account_balance
Investment manager · 13F filer · SEC CIK 107136
&partners
Reported value$24.4Bas of Jun 30, 2026
Positions2,509 205 new, 90 sold out
Top 10 weight21.5%AAPL alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.5%Added +7%
IVViShares Tr
2.9%Added +10%
IJHiShares Tr
2.6%Added +7%
NVDANvidia Corporation
2.5%Added +13%
MSFTMicrosoft Corp
2.3%Added +8%
AGGiShares Tr
1.7%Added +9%
DFAIDimensional ETF Trust
1.7%Added +8%
AVGOBroadcom Inc
1.5%Added +8%
GOOGLAlphabet Inc
1.4%Added +6%
IEFAiShares Tr
1.4%Added +4%
AMZNAmazon Com Inc
1.3%Added +7%
JPMJPMorgan Chase & Co
1.3%
AAPLApple Inc
3.5%Added +7%
IVViShares Tr
2.9%Added +10%
IJHiShares Tr
2.6%Added +7%
NVDANvidia Corporation
2.5%Added +13%
MSFTMicrosoft Corp
2.3%Added +8%
AGG1.7%
DFAI1.7%
AVGO1.5%GOOGL1.4%IEFA1.4%
AMZN1.3%JPM1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.5% Added +7%
IVV iShares Tr 2.9% Added +10%
IJH iShares Tr 2.6% Added +7%
NVDA Nvidia Corporation 2.5% Added +13%MSFT Microsoft Corp 2.3% Added +8%AGG iShares Tr 1.7% Added +9%
DFAI Dimensional ETF Trust 1.7% Added +8%
AVGO Broadcom Inc 1.5% Added +8%GOOGL Alphabet Inc 1.4% Added +6%IEFA iShares Tr 1.4% Added +4%
AMZN Amazon Com Inc 1.3% Added +7%JPM JPMorgan Chase & Co 1.3% HeldWhat changed