account_balance
Investment manager · 13F filer · SEC CIK 2054682
Grove Street Fiduciary, LLC
Reported value$221Mas of Sep 30, 2026
Positions77 5 new, 3 sold out
Top 10 weight65.1%VBR alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBRVanguard Index FDS
12.7%Trimmed −10%
VOEVanguard Index FDS
10.4%Trimmed −8%
EMQQExchange Traded Concepts Tru
9.9%Trimmed −3%
BNDXVanguard Charlotte FDS
6.3%Trimmed −5%
SCHPSchwab Strategic Tr
5.8%Trimmed −3%
VSSVanguard Intl Equity Index F
4.6%Trimmed −3%
VTIVanguard Index FDS
4.6%Trimmed −5%
SCHZSchwab Strategic Tr
4.5%Trimmed −2%
VEAVanguard Tax-Managed FDS
3.3%−3%
SCHOSchwab Strategic Tr
3.1%
VIGVanguard Specialized Funds
3.0%−3%
FMQQExchange Traded Concepts Tru
2.7%−44%
VBRVanguard Index FDS
12.7%Trimmed −10%
VOEVanguard Index FDS
10.4%Trimmed −8%
EMQQExchange Traded Concepts Tru
9.9%−3%
BNDXVanguard Charlotte FDS
6.3%−5%
SCHPSchwab Strategic Tr
5.8%−3%
VSSVanguard Intl Equity Index F
4.6%
VTIVanguard Index FDS
4.6%
SCHZSchwab Strategic Tr
4.5%
VEA3.3%
SCHO
VIG3.0%
FMQQ
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
VBR Vanguard Index FDS 12.7% Trimmed −10%
VOE Vanguard Index FDS 10.4% Trimmed −8%
EMQQ Exchange Traded Concepts Tru 9.9% Trimmed −3%
BNDX Vanguard Charlotte FDS 6.3% Trimmed −5%
SCHP Schwab Strategic Tr 5.8% Trimmed −3%
VSS Vanguard Intl Equity Index F 4.6% Trimmed −3%
VTI Vanguard Index FDS 4.6% Trimmed −5%
SCHZ Schwab Strategic Tr 4.5% Trimmed −2%
VEA Vanguard Tax-Managed FDS 3.3% Trimmed −3%
SCHO Schwab Strategic Tr 3.1% Held
VIG Vanguard Specialized Funds 3.0% Trimmed −3%
FMQQ Exchange Traded Concepts Tru 2.7% Trimmed −44%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IEMG $4.52M
- VXUS $489K
- VOT $323K
- VCSH $251K
arrow_upwardAdded
None
arrow_downwardTrimmed
- FMQQ −44%
- VGSH −21%
- DFIP −15%
- BND −15%
remove_circleSold out
- DFSV $1.54M
- CMI $268K
- XSD $218K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.