Q3 2026 13F filing
Updated 17 days ago115 disclosed positions worth $299.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DIMENSIONAL ETF TRUST | $58.4M | 1.58M | 19.52% | Trimmed(-1.2%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $43.1M | 970.3K | 14.41% | Trimmed(-0.4%) |
| 3 | V VANGUARD INDEX FDS | $31.2M | 83.5K | 10.44% | Trimmed(-1.4%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $26.3M | 205.3K | 8.79% | Trimmed(-0.2%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $22.3M | 248.0K | 7.47% | Trimmed(-0.8%) |
| 6 | V VANGUARD BD INDEX FDS | $20.6M | 270.2K | 6.90% | Trimmed(-6.0%) |
| 7 | V VANGUARD BD INDEX FDS | $15M | 214.4K | 5.02% | Added(+5.7%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $11M | 142.5K | 3.68% | Added(+17.7%) |
| 9 | ? N/A RBB FUND TRUST | $11M | 167.4K | 3.66% | Unchanged |
| 10 | V VANGUARD STAR FDS | $9.6M | 112.8K | 3.20% | Trimmed(-2.1%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 80.4K | 2.53% | Trimmed(-0.2%) |
| 12 | A AMAZON COM INC | $4.5M | 18.2K | 1.51% | Trimmed(-12.4%) |
| 13 | J J P MORGAN EXCHANGE TRADED F | $3.7M | 71.4K | 1.23% | Added(+625.6%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 31.8K | 0.94% | Trimmed(-0.3%) |
| 15 | ? N/A VANGUARD MALVERN FDS | $2.7M | 37.0K | 0.91% | Added(+113.4%) |
| 16 | ? N/A EA SERIES TRUST | $2.7M | 51.8K | 0.89% | — |
| 17 | V VANGUARD INDEX FDS | $2.1M | 3.1K | 0.72% | Added(+0.0%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $2M | 24.9K | 0.66% | Trimmed(-0.1%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 38.9K | 0.61% | Trimmed(-0.2%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 39.1K | 0.59% | Unchanged |
| 21 | V VANGUARD INTL EQUITY INDEX F | $1.7M | 10.5K | 0.55% | Added(+0.2%) |
| 22 | V VANGUARD MUN BD FDS | $1.1M | 23.5K | 0.37% | Added(+125.6%) |
| 23 | S SCHWAB STRATEGIC TR | $1M | 34.1K | 0.34% | Unchanged |
| 24 | P PALANTIR TECHNOLOGIES INC | $794K | 4.2K | 0.27% | Unchanged |
| 25 | M MICROSOFT CORP | $701K | 1.4K | 0.23% | Trimmed(-48.3%) |
| 26 | N NVIDIA CORPORATION | $689K | 3.0K | 0.23% | Trimmed(-14.5%) |
| 27 | ? N/A AMERICAN CENTY ETF TR | $675K | 8.5K | 0.23% | Trimmed(-0.3%) |
| 28 | A APPLE INC | $668K | 2.0K | 0.22% | Trimmed(-26.0%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $624K | 12.9K | 0.21% | Added(+0.1%) |
| 30 | V VANGUARD TAX-MANAGED FDS | $615K | 8.7K | 0.21% | Unchanged |
| 31 | P PEPSICO INC | $610K | 4.8K | 0.20% | Trimmed(-0.1%) |
| 32 | V VANGUARD SCOTTSDALE FDS | $569K | 5.1K | 0.19% | Unchanged |
| 33 | S SCHWAB STRATEGIC TR | $568K | 17.4K | 0.19% | Unchanged |
| 34 | N NEBIUS GROUP N.V. | $564K | 2.4K | 0.19% | Added(+0.2%) |
| 35 | V VANGUARD WHITEHALL FDS | $505K | 3.3K | 0.17% | Added(+0.6%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $464K | 3.9K | 0.16% | Added(+0.3%) |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $431K | 866 | 0.14% | Trimmed(-22.3%) |
| 38 | G ALPHABET INC | $375K | 1.1K | 0.13% | Trimmed(-19.1%) |
| 39 | P PROCTER & GAMBLE CO | $338K | 2.3K | 0.11% | Trimmed(-0.2%) |
| 40 | G ALPHABET INC | $330K | 960 | 0.11% | Trimmed(-18.6%) |
| 41 | ? N/A RBB FUND TRUST | $321K | 3.4K | 0.11% | — |
| 42 | V VANGUARD WELLINGTON FD | $294K | 3.0K | 0.10% | Unchanged |
| 43 | T TYSON FOODS INC | $291K | 5.8K | 0.10% | — |
| 44 | Y YUM BRANDS INC | $273K | 2.0K | 0.09% | Unchanged |
| 45 | ? N/A AMERICAN CENTY ETF TR | $243K | 2.2K | 0.08% | Added(+0.3%) |
| 46 | E ISHARES INC | $233K | 2.9K | 0.08% | Unchanged |
| 47 | V VANGUARD INDEX FDS | $230K | 2.9K | 0.08% | Unchanged |
| 48 | V VANGUARD SCOTTSDALE FDS | $229K | 1.8K | 0.08% | Added(+0.1%) |
| 49 | X EXXONMOBIL HOLDINGS CORP | $204K | 1.3K | 0.07% | — |
| 50 | E ISHARES TR | $198K | 1.5K | 0.07% | Unchanged |