account_balance
Investment manager · 13F filer · SEC CIK 1945037
Coston, McIsaac & Partners
Reported value$491Mas of Sep 30, 2026
Positions842 60 new, 166 sold out
Top 10 weight38.5%VIG alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Dividend Appreciation Index Fund ETF Shares
5.8%Added +10%
VGUSVanguard Ultra-Short Treasury ETF
5.3%Added +20%
VEUVanguard Ftse All-World Ex-US Index Fund ETF Shares
4.4%Added +3%
Dfa Global Equity I
VTIVanguard Morningstar Total Stock Market ETF
3.8%
AAPLApple Inc.
3.2%Trimmed −8%
BRK-BBerkshire Hathaway Inc
3.1%Trimmed −2%
DFUSDimensional U.S. Equity Market ETF
2.9%Added +7%
DFCFDimensional Core Fixed Income ETF
2.3%Added +7%
WSMWilliams Sonoma Inc
2.3%
JNJJohnson & Johnson
2.1%
VIGVanguard Dividend Appreciation Index Fund ETF Shares
5.8%Added +10%
VGUSVanguard Ultra-Short Treasury ETF
5.3%Added +20%
VEUVanguard Ftse All-World Ex-US Index Fund ETF Shares
4.4%+3%
VTIVanguard Morningstar Total Stock Market ETF
3.8%
AAPLApple Inc.
3.2%
BRK-BBerkshire Hathaway Inc
3.1%
DFUSDimensional U.S. Equity Market ETF
2.9%
DFCF2.3%
WSM2.3%JNJ2.1%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
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 5.8% Added +10%
VGUS Vanguard Ultra-Short Treasury ETF 5.3% Added +20%
VEU Vanguard Ftse All-World Ex-US Index Fund ETF Shares 4.4% Added +3%
Dfa Global Equity I 3.9% Trimmed −2%
Schwab US Treasury Money Investor 3.8% Trimmed −21%
VTI Vanguard Morningstar Total Stock Market ETF 3.8% Held
AAPL Apple Inc. 3.2% Trimmed −8%BRK-B Berkshire Hathaway Inc 3.1% Trimmed −2%DFUS Dimensional U.S. Equity Market ETF 2.9% Added +7%
DFCF Dimensional Core Fixed Income ETF 2.3% Added +7%
WSM Williams Sonoma Inc 2.3% HeldJNJ Johnson & Johnson 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- VTG $79.8K
- FEMV $28.6K
- PPLT $24.2K
- GRID $19.7K
arrow_upwardAdded
- MSFT +48%
- VGUS +20%
- DFSD +14%
- TDV +12%
arrow_downwardTrimmed
- Schwab US Treasury Money Investor −21%
- Schwab S&P 500 Index −17%
- Schwab Markettrack All Equity −16%
- CLX −10%
remove_circleSold out
- CGNX $306K
- Schwab Target 2055 Index $172K
- Schwab Target 2035 $117K
- Dfa Short Term Municipal Bond I $74K
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