account_balance
Investment manager · 13F filer · SEC CIK 1748271
Facet Wealth, Inc.
Reported value$7.95Bas of Sep 30, 2026
Positions465 88 new, 34 sold out
Top 10 weight72.1%VEA alone is 16%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
16.2%Added +17%
VTIVanguard Index FDS
13.3%Added +16%
QUALiShares Tr
10.6%Added +14%
BNDVanguard Bd Index FDS
9.1%Added +26%
IUSGiShares Tr
5.9%Added +172%
VTVVanguard Index FDS
5.3%Added +13%
VWOVanguard Intl Equity Index F
3.8%Added +20%
MUBiShares Tr
2.9%Added +20%
VCITVanguard Scottsdale FDS
2.8%
SPMDSPDR Series Trust
2.4%
IEIiShares Tr
2.1%
EMXCiShares Inc
2.0%
VEAVanguard Tax-Managed FDS
16.2%Added +17%
VTIVanguard Index FDS
13.3%Added +16%
QUALiShares Tr
10.6%Added +14%
BNDVanguard Bd Index FDS
9.1%Added +26%
IUSGiShares Tr
5.9%
VTVVanguard Index FDS
5.3%
VWO3.8%
MUB2.9%
VCIT
SPMD
IEI
EMXC
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
VEA Vanguard Tax-Managed FDS 16.2% Added +17%
VTI Vanguard Index FDS 13.3% Added +16%
QUAL iShares Tr 10.6% Added +14%
BND Vanguard Bd Index FDS 9.1% Added +26%
IUSG iShares Tr 5.9% Added +172%
VTV Vanguard Index FDS 5.3% Added +13%
VWO Vanguard Intl Equity Index F 3.8% Added +20%
MUB iShares Tr 2.9% Added +20%
VCIT Vanguard Scottsdale FDS 2.8% Added +25%
SPMD SPDR Series Trust 2.4% Added +16%
IEI iShares Tr 2.1% Added +24%
EMXC iShares Inc 2.0% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
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