Q3 2026 13F filing
Updated 14 days ago275 disclosed positions worth $665M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $89.1M | 127.2K | 13.40% | Added(+0.2%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $72.5M | 95.0K | 10.90% | Trimmed(-2.4%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $71.5M | 1.01M | 10.74% | Trimmed(-1.4%) |
| 4 | V VANGUARD BD INDEX FDS | $52.3M | 744.8K | 7.86% | Trimmed(-8.3%) |
| 5 | V VANGUARD MUN BD FDS | $45.6M | 963.2K | 6.86% | Trimmed(-13.3%) |
| 6 | N DIMENSIONAL ETF TRUST | $41.1M | 1.05M | 6.18% | Added(+6.0%) |
| 7 | E ISHARES TR | $28.4M | 293.3K | 4.27% | Added(+1.1%) |
| 8 | E ISHARES TR | $27.5M | 381.6K | 4.13% | Trimmed(-0.7%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $24.3M | 314.0K | 3.65% | — |
| 10 | V VANGUARD MALVERN FDS | $24M | 488.4K | 3.61% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $18.6M | 462.1K | 2.79% | Trimmed(-2.0%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $18.1M | 234.3K | 2.73% | Added(+4.4%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 377.4K | 2.61% | Added(+75.0%) |
| 14 | V VANGUARD INDEX FDS | $16M | 178.6K | 2.41% | Added(+2.3%) |
| 15 | V VANGUARD INDEX FDS | $14.7M | 63.4K | 2.21% | Trimmed(-0.4%) |
| 16 | V VANGUARD INDEX FDS | $13.2M | 35.4K | 1.99% | Added(+114.5%) |
| 17 | S SPDR SERIES TRUST | $9M | 98.5K | 1.36% | Added(+202.0%) |
| 18 | B VANGUARD SPECIALIZED FUNDS | $7.7M | 33.2K | 1.16% | Trimmed(-3.9%) |
| 19 | Q INVESCO QQQ TR | $6.4M | 8.6K | 0.96% | Trimmed(-6.1%) |
| 20 | A APPLE INC | $5.6M | 16.7K | 0.83% | Added(+0.1%) |
| 21 | S SELECT SECTOR SPDR TR | $4.5M | 22.8K | 0.67% | Trimmed(-11.0%) |
| 22 | S SELECT SECTOR SPDR TR | $4.1M | 24.5K | 0.62% | — |
| 23 | S SELECT SECTOR SPDR TR | $4M | 65.0K | 0.60% | Trimmed(-6.9%) |
| 24 | S SELECT SECTOR SPDR TR | $3.9M | 73.1K | 0.59% | — |
| 25 | V VANGUARD INDEX FDS | $3.7M | 12.8K | 0.55% | Added(+0.4%) |
| 26 | V VANGUARD INDEX FDS | $2.9M | 37.1K | 0.44% | Added(+1.1%) |
| 27 | V VANGUARD WORLD FD | $2.5M | 30.5K | 0.37% | Added(+0.7%) |
| 28 | V VANGUARD INTL EQUITY INDEX F | $2.5M | 41.4K | 0.37% | Added(+0.3%) |
| 29 | V VANGUARD WORLD FD | $2.4M | 17.9K | 0.36% | Trimmed(-2.7%) |
| 30 | V VANGUARD STAR FDS | $2.2M | 25.5K | 0.33% | Trimmed(-2.7%) |
| 31 | V VANGUARD INDEX FDS | $2.1M | 23.2K | 0.32% | Trimmed(-1.6%) |
| 32 | I INVESCO EXCHANGE TRADED FD T | $1.9M | 35.2K | 0.29% | Trimmed(-1.5%) |
| 33 | E ISHARES TR | $1.6M | 5.1K | 0.24% | Added(+59.6%) |
| 34 | V VANGUARD INDEX FDS | $1.6M | 6.9K | 0.24% | Added(+199.5%) |
| 35 | M MICROSOFT CORP | $1.4M | 2.7K | 0.21% | Unchanged |
| 36 | C CASEYS GEN STORES INC | $1.3M | 2.1K | 0.19% | Trimmed(-2.6%) |
| 37 | V VANGUARD WORLD FD | $1M | 3.6K | 0.15% | Trimmed(-1.9%) |
| 38 | E ISHARES TR | $859K | 6.9K | 0.13% | Added(+131.3%) |
| 39 | I ISHARES BITCOIN TRUST ETF | $829K | 17.5K | 0.12% | Trimmed(-6.9%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.11% | Unchanged |
| 41 | E ISHARES TR | $696K | 4.5K | 0.10% | Trimmed(-1.9%) |
| 42 | L ALLIANT ENERGY CORP | $682K | 10.8K | 0.10% | Unchanged |
| 43 | E ISHARES TR | $652K | 4.5K | 0.10% | Trimmed(-0.1%) |
| 44 | V VANGUARD INDEX FDS | $591K | 2.7K | 0.09% | Added(+0.2%) |
| 45 | E ISHARES TR | $572K | 2.3K | 0.09% | Added(+120.1%) |
| 46 | C DIMENSIONAL ETF TRUST | $534K | 12.9K | 0.08% | Added(+182.8%) |
| 47 | S SCHWAB STRATEGIC TR | $483K | 16.5K | 0.07% | Trimmed(-1.1%) |
| 48 | T TESLA INC | $473K | 1.3K | 0.07% | Unchanged |
| 49 | ? N/A INVESCO EXCH TRADED FD TR II | $433K | 7.1K | 0.07% | Added(+193.9%) |
| 50 | T TYLER TECHNOLOGIES INC | $428K | 1.3K | 0.06% | Trimmed(-20.0%) |