account_balance
Investment manager · 13F filer · SEC CIK 1157519
Okabena Investment Services Inc
Reported value$577Mas of Sep 30, 2026
Positions138 9 new, 16 sold out
Top 10 weight48.1%VEA alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Ftse Developed Markets ETF
8.8%Added +13%
VOOVanguard S&P 500 ETF
7.1%Trimmed −3%
IVViShares Core S&P 500 ETF
6.6%
TGTTarget Corp
5.5%
EEMiShares MSCI Emerging Markets ETF
3.8%
VWOVanguard Ftse Emerging Markets ETF
3.5%Added +12%
VXUSVanguard Total International Stock ETF
3.4%Trimmed −5%
MGKVanguard Morningstar Mega Cap Growth ETF
3.2%
SPYSPDR S&P 500 ETF Trust
3.2%
DFAIDimensional International Core Equity Market ETF
2.9%
AAPLApple Inc.
2.7%Trimmed −5%
MSFTMicrosoft Corp
2.5%Trimmed −6%
VEAVanguard Ftse Developed Markets ETF
8.8%Added +13%
VOOVanguard S&P 500 ETF
7.1%Trimmed −3%
IVViShares Core S&P 500 ETF
6.6%
TGTTarget Corp
5.5%
EEMiShares MSCI Emerging Markets ETF
3.8%
VWOVanguard Ftse Emerging Markets ETF
3.5%
VXUSVanguard Total International Stock ETF
3.4%
MGKVanguard Morningstar Mega Cap Growth ETF
3.2%
DFAI
AAPL2.7%MSFTBoxes 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
VEA Vanguard Ftse Developed Markets ETF 8.8% Added +13%
VOO Vanguard S&P 500 ETF 7.1% Trimmed −3%
IVV iShares Core S&P 500 ETF 6.6% Held
TGT Target Corp 5.5% HeldEEM iShares MSCI Emerging Markets ETF 3.8% Held
VWO Vanguard Ftse Emerging Markets ETF 3.5% Added +12%
VXUS Vanguard Total International Stock ETF 3.4% Trimmed −5%
MGK Vanguard Morningstar Mega Cap Growth ETF 3.2% Held
SPY SPDR S&P 500 ETF Trust 3.2% HeldDFAI Dimensional International Core Equity Market ETF 2.9% Held
AAPL Apple Inc. 2.7% Trimmed −5%MSFT Microsoft Corp 2.5% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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