+10.1%) |
| 33 | E ISHARES TR | $15.2M | 288.7K | 0.78% | Trimmed(-56.8%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $15.1M | 327.8K | 0.77% | Trimmed(-65.5%) |
| 35 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14.6M | 348.2K | 0.75% | — |
| 36 | E ISHARES TR | $14.1M | 63.5K | 0.72% | Trimmed(-42.7%) |
| 37 | ? N/A SYMMETRY PANORAMIC TR | $12.7M | 441.0K | 0.65% | Trimmed(-71.0%) |
| 38 | E ISHARES TR | $12.6M | 129.3K | 0.64% | Trimmed(-44.5%) |
| 39 | ? N/A AMERICAN CENTY ETF TR | $12.2M | 134.7K | 0.62% | Trimmed(-36.4%) |
| 40 | D DIMENSIONAL ETF TRUST | $11M | 297.2K | 0.56% | Trimmed(-5.7%) |
| 41 | ? N/A AMERICAN CENTY ETF TR | $10.8M | 98.6K | 0.55% | Trimmed(-59.5%) |
| 42 | E ISHARES TR | $10.7M | 106.2K | 0.55% | Added(+40.8%) |
| 43 | E ISHARES TR | $9.8M | 107.0K | 0.50% | Added(+4.0%) |
| 44 | V VANGUARD INDEX FDS | $9.3M | 24.8K | 0.47% | Trimmed(-2.4%) |
| 45 | D DIMENSIONAL ETF TRUST | $9.1M | 246.2K | 0.47% | Trimmed(-21.9%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $8.5M | 106.9K | 0.43% | Added(+3.9%) |
| 47 | E ISHARES TR | $8.5M | 83.6K | 0.43% | Added(+10.8%) |
| 48 | ? N/A AMERICAN CENTY ETF TR | $8.2M | 125.7K | 0.42% | Trimmed(-54.3%) |
| 49 | S SPDR SERIES TRUST | $7.9M | 85.3K | 0.40% | Added(+3.5%) |
| 50 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 59.7K | 0.39% | Trimmed(-1.5%) |