account_balance
Investment manager · 13F filer · SEC CIK 2090165
Invested Advisors
Reported value$117Mas of Sep 30, 2026
Positions162 17 new, 7 sold out
Top 10 weight30.8%SUB alone is 4%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SUBiShares Tr
4.0%
AGGiShares Tr
4.0%Trimmed −7%
AAPLApple Inc.
3.5%
IVViShares Tr
3.4%Trimmed −3%
IGIBiShares Tr
3.2%Added +3%
ACWXiShares Tr
3.2%Trimmed −4%
BCIAbrdn Etfs
2.7%
IWDiShares Tr
2.4%Trimmed −11%
MSFTMicrosoft Corp
2.3%
IWFiShares Tr
2.2%Trimmed −18%
MUBiShares Tr
2.0%Added +24%
GOOGLAlphabet Inc.
1.6%Trimmed −3%
SUBiShares Tr
4.0%
AGGiShares Tr
4.0%−7%
AAPLApple Inc.
3.5%
IVViShares Tr
3.4%Trimmed −3%
IGIBiShares Tr
3.2%Added +3%
ACWXiShares Tr
3.2%Trimmed −4%
BCIAbrdn Etfs
2.7%
IWDiShares Tr
2.4%
MSFTMicrosoft Corp
2.3%
IWFiShares Tr
2.2%
MUBiShares Tr
2.0%
GOOGLAlphabet Inc.
1.6%
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
SUB iShares Tr 4.0% Held
AGG iShares Tr 4.0% Trimmed −7%
AAPL Apple Inc. 3.5% HeldIVV iShares Tr 3.4% Trimmed −3%
IGIB iShares Tr 3.2% Added +3%
ACWX iShares Tr 3.2% Trimmed −4%
BCI Abrdn Etfs 2.7% Held
IWD iShares Tr 2.4% Trimmed −11%
MSFT Microsoft Corp 2.3% HeldIWF iShares Tr 2.2% Trimmed −18%
MUB iShares Tr 2.0% Added +24%
GOOGL Alphabet Inc. 1.6% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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