account_balance
Investment manager · 13F filer · SEC CIK 2126627
Sanchez Levi Garrett
Reported value$184Mas of Jun 30, 2026
Positions74 2 new, 2 sold out
Top 10 weight62.4%VOO alone is 16%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
16.4%
VEAVanguard Tax-Managed FDS
11.8%Added +5%
ESGVVanguard World Fd
6.6%
AVUVAmerican Centy ETF Tr
5.1%Added +6%
DUHPDimensional ETF Trust
4.8%Added +4%
VSGXVanguard World Fd
4.1%Added +5%
VXFVanguard Index FDS
4.0%Added +14%
VWOVanguard Intl Equity Index F
3.3%Added +9%
DFAUDimensional ETF Trust
3.3%
VTEBVanguard Mun Bd FDS
3.0%+8%
AAPLApple Inc.
2.7%
SUBiShares Tr
2.2%
VOOVanguard Index FDS
16.4%
VEAVanguard Tax-Managed FDS
11.8%Added +5%
ESGVVanguard World Fd
6.6%
AVUVAmerican Centy ETF Tr
5.1%
DUHPDimensional ETF Trust
4.8%+4%
VSGXVanguard World Fd
4.1%
VXFVanguard Index FDS
4.0%
VWO3.3%
DFAU3.3%
VTEB
AAPL2.7%SUB2.2%
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
VOO Vanguard Index FDS 16.4% Held
VEA Vanguard Tax-Managed FDS 11.8% Added +5%
ESGV Vanguard World Fd 6.6% Held
AVUV American Centy ETF Tr 5.1% Added +6%
DUHP Dimensional ETF Trust 4.8% Added +4%
VSGX Vanguard World Fd 4.1% Added +5%
VXF Vanguard Index FDS 4.0% Added +14%
VWO Vanguard Intl Equity Index F 3.3% Added +9%
DFAU Dimensional ETF Trust 3.3% Held
VTEB Vanguard Mun Bd FDS 3.0% Added +8%
AAPL Apple Inc. 2.7% Added +3%SUB iShares Tr 2.2% Held
What changed
Biggest moves since Mar 31, 2026
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