Q3 2026 13F filing
Updated 21 days ago98 disclosed positions worth $201.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $41.3M | 786.9K | 20.51% | Trimmed(-0.4%) |
| 2 | ? N/A VANGUARD SCOTTSDALE FDS | $17.9M | 271.0K | 8.87% | Added(+1.3%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $15.4M | 345.1K | 7.65% | Added(+1.8%) |
| 4 | C DIMENSIONAL ETF TRUST | $11.4M | 274.5K | 5.68% | Trimmed(-0.4%) |
| 5 | E ISHARES TR | $10.5M | 13.7K | 5.24% | Added(+7.2%) |
| 6 | S SCHWAB STRATEGIC TR | $10.2M | 406.4K | 5.08% | Added(+6.0%) |
| 7 | E ISHARES TR | $7.3M | 165.3K | 3.63% | Added(+29.4%) |
| 8 | N DIMENSIONAL ETF TRUST | $5.5M | 138.0K | 2.72% | Trimmed(-1.4%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $3.8M | 99.3K | 1.87% | Added(+1.7%) |
| 10 | E ISHARES TR | $3.5M | 24.8K | 1.75% | Added(+7.3%) |
| 11 | E BLACKROCK ETF TRUST | $3.5M | 50.8K | 1.75% | Added(+7.6%) |
| 12 | E ISHARES TR | $2.9M | 12.5K | 1.43% | Added(+9.2%) |
| 13 | V VANGUARD BD INDEX FDS | $2.5M | 50.6K | 1.25% | Added(+5.6%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 45.6K | 1.18% | Added(+6.2%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $2M | 39.3K | 1.01% | Added(+9.1%) |
| 16 | E BLACKROCK ETF TRUST | $1.9M | 52.9K | 0.96% | Added(+104.9%) |
| 17 | B BLACKROCK ETF TRUST | $1.9M | 68.3K | 0.95% | Added(+0.8%) |
| 18 | E ISHARES TR | $1.8M | 18.3K | 0.91% | Added(+4.7%) |
| 19 | S SCHWAB STRATEGIC TR | $1.8M | 49.7K | 0.89% | Added(+4.8%) |
| 20 | E ISHARES TR | $1.8M | 80.0K | 0.87% | Added(+10.3%) |
| 21 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.5K | 0.87% | Trimmed(-4.2%) |
| 22 | E ISHARES TR | $1.7M | 13.7K | 0.82% | Trimmed(-9.1%) |
| 23 | E BLACKROCK ETF TRUST | $1.5M | 31.3K | 0.76% | Added(+46.4%) |
| 24 | E ISHARES TR | $1.5M | 34.9K | 0.74% | Added(+23.6%) |
| 25 | E ISHARES TR | $1.4M | 18.9K | 0.72% | — |
| 26 | E ISHARES INC | $1.4M | 17.2K | 0.70% | Trimmed(-28.1%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 34.7K | 0.69% | Added(+1.6%) |
| 28 | E BLACKROCK ETF TRUST II | $1.3M | 26.1K | 0.66% | Trimmed(-6.9%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 30.4K | 0.66% | Added(+1.8%) |
| 30 | E BLACKROCK ETF TRUST | $1.3M | 27.9K | 0.65% | Added(+7.9%) |
| 31 | E ISHARES TR | $1.3M | 13.9K | 0.64% | Added(+10.6%) |
| 32 | ? N/A BLACKROCK ETF TRUST | $1.3M | 48.8K | 0.63% | Added(+1.7%) |
| 33 | E ISHARES TR | $1.2M | 12.8K | 0.62% | Added(+34.4%) |
| 34 | N DIMENSIONAL ETF TRUST | $1.2M | 36.5K | 0.61% | Added(+1.4%) |
| 35 | E ISHARES TR | $1.2M | 13.3K | 0.59% | Added(+44.2%) |
| 36 | ? N/A BLACKROCK ETF TRUST | $1.2M | 45.3K | 0.58% | Added(+185.1%) |
| 37 | E BLACKROCK ETF TRUST | $1.1M | 37.3K | 0.55% | Added(+14.5%) |
| 38 | E ISHARES TR | $1.1M | 13.5K | 0.54% | Added(+5.1%) |
| 39 | B BLACKROCK ETF TRUST II | $1M | 20.5K | 0.51% | Added(+44.0%) |
| 40 | A APPLE INC | $1M | 3.1K | 0.51% | Trimmed(-0.6%) |
| 41 | E BLACKROCK ETF TRUST | $974K | 22.1K | 0.48% | Added(+7.9%) |
| 42 | N NVIDIA CORPORATION | $960K | 4.2K | 0.48% | Added(+3.2%) |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $932K | 20.1K | 0.46% | Trimmed(-8.9%) |
| 44 | E ISHARES TR | $895K | 5.4K | 0.44% | Trimmed(-3.2%) |
| 45 | B BLACKROCK ETF TRUST | $793K | 25.3K | 0.39% | Trimmed(-13.0%) |
| 46 | S SPDR SERIES TRUST | $774K | 8.6K | 0.38% | Trimmed(-2.0%) |
| 47 | E ISHARES TR | $763K | 14.2K | 0.38% | Unchanged |
| 48 | H DIMENSIONAL ETF TRUST | $754K | 18.8K | 0.37% | Added(+0.4%) |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $754K | 18.2K | 0.37% | Added(+1.4%) |
| 50 | C DIMENSIONAL ETF TRUST | $709K | 16.6K | 0.35% | Added(+1.5%) |