Q3 2026 13F filing
Updated 17 days ago182 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $190.4M | 1.15M | 15.87% | Added(+4.0%) |
| 2 | ? N/A INVESCO EXCH TRADED FD TR II | $112.1M | 5.04M | 9.34% | Added(+12.1%) |
| 3 | V VANGUARD INDEX FDS | $76.1M | 203.2K | 6.34% | Trimmed(-1.6%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $76M | 1.08M | 6.33% | Added(+0.2%) |
| 5 | ? N/A BONDBLOXX ETF TRUST | $62M | 1.26M | 5.17% | Added(+33.6%) |
| 6 | G ALPHABET INC | $48.6M | 142.7K | 4.05% | Added(+6.8%) |
| 7 | ? N/A BNY MELLON ETF TRUST | $39.3M | 981.8K | 3.28% | Trimmed(-3.6%) |
| 8 | ? N/A BONDBLOXX ETF TRUST | $39M | 783.1K | 3.25% | Added(+37.3%) |
| 9 | C BONDBLOXX ETF TRUST | $37.5M | 745.6K | 3.12% | Trimmed(-23.1%) |
| 10 | V VANGUARD INTL EQUITY INDEX F | $36.4M | 419.4K | 3.03% | Added(+3.3%) |
| 11 | V VANGUARD INTL EQUITY INDEX F | $33.7M | 568.1K | 2.81% | Added(+5.5%) |
| 12 | A VANGUARD INTL EQUITY INDEX F | $32.4M | 279.8K | 2.70% | Added(+6.1%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $27.9M | 359.9K | 2.32% | Trimmed(-1.8%) |
| 14 | M MICROSOFT CORP | $23.8M | 46.4K | 1.98% | Added(+5.2%) |
| 15 | A APPLE INC | $23.2M | 69.8K | 1.94% | Added(+3.4%) |
| 16 | H VANECK ETF TRUST | $22.5M | 1.28M | 1.88% | Trimmed(-16.1%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $21.6M | 168.6K | 1.80% | Trimmed(-3.7%) |
| 18 | E ISHARES TR | $21M | 222.2K | 1.75% | Trimmed(-2.2%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $19.5M | 537.1K | 1.62% | Added(+6.9%) |
| 20 | E ISHARES TR | $16.9M | 39.1K | 1.40% | Added(+9.1%) |
| 21 | E ISHARES TR | $15.3M | 207.3K | 1.27% | Added(+17.8%) |
| 22 | H VANECK ETF TRUST | $13.6M | 128.7K | 1.13% | Trimmed(-4.0%) |
| 23 | G ALPHABET INC | $12.4M | 36.1K | 1.04% | Added(+1.4%) |
| 24 | ? N/A BONDBLOXX ETF TRUST | $11.8M | 236.6K | 0.98% | Added(+0.8%) |
| 25 | E ISHARES TR | $10.8M | 245.1K | 0.90% | Trimmed(-10.0%) |
| 26 | E ISHARES TR | $10.8M | 364.7K | 0.90% | Added(+22.7%) |
| 27 | E ISHARES TR | $10.8M | 111.0K | 0.90% | Trimmed(-2.6%) |
| 28 | V VANGUARD INDEX FDS | $9.4M | 13.4K | 0.79% | Added(+6.1%) |
| 29 | V VANGUARD STAR FDS | $8M | 94.1K | 0.67% | Added(+12.4%) |
| 30 | N NVIDIA CORPORATION | $6.6M | 28.8K | 0.55% | Added(+31.5%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $6.6M | 42.2K | 0.55% | Trimmed(-1.4%) |
| 32 | V VANGUARD BD INDEX FDS | $6.5M | 92.2K | 0.54% | Trimmed(-13.6%) |
| 33 | E ISHARES TR | $6.2M | 68.8K | 0.51% | Added(+0.4%) |
| 34 | A AMAZON COM INC | $5.6M | 22.6K | 0.47% | Added(+11.5%) |
| 35 | M META PLATFORMS INC | $5.3M | 7.4K | 0.44% | Trimmed(-10.0%) |
| 36 | V VANGUARD INTL EQUITY INDEX F | $3.9M | 24.5K | 0.32% | Added(+0.9%) |
| 37 | ? N/A SERIES PORTFOLIOS TR | $3.8M | 129.1K | 0.31% | Unchanged |
| 38 | V VANGUARD INDEX FDS | $3M | 10.5K | 0.25% | Trimmed(-0.8%) |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $2.9M | 5.8K | 0.24% | Added(+8.8%) |
| 40 | E ISHARES TR | $2.5M | 9.0K | 0.21% | Trimmed(-2.0%) |
| 41 | M MICRON TECHNOLOGY INC | $2.4M | 2.3K | 0.20% | Added(+9.2%) |
| 42 | P PHILIP MORRIS INTL INC | $2.4M | 12.5K | 0.20% | Trimmed(-29.4%) |
| 43 | E ISHARES INC | $2.3M | 28.4K | 0.19% | Added(+2.1%) |
| 44 | A BROADCOM INC | $2.3M | 6.4K | 0.19% | Added(+44.1%) |
| 45 | S STATE STR SPDR S&P 500 ETF T | $2.3M | 3.0K | 0.19% | Added(+9.3%) |
| 46 | C CANDEL THERAPEUTICS INC | $2.1M | 198.2K | 0.17% | Unchanged |
| 47 | D DELL TECHNOLOGIES INC | $1.9M | 3.5K | 0.16% | Added(+45.1%) |
| 48 | C CHEVRON CORPORATION | $1.8M | 8.9K | 0.15% | Trimmed(-6.7%) |
| 49 | E ISHARES TR | $1.8M | 4.3K | 0.15% | Added(+11.1%) |
| 50 | V VANGUARD INDEX FDS | $1.5M | 17.1K | 0.13% | Added(+56.5%) |