account_balance
Investment manager · 13F filer · SEC CIK 1890149
Bell Investment Advisors, Inc
Reported value$684Mas of Sep 30, 2026
Positions1,934 183 new, 69 sold out
Top 10 weight57.9%FNDX alone is 10%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FNDXSchwab Strategic Tr
10.3%
GBILGoldman Sachs ETF Tr
9.7%Added +3%
TDTTFlexshares Tr
7.2%Added +4%
VMBSVanguard Scottsdale FDS
7.2%Added +3%
TLTiShares Tr
5.7%Added +7%
FNDFSchwab Strategic Tr
5.1%
SCHXSchwab Strategic Tr
3.9%
MTUMiShares Tr
3.6%
VTVVanguard Index FDS
2.9%
QUALiShares Tr
2.4%
FNDASchwab Strategic Tr
2.3%
SCHFSchwab Strategic Tr
2.2%−4%
FNDXSchwab Strategic Tr
10.3%
GBILGoldman Sachs ETF Tr
9.7%Added +3%
TDTTFlexshares Tr
7.2%+4%
VMBSVanguard Scottsdale FDS
7.2%+3%
TLTiShares Tr
5.7%+7%
FNDFSchwab Strategic Tr
5.1%
SCHXSchwab Strategic Tr
3.9%
MTUMiShares Tr
3.6%
VTV2.9%
QUAL
FNDA
SCHF
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
FNDX Schwab Strategic Tr 10.3% Held
GBIL Goldman Sachs ETF Tr 9.7% Added +3%
TDTT Flexshares Tr 7.2% Added +4%
VMBS Vanguard Scottsdale FDS 7.2% Added +3%
TLT iShares Tr 5.7% Added +7%
FNDF Schwab Strategic Tr 5.1% Held
SCHX Schwab Strategic Tr 3.9% Held
MTUM iShares Tr 3.6% Held
VTV Vanguard Index FDS 2.9% Held
QUAL iShares Tr 2.4% Held
FNDA Schwab Strategic Tr 2.3% Held
SCHF Schwab Strategic Tr 2.2% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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