account_balance
Investment manager · 13F filer · SEC CIK 2065810
Safe Harbor Family Capital, LLC
Reported value$154Mas of Sep 30, 2026
Positions56 3 new, 4 sold out
Top 10 weight84.4%VTI alone is 23%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
23.3%
VCRBVanguard Malvern FDS
14.0%Added +22%
SUBiShares Tr
9.7%Trimmed −39%
VBILVanguard Instl Index Fd
7.8%Added +55%
VYMVanguard Whitehall FDS
6.2%
ENFRAlps ETF Tr
6.0%
VONGVanguard Scottsdale FDS
5.9%Trimmed −5%
DFAIDimensional ETF Trust
4.8%New
FNDXSchwab Strategic Tr
3.8%Added +29%
VYMIVanguard Whitehall FDS
2.9%
VGTVanguard World Fd
1.7%
VOOG
VTIVanguard Index FDS
23.3%
VCRBVanguard Malvern FDS
14.0%+22%
SUBiShares Tr
9.7%−39%
VBILVanguard Instl Index Fd
7.8%+55%
VYMVanguard Whitehall FDS
6.2%
ENFRAlps ETF Tr
6.0%
VONGVanguard Scottsdale FDS
5.9%−5%
DFAI4.8%
FNDX3.8%
VYMI
VGT
VOOG
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
VTI Vanguard Index FDS 23.3% Held
VCRB Vanguard Malvern FDS 14.0% Added +22%
SUB iShares Tr 9.7% Trimmed −39%
VBIL Vanguard Instl Index Fd 7.8% Added +55%
VYM Vanguard Whitehall FDS 6.2% Held
ENFR Alps ETF Tr 6.0% Held
VONG Vanguard Scottsdale FDS 5.9% Trimmed −5%
DFAI Dimensional ETF Trust 4.8% New
FNDX Schwab Strategic Tr 3.8% Added +29%
VYMI Vanguard Whitehall FDS 2.9% Held
VGT Vanguard World Fd 1.7% Held
VOOG Vanguard Admiral FDS Inc 1.1% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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