Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
234 positions · as of June 30, 2026 · Dimensional U.s. Small Cap ETF · Dimensional U.s. Targeted Value ETF · Dimensional Us Large Capvalue ETF
15 positions · as of June 30, 2026 · Xpel Inc · Brightspring Health Svcs Inc · Ncr Atleos Corporation
110 positions · as of June 30, 2020 · Apple Inc · Microsoft Corp · Verizon Communications Inc
948 positions · as of June 30, 2026 · Vanguard Dividend Appreciation Index Fund ETF Shares · Schwab Us Treasury Money Investor · Vanguard Ultra-short Treasury ETF
144 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Exch Traded Fd Tr Ii
64 positions · as of March 31, 2024 · Williams Cos Inc Com · Oneok, Inc · Enbridge Inc
210 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Select Sector SPDR Tr
69 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · SPDR Series Trust · Forbright Inc
17 positions · as of June 30, 2026 · Frequency Electrs Inc · Ishares Tr · Magnite Inc
45 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · U S Gold Corp
189 positions · as of December 31, 2021 · Ishares Core Us Aggregate Bond ETF · Apple Computer Inc · Microsoft Corp
78 positions · as of September 30, 2021 · Ishares Tr · Vanguard Index Fds · Vanguard Specialized Funds
128 positions · as of March 31, 2026 · Apple Inc · Alphabet Inc · SPDR Gold Tr
37 positions · as of June 30, 2026 · Alphabet Inc · Microsoft Corp · Amazon Com Inc
2 positions · as of September 30, 2026 · Ishares Core S&P 500 Index ETF · Invesco S&P 500 Low Volatility ETF
74 positions · as of June 30, 2026 · Huntington Bancshares Inc · Wells Fargo & Co · Pinnacle Finl Partners Inc
102 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Scottsdale Fds
758 positions · as of June 30, 2026 · Apple Inc Com · Nvidia Corporation Com · Microsoft Corp Com
46 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard World Fd · Ishares Tr
235 positions · as of September 30, 2023 · Eli Lilly & Co · Ishares Tr · Dimensional ETF Trust
2 positions · as of June 30, 2026 · Fluence Energy Inc · Xometry Inc
72 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Microsoft Corp
144 positions · as of December 31, 2025 · Ishares Tr · Blackrock ETF Trust · Ishares Inc
159 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · Nvidia Corporation
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