Q3 2026 13F filing
Updated 16 days ago213 disclosed positions worth $731.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $93.6M | 122.2K | 12.80% | Trimmed(-1.4%) |
| 2 | B BERKSHIRE HATHAWAY INC DEL | $78.4M | 105 | 10.72% | Trimmed(-6.3%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $33.7M | 373.0K | 4.60% | Added(+2.6%) |
| 4 | ? N/A EA SERIES TRUST | $31.8M | 268.8K | 4.35% | Added(+89.4%) |
| 5 | B BERKSHIRE HATHAWAY INC DEL | $25.5M | 51.2K | 3.49% | Trimmed(-0.9%) |
| 6 | E ISHARES TR | $22.2M | 227.7K | 3.03% | Trimmed(-1.1%) |
| 7 | E ISHARES TR | $22M | 305.3K | 3.00% | Added(+0.8%) |
| 8 | E ISHARES TR | $16.8M | 75.7K | 2.30% | Trimmed(-7.5%) |
| 9 | C DIMENSIONAL ETF TRUST | $16.3M | 392.4K | 2.22% | Trimmed(-2.1%) |
| 10 | E ISHARES TR | $15.8M | 210.2K | 2.17% | Trimmed(-3.6%) |
| 11 | E ISHARES TR | $14.3M | 45.1K | 1.96% | Trimmed(-9.3%) |
| 12 | A ABBVIE INC | $12.7M | 48.4K | 1.73% | Added(+0.2%) |
| 13 | E ISHARES TR | $10.7M | 100.6K | 1.46% | Trimmed(-3.8%) |
| 14 | E ISHARES TR | $10.1M | 60.6K | 1.38% | Trimmed(-0.8%) |
| 15 | ? N/A EA SERIES TRUST | $10M | 171.2K | 1.37% | Added(+3.4%) |
| 16 | ? N/A ISHARES TR | $8.9M | 216.3K | 1.22% | Added(+1.5%) |
| 17 | ? N/A INVESCO EXCH TRADED FD TR II | $8.9M | 205.3K | 1.21% | Unchanged |
| 18 | ? N/A EA SERIES TRUST | $8.8M | 278.8K | 1.20% | Trimmed(-1.9%) |
| 19 | A ISHARES TR | $8.7M | 49.4K | 1.19% | Trimmed(-6.6%) |
| 20 | E ISHARES TR | $8.4M | 74.9K | 1.15% | Added(+2.5%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $8.4M | 11.0K | 1.15% | Added(+0.9%) |
| 22 | E ISHARES TR | $8.2M | 53.3K | 1.12% | Trimmed(-1.7%) |
| 23 | E ISHARES TR | $7.8M | 39.2K | 1.06% | Added(+0.3%) |
| 24 | E ISHARES TR | $7.7M | 37.0K | 1.05% | Trimmed(-1.6%) |
| 25 | ? N/A ISHARES TR | $7.6M | 75.4K | 1.04% | — |
| 26 | B ISHARES TR | $7.3M | 90.1K | 1.00% | Added(+20.5%) |
| 27 | E ISHARES TR | $7M | 76.5K | 0.95% | Added(+0.8%) |
| 28 | E INVESCO EXCHANGE TRADED FD T | $6.7M | 80.1K | 0.92% | Trimmed(-4.6%) |
| 29 | G GENTEX CORP | $6.5M | 299.0K | 0.89% | Trimmed(-16.3%) |
| 30 | ? N/A DFA INVT DIMENSIONS GROUP IN | $6.1M | 78.5K | 0.83% | — |
| 31 | V VANGUARD INDEX FDS | $6M | 27.9K | 0.82% | Trimmed(-0.1%) |
| 32 | E ISHARES INC | $5.4M | 73.3K | 0.74% | Trimmed(-4.8%) |
| 33 | A APPLE INC | $5.2M | 15.6K | 0.71% | Trimmed(-3.3%) |
| 34 | I INVESCO EXCHANGE TRADED FD T | $5M | 24.1K | 0.69% | Added(+4.0%) |
| 35 | A AMAZON COM INC | $4.8M | 19.3K | 0.66% | Added(+13.8%) |
| 36 | I ISHARES GOLD TR | $4.8M | 61.5K | 0.66% | Added(+0.5%) |
| 37 | M MICROSOFT CORP | $4.7M | 9.2K | 0.64% | Added(+6.8%) |
| 38 | B ISHARES TR | $4.7M | 29.5K | 0.64% | Trimmed(-4.5%) |
| 39 | V VANGUARD INTL EQUITY INDEX F | $4.5M | 28.4K | 0.61% | Added(+33.8%) |
| 40 | S SOFI TECHNOLOGIES INC | $4.5M | 285.1K | 0.61% | Trimmed(-0.3%) |
| 41 | V VANGUARD INDEX FDS | $4.4M | 6.3K | 0.61% | Trimmed(-6.7%) |
| 42 | V VANGUARD WORLD FD | $4.3M | 31.8K | 0.59% | Trimmed(-1.5%) |
| 43 | E ISHARES TR | $4.1M | 30.4K | 0.57% | Added(+6.9%) |
| 44 | J JPMORGAN CHASE & CO | $3.7M | 11.2K | 0.51% | Added(+6.0%) |
| 45 | ? N/A AMERICAN CENTY ETF TR | $3.3M | 36.4K | 0.45% | Trimmed(-0.8%) |
| 46 | E ISHARES TR | $3M | 31.0K | 0.41% | Added(+17.5%) |
| 47 | T TAIWAN SEMICONDUCTOR MANUFAC | $2.9M | 6.4K | 0.40% | Trimmed(-6.7%) |
| 48 | B BITWISE BITCOIN ETF TR | $2.8M | 62.7K | 0.39% | Added(+1.3%) |
| 49 | ? N/A EA SERIES TRUST | $2.8M | 38.7K | 0.38% | Added(+109.2%) |
| 50 | E ISHARES INC | $2.5M | 30.8K | 0.34% | Added(+29.9%) |