account_balance
Investment manager · 13F filer · SEC CIK 2128691
Capital Squared Financial LLC
Reported value$157Mas of Sep 30, 2026
Positions90 4 new, 1 sold out
Top 10 weight43.7%SCHG alone is 7%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
7.4%
SCHXSchwab Strategic Tr
7.3%
SCHVSchwab Strategic Tr
7.2%Added +4%
QQQInvesco QQQ Tr
6.3%Added +2%
AAPLApple Inc.
3.1%
VUGVanguard Index FDS
2.8%
VVVanguard Index FDS
2.7%
IJHiShares Tr
2.4%
VGKVanguard Intl Equity Index F
2.3%+5%
NVDANVIDIA Corp
2.2%
SCHDSchwab Strategic Tr
2.1%+13%
HDViShares Tr
2.1%+10%
SCHGSchwab Strategic Tr
7.4%
SCHXSchwab Strategic Tr
7.3%
SCHVSchwab Strategic Tr
7.2%Added +4%
QQQInvesco QQQ Tr
6.3%Added +2%
AAPLApple Inc.
3.1%
VUGVanguard Index FDS
2.8%
VV2.7%
IJH2.4%
VGK2.3%
NVDA2.2%SCHD2.1%
HDV2.1%
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
SCHG Schwab Strategic Tr 7.4% Held
SCHX Schwab Strategic Tr 7.3% Held
SCHV Schwab Strategic Tr 7.2% Added +4%
QQQ Invesco QQQ Tr 6.3% Added +2%
AAPL Apple Inc. 3.1% HeldVUG Vanguard Index FDS 2.8% Held
VV Vanguard Index FDS 2.7% Held
IJH iShares Tr 2.4% Held
VGK Vanguard Intl Equity Index F 2.3% Added +5%
NVDA NVIDIA Corp 2.2% HeldSCHD Schwab Strategic Tr 2.1% Added +13%
HDV iShares Tr 2.1% Added +10%
What changed
Biggest moves since Jun 30, 2026
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