account_balance

Investment manager · 13F filer · SEC CIK 1843536

Fort Henry Capital, LLC

Reported value$179Mas of Sep 30, 2026

Positions18 1 new, 0 sold out

Top 10 weight94.4%IVV alone is 26%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

25.7%

AGGiShares Tr

17.3%Added +4%

IJRiShares Tr

12.5%Trimmed −4%

BSVVanguard Bd Index FDS

11.0%Added +4%

VNQVanguard Index FDS

8.4%

DFAIDimensional ETF Trust

6.7%

VTIVanguard Index FDS

4.2%Added +5%

DFAEDimensional ETF Trust

3.7%

AOAiShares Tr

2.8%

AOR2.1%

VXUS2.1%

BND

IVViShares Tr

25.7%

AGGiShares Tr

17.3%+4%

IJRiShares Tr

12.5%Trimmed −4%

BSVVanguard Bd Index FDS

11.0%Added +4%

VNQVanguard Index FDS

8.4%

DFAIDimensional ETF Trust

6.7%

VTI4.2%

DFAE3.7%

AOA

AOR

VXUS

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

IVV iShares Tr 25.7% Held

AGG iShares Tr 17.3% Added +4%

IJR iShares Tr 12.5% Trimmed −4%

BSV Vanguard Bd Index FDS 11.0% Added +4%

VNQ Vanguard Index FDS 8.4% Held

DFAI Dimensional ETF Trust 6.7% Held

VTI Vanguard Index FDS 4.2% Added +5%

DFAE Dimensional ETF Trust 3.7% Held

AOA iShares Tr 2.8% Added +2%

AOR iShares Tr 2.1% Trimmed −8%

VXUS Vanguard Star FDS 2.1% Added +5%

BND Vanguard Bd Index FDS 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 15, 2026 filing

add_circleNew

VCRB $557K

arrow_upwardAdded

BNDX +12%
VTI +5%
VXUS +5%
AGG +4%

arrow_downwardTrimmed

AOR −8%
IJR −4%

remove_circleSold out

None

Fort Henry Capital, LLC

Where the money is

Biggest moves since Jun 30, 2026

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