Q3 2026 13F filing
Updated 6 days ago289 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $341.3M | 4.11M | 13.73% | — |
| 2 | R DIMENSIONAL ETF TRUST | $223M | 2.88M | 8.97% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $216M | 3.93M | 8.69% | — |
| 4 | M AMERICAN CENTY ETF TR | $172.2M | 1.46M | 6.93% | — |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $138.4M | 3.30M | 5.57% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $107.4M | 2.42M | 4.32% | — |
| 7 | N DIMENSIONAL ETF TRUST | $103.3M | 2.63M | 4.16% | — |
| 8 | M DIMENSIONAL ETF TRUST | $96.3M | 1.72M | 3.87% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $84M | 767.9K | 3.38% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $67.7M | 2.50M | 2.72% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $60.9M | 1.17M | 2.45% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $59.4M | 1.64M | 2.39% | — |
| 13 | N DIMENSIONAL ETF TRUST | $53.8M | 1.60M | 2.16% | — |
| 14 | A APPLE INC | $38.7M | 116.2K | 1.56% | — |
| 15 | ? N/A AMERICAN CENTY ETF TR | $31.1M | 343.4K | 1.25% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $29.9M | 450.6K | 1.20% | — |
| 17 | D DIMENSIONAL ETF TRUST | $29M | 783.9K | 1.17% | — |
| 18 | V VANGUARD INDEX FDS | $26.8M | 71.5K | 1.08% | — |
| 19 | ? N/A RBB FUND TRUST | $22M | 336.8K | 0.89% | — |
| 20 | ? N/A AMERICAN CENTY ETF TR | $21.2M | 225.3K | 0.85% | — |
| 21 | E ISHARES TR | $21.1M | 223.2K | 0.85% | — |
| 22 | V VANGUARD SCOTTSDALE FDS | $18.5M | 240.1K | 0.75% | — |
| 23 | V VANGUARD BD INDEX FDS | $17.6M | 242.0K | 0.71% | — |
| 24 | ? N/A AMERICAN CENTY ETF TR | $16.3M | 181.4K | 0.66% | — |
| 25 | M MICROSOFT CORP | $15.2M | 29.6K | 0.61% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $15.1M | 319.1K | 0.61% | — |
| 27 | E ISHARES TR | $14.3M | 104.8K | 0.57% | — |
| 28 | V VANGUARD INDEX FDS | $13.8M | 39.3K | 0.56% | — |
| 29 | S STATE STR SPDR S&P 500 ETF T | $12.7M | 16.7K | 0.51% | — |
| 30 | N NVIDIA CORPORATION | $12.4M | 54.2K | 0.50% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $12.3M | 306.9K | 0.50% | — |
| 32 | C CATERPILLAR INC | $12.1M | 14.9K | 0.49% | — |
| 33 | E ISHARES TR | $12M | 15.7K | 0.48% | — |
| 34 | V VANGUARD MUN BD FDS | $11M | 233.2K | 0.44% | — |
| 35 | B BERKSHIRE HATHAWAY INC DEL | $11M | 22.0K | 0.44% | — |
| 36 | J JOHNSON & JOHNSON | $10.1M | 38.0K | 0.40% | — |
| 37 | ? N/A DFA INVT DIMENSIONS GROUP IN | $9.6M | 256.0K | 0.39% | — |
| 38 | C DIMENSIONAL ETF TRUST | $9.4M | 227.2K | 0.38% | — |
| 39 | ? N/A AMERICAN CENTY ETF TR | $9.2M | 115.5K | 0.37% | — |
| 40 | L ELI LILLY & CO | $7.9M | 6.8K | 0.32% | — |
| 41 | X EXXONMOBIL HOLDINGS CORP | $7.9M | 48.3K | 0.32% | — |
| 42 | V VANGUARD STAR FDS | $7.4M | 87.7K | 0.30% | — |
| 43 | A AMAZON COM INC | $7.2M | 29.0K | 0.29% | — |
| 44 | V VANGUARD MUN BD FDS | $7M | 94.4K | 0.28% | — |
| 45 | ? N/A DFA INVT DIMENSIONS GROUP IN | $7M | 84.8K | 0.28% | — |
| 46 | V VANGUARD BD INDEX FDS | $6.8M | 96.2K | 0.27% | — |
| 47 | V VANGUARD INDEX FDS | $6.4M | 22.6K | 0.26% | — |
| 48 | H DIMENSIONAL ETF TRUST | $6.4M | 169.7K | 0.26% | — |
| 49 | C COSTCO WHOLESALE CORPORATION | $6.4M | 7.0K | 0.26% | — |
| 50 | V VANGUARD INDEX FDS | $6.2M | 28.9K | 0.25% | — |