account_balance
Investment manager · 13F filer · SEC CIK 1968890
Flagstone Financial Management
Reported value$455Mas of Sep 30, 2026
Positions75 1 new, 3 sold out
Top 10 weight80.8%DFUS alone is 29%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
28.9%Added +2%
IGIBiShares Tr
9.9%Added +6%
SPDWSPDR Index SHS FDS
7.4%
SPSBSPDR Series Trust
6.5%Added +7%
SPTISPDR Series Trust
5.8%Added +6%
BNDXVanguard Charlotte FDS
5.4%Added +6%
AVUVAmerican Centy ETF Tr
5.1%
DFEMDimensional ETF Trust
4.3%Added +2%
AVUSAmerican Centy ETF Tr
3.8%
AVDVAmerican Centy ETF Tr
3.6%
VNQVanguard Index FDS
2.5%Added +5%
MUNI1.9%
DFUSDimensional ETF Trust
28.9%Added +2%
IGIBiShares Tr
9.9%
SPDWSPDR Index SHS FDS
7.4%
SPSBSPDR Series Trust
6.5%+7%
SPTISPDR Series Trust
5.8%
BNDXVanguard Charlotte FDS
5.4%
AVUVAmerican Centy ETF Tr
5.1%
DFEM4.3%
AVUS
AVDV
VNQ2.5%
MUNI
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
DFUS Dimensional ETF Trust 28.9% Added +2%
IGIB iShares Tr 9.9% Added +6%
SPDW SPDR Index SHS FDS 7.4% Held
SPSB SPDR Series Trust 6.5% Added +7%
SPTI SPDR Series Trust 5.8% Added +6%
BNDX Vanguard Charlotte FDS 5.4% Added +6%
AVUV American Centy ETF Tr 5.1% Held
DFEM Dimensional ETF Trust 4.3% Added +2%
AVUS American Centy ETF Tr 3.8% Held
AVDV American Centy ETF Tr 3.6% Held
VNQ Vanguard Index FDS 2.5% Added +5%
MUNI Pimco ETF Tr 1.9% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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