Q3 2026 13F filing
Updated 2 days ago261 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $87.7M | 114.5K | 6.91% | — |
| 2 | ? N/A FLEXSHARES TR | $80.5M | 3.55M | 6.34% | — |
| 3 | E ISHARES TR | $69.6M | 511.5K | 5.48% | — |
| 4 | B VANGUARD SPECIALIZED FUNDS | $62.3M | 267.2K | 4.91% | — |
| 5 | L LAM RESEARCH CORP | $58.6M | 178.5K | 4.62% | — |
| 6 | ? N/A SPDR INDEX SHS FDS | $48.2M | 688.9K | 3.79% | — |
| 7 | A APPLE INC | $47.1M | 141.5K | 3.71% | — |
| 8 | V VANGUARD TAX-MANAGED FDS | $44M | 622.6K | 3.46% | — |
| 9 | M DIMENSIONAL ETF TRUST | $40.8M | 730.1K | 3.21% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $37.3M | 678.9K | 2.94% | — |
| 11 | V VANGUARD INDEX FDS | $30.9M | 143.1K | 2.43% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $30.4M | 755.8K | 2.39% | — |
| 13 | V VANGUARD INDEX FDS | $29.5M | 127.8K | 2.33% | — |
| 14 | M AMERICAN CENTY ETF TR | $27.4M | 232.4K | 2.16% | — |
| 15 | V VANGUARD INTL EQUITY INDEX F | $26.9M | 170.2K | 2.12% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $22.1M | 201.8K | 1.74% | — |
| 17 | V VANGUARD INDEX FDS | $21.7M | 61.8K | 1.71% | — |
| 18 | E ISHARES TR | $21.6M | 223.2K | 1.70% | — |
| 19 | N DIMENSIONAL ETF TRUST | $21.4M | 635.3K | 1.69% | — |
| 20 | S STATE STR SPDR S&P 500 ETF T | $21.1M | 27.7K | 1.66% | — |
| 21 | V VANGUARD INDEX FDS | $16.6M | 58.3K | 1.30% | — |
| 22 | E ISHARES TR | $14.4M | 277.2K | 1.14% | — |
| 23 | J ISHARES TR | $14.2M | 168.5K | 1.12% | — |
| 24 | E ISHARES TR | $13.8M | 107.8K | 1.09% | — |
| 25 | E ISHARES TR | $13.7M | 132.5K | 1.08% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $13.1M | 278.2K | 1.03% | — |
| 27 | E ISHARES TR | $11.9M | 71.1K | 0.93% | — |
| 28 | M META PLATFORMS INC | $11.2M | 15.5K | 0.88% | — |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $10.5M | 21.0K | 0.82% | — |
| 30 | M MICROSOFT CORP | $10.4M | 20.3K | 0.82% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 186.6K | 0.65% | — |
| 32 | S SCHWAB STRATEGIC TR | $8.2M | 300.2K | 0.65% | — |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $8M | 296.1K | 0.63% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $7.8M | 161.9K | 0.62% | — |
| 35 | V VANGUARD INDEX FDS | $7.6M | 20.4K | 0.60% | — |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $7.3M | 161.7K | 0.57% | — |
| 37 | M 3M CO | $7.2M | 43.8K | 0.57% | — |
| 38 | V VANGUARD INDEX FDS | $6.9M | 9.9K | 0.55% | — |
| 39 | N NVIDIA CORPORATION | $6.9M | 30.2K | 0.54% | — |
| 40 | G ALPHABET INC | $6.8M | 19.8K | 0.53% | — |
| 41 | A BROADCOM INC | $6M | 16.9K | 0.47% | — |
| 42 | E ISHARES TR | $5.7M | 112.7K | 0.45% | — |
| 43 | H HEWLETT PACKARD ENTERPRISE C | $5.6M | 87.7K | 0.44% | — |
| 44 | D DIMENSIONAL ETF TRUST | $5.6M | 150.2K | 0.44% | — |
| 45 | E ISHARES TR | $5.3M | 66.6K | 0.41% | — |
| 46 | E ISHARES TR | $4.9M | 108.8K | 0.39% | — |
| 47 | V VANGUARD BD INDEX FDS | $4.4M | 57.1K | 0.34% | — |
| 48 | C CATERPILLAR INC | $4.2M | 5.2K | 0.33% | — |
| 49 | J JPMORGAN CHASE & CO | $4.2M | 12.7K | 0.33% | — |
| 50 | A AMAZON COM INC | $4.2M | 16.9K | 0.33% | — |