Q3 2026 13F filing
Updated 5 days ago380 disclosed positions worth $929.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $49.9M | 133.4K | 5.37% | — |
| 2 | V VANGUARD INDEX FDS | $34.6M | 49.4K | 3.72% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $33.3M | 749.3K | 3.58% | — |
| 4 | V VANGUARD TAX-MANAGED FDS | $31.9M | 452.1K | 3.44% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $23.9M | 636.1K | 2.57% | — |
| 6 | H DIMENSIONAL ETF TRUST | $21.2M | 527.7K | 2.28% | — |
| 7 | V VANGUARD SCOTTSDALE FDS | $18.9M | 241.6K | 2.04% | — |
| 8 | V VANGUARD INDEX FDS | $17.1M | 189.4K | 1.84% | — |
| 9 | V VANGUARD CHARLOTTE FDS | $16.4M | 350.3K | 1.77% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $14.2M | 271.7K | 1.53% | — |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14.2M | 378.7K | 1.53% | — |
| 12 | I INVESCO EXCHANGE TRADED FD T | $13.3M | 119.1K | 1.43% | — |
| 13 | V VANGUARD INDEX FDS | $12.8M | 59.1K | 1.37% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $12.6M | 98.5K | 1.36% | — |
| 15 | E ISHARES TR | $12.5M | 16.3K | 1.34% | — |
| 16 | V VANGUARD STAR FDS | $12.5M | 146.6K | 1.34% | — |
| 17 | P PIMCO ETF TR | $12.4M | 250.4K | 1.34% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $12.3M | 455.9K | 1.33% | — |
| 19 | ? N/A AMERICAN CENTY ETF TR | $12.3M | 112.3K | 1.32% | — |
| 20 | S SPDR SERIES TRUST | $11.7M | 130.6K | 1.26% | — |
| 21 | S STATE STR SPDR S&P 500 ETF T | $11.4M | 15.0K | 1.23% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $11.3M | 136.5K | 1.22% | — |
| 23 | S SPDR SERIES TRUST | $10.9M | 173.5K | 1.18% | — |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $10.6M | 266.3K | 1.14% | — |
| 25 | ? N/A AMERICAN CENTY ETF TR | $10M | 106.9K | 1.08% | — |
| 26 | V VANGUARD INTL EQUITY INDEX F | $9.8M | 166.0K | 1.06% | — |
| 27 | V VANGUARD MALVERN FDS | $9.8M | 199.6K | 1.06% | — |
| 28 | E ISHARES TR | $9.1M | 90.3K | 0.98% | — |
| 29 | ? N/A DFA INVT DIMENSIONS GROUP IN | $9.1M | 109.7K | 0.98% | — |
| 30 | S SPDR SERIES TRUST | $8M | 292.2K | 0.86% | — |
| 31 | A APPLE INC | $7.9M | 23.7K | 0.85% | — |
| 32 | ? N/A VANGUARD MALVERN FDS | $7.8M | 105.7K | 0.84% | — |
| 33 | N NVIDIA CORPORATION | $7.7M | 33.6K | 0.82% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $6.5M | 140.3K | 0.70% | — |
| 35 | E ISHARES TR | $6.3M | 82.9K | 0.67% | — |
| 36 | A SPDR SERIES TRUST | $6.2M | 117.6K | 0.67% | — |
| 37 | E BLACKROCK ETF TRUST | $6.2M | 89.3K | 0.67% | — |
| 38 | V VANGUARD SCOTTSDALE FDS | $6.2M | 107.4K | 0.67% | — |
| 39 | V VANGUARD INTL EQUITY INDEX F | $6.1M | 38.6K | 0.66% | — |
| 40 | V VANGUARD SCOTTSDALE FDS | $6M | 78.2K | 0.65% | — |
| 41 | E ISHARES TR | $5.7M | 39.9K | 0.61% | — |
| 42 | S SCHWAB STRATEGIC TR | $5.4M | 242.6K | 0.58% | — |
| 43 | E ISHARES TR | $5M | 114.2K | 0.54% | — |
| 44 | C DIMENSIONAL ETF TRUST | $4.9M | 117.9K | 0.53% | — |
| 45 | ? N/A DFA INVT DIMENSIONS GROUP IN | $4.8M | 115.4K | 0.52% | — |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 107.8K | 0.50% | — |
| 47 | S SPDR SERIES TRUST | $4.6M | 37.4K | 0.50% | — |
| 48 | ? N/A HORIZON FDS | $4.6M | 230.2K | 0.49% | — |
| 49 | C CROWDSTRIKE HLDGS INC | $4.5M | 16.9K | 0.48% | — |
| 50 | M MICROSOFT CORP | $4.5M | 8.7K | 0.48% | — |