Q3 2026 13F filing
Updated 22 days ago70 disclosed positions worth $162.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $20M | 177.4K | 12.30% | Added(+7.0%) |
| 2 | S SPDR SERIES TRUST | $14.7M | 241.3K | 9.05% | Added(+6.2%) |
| 3 | E ISHARES TR | $13.7M | 61.7K | 8.42% | Added(+10.6%) |
| 4 | E ISHARES TR | $8.8M | 116.2K | 5.38% | Added(+4.2%) |
| 5 | B ISHARES TR | $8.7M | 83.7K | 5.35% | Added(+3.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 106.9K | 5.08% | Added(+3.0%) |
| 7 | V VANGUARD INDEX FDS | $7.1M | 30.5K | 4.33% | Added(+2.9%) |
| 8 | V VANGUARD MALVERN FDS | $6.4M | 130.9K | 3.96% | Added(+14.2%) |
| 9 | S SPDR SERIES TRUST | $5.4M | 50.3K | 3.30% | Added(+3.7%) |
| 10 | B ISHARES TR | $5M | 49.1K | 3.08% | Trimmed(-0.3%) |
| 11 | I ISHARES GOLD TR | $4.2M | 53.5K | 2.56% | Added(+5.3%) |
| 12 | E ISHARES TR | $3.7M | 26.3K | 2.30% | Added(+0.9%) |
| 13 | E ISHARES TR | $3.3M | 37.4K | 2.06% | Added(+4.8%) |
| 14 | V VANGUARD SCOTTSDALE FDS | $3.2M | 40.5K | 1.95% | Added(+9.6%) |
| 15 | V VANGUARD INTL EQUITY INDEX F | $2.7M | 45.5K | 1.66% | Trimmed(-22.1%) |
| 16 | V VANGUARD INDEX FDS | $2.5M | 11.6K | 1.53% | Added(+1.8%) |
| 17 | H VANECK ETF TRUST | $2.4M | 22.8K | 1.48% | Trimmed(-22.6%) |
| 18 | ? N/A DBX ETF TR | $2.3M | 42.2K | 1.42% | Trimmed(-28.9%) |
| 19 | I INVESCO EXCHANGE TRADED FD T | $2.2M | 18.2K | 1.33% | Added(+3.4%) |
| 20 | V VANGUARD WHITEHALL FDS | $2.1M | 13.8K | 1.31% | Added(+3.5%) |
| 21 | E ISHARES TR | $2M | 40.3K | 1.22% | Added(+1.6%) |
| 22 | I ISHARES BITCOIN TRUST ETF | $1.9M | 41.0K | 1.19% | Trimmed(-1.1%) |
| 23 | V VANGUARD WORLD FD | $1.8M | 19.6K | 1.11% | Trimmed(-1.3%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $1.8M | 39.9K | 1.09% | Added(+8.3%) |
| 25 | V VANGUARD INDEX FDS | $1.8M | 19.6K | 1.08% | Added(+13.3%) |
| 26 | V VANGUARD BD INDEX FDS | $1.8M | 25.0K | 1.08% | Added(+5.2%) |
| 27 | H JOHN HANCOCK EXCHANGE TRADED | $1.6M | 23.1K | 1.01% | Trimmed(-0.9%) |
| 28 | V VANGUARD INDEX FDS | $1.6M | 5.7K | 1.00% | Added(+5.2%) |
| 29 | E ISHARES TR | $1.5M | 67.3K | 0.90% | Added(+2.3%) |
| 30 | V VANGUARD INDEX FDS | $1.3M | 16.9K | 0.81% | Added(+5.1%) |
| 31 | V VANGUARD INDEX FDS | $1M | 3.5K | 0.63% | Trimmed(-34.2%) |
| 32 | ? N/A AB ACTIVE ETFS INC | $975K | 19.5K | 0.60% | Added(+3.0%) |
| 33 | E ISHARES TR | $947K | 10.0K | 0.58% | Trimmed(-6.0%) |
| 34 | ? N/A AB ACTIVE ETFS INC | $887K | 25.4K | 0.54% | Added(+4.7%) |
| 35 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $857K | 40.5K | 0.53% | Added(+1.2%) |
| 36 | ? N/A AB ACTIVE ETFS INC | $834K | 33.9K | 0.51% | Trimmed(-6.3%) |
| 37 | G SPDR GOLD TR | $818K | 2.1K | 0.50% | Trimmed(-0.2%) |
| 38 | V VANGUARD INDEX FDS | $673K | 960 | 0.41% | Added(+2.7%) |
| 39 | E ISHARES TR | $654K | 9.1K | 0.40% | Added(+0.3%) |
| 40 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $611K | 26.5K | 0.37% | Trimmed(-19.2%) |
| 41 | V VANGUARD TAX-MANAGED FDS | $597K | 8.5K | 0.37% | Added(+10.7%) |
| 42 | V VANGUARD INDEX FDS | $582K | 3.0K | 0.36% | Added(+0.5%) |
| 43 | ? N/A EA SERIES TRUST | $551K | 4.7K | 0.34% | Trimmed(-0.3%) |
| 44 | E ISHARES TR | $503K | 9.3K | 0.31% | Added(+14.7%) |
| 45 | E ISHARES INC | $487K | 9.0K | 0.30% | Trimmed(-0.2%) |
| 46 | S SPDR INDEX SHS FDS | $479K | 9.5K | 0.29% | Unchanged |
| 47 | A APPLE INC | $466K | 1.4K | 0.29% | Added(+4.0%) |
| 48 | M MICROSOFT CORP | $451K | 879 | 0.28% | Added(+12.0%) |
| 49 | V VANGUARD SCOTTSDALE FDS | $426K | 3.3K | 0.26% | Trimmed(-0.1%) |
| 50 | A ALPS ETF TR | $422K | 8.1K | 0.26% | Added(+6.8%) |