account_balance
Investment manager · 13F filer · SEC CIK 2080267
Farnam Financial LLC
Reported value$135Mas of Sep 30, 2026
Positions58 9 new, 4 sold out
Top 10 weight55.8%VEA alone is 8%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
8.3%Added +3%
VTIVanguard Index FDS
8.0%Trimmed −2%
SCHXSchwab Strategic Tr
6.6%
SGOViShares Tr
6.5%Trimmed −12%
AAPLApple Inc.
4.8%
BSCRInvesco Exch TRD SLF Idx Fd
4.6%
BSCQInvesco Exch TRD SLF Idx Fd
4.4%
VOOVanguard Index FDS
4.2%
BSCSInvesco Exch TRD SLF Idx Fd
4.2%
BSCTInvesco Exch TRD SLF Idx Fd
4.1%
SCHBSchwab Strategic Tr
3.7%
INTCIntel Corp
3.2%−6%
VEAVanguard Tax-Managed FDS
8.3%Added +3%
VTIVanguard Index FDS
8.0%Trimmed −2%
SCHXSchwab Strategic Tr
6.6%
SGOViShares Tr
6.5%−12%
AAPLApple Inc.
4.8%
BSCRInvesco Exch TRD SLF Idx Fd
4.6%
BSCQInvesco Exch TRD SLF Idx Fd
4.4%
VOOVanguard Index FDS
4.2%
BSCSInvesco Exch TRD SLF Idx Fd
4.2%
BSCT4.1%
SCHB
INTCBoxes 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
VEA Vanguard Tax-Managed FDS 8.3% Added +3%
VTI Vanguard Index FDS 8.0% Trimmed −2%
SCHX Schwab Strategic Tr 6.6% Held
SGOV iShares Tr 6.5% Trimmed −12%
AAPL Apple Inc. 4.8% HeldBSCR Invesco Exch TRD SLF Idx Fd 4.6% Held
BSCQ Invesco Exch TRD SLF Idx Fd 4.4% Held
VOO Vanguard Index FDS 4.2% Held
BSCS Invesco Exch TRD SLF Idx Fd 4.2% Held
BSCT Invesco Exch TRD SLF Idx Fd 4.1% Held
SCHB Schwab Strategic Tr 3.7% Held
INTC Intel Corp 3.2% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBDS $561K
- IBMP $322K
- IBDV $308K
- IEFA $304K
arrow_upwardAdded
- IBDT +69%
- IBDW +26%
- BSCX +20%
- BSJT +19%
arrow_downwardTrimmed
- BSMQ −26%
- BSMR −19%
- RSP −12%
- SGOV −12%
remove_circleSold out
- IBDY $407K
- BSMS $327K
- LRCX $223K
- BSMT $219K
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