account_balance
Investment manager · 13F filer · SEC CIK 2149882
Highland Investment Advisors LLC
Reported value$243Mas of Sep 30, 2026
Positions724 56 new, 66 sold out
Top 10 weight65.5%DFAI alone is 11%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional International Core Equity Market ETF
11.4%Added +5%
VTVanguard Total World Stock ETF
9.3%Added +5%
VTVVanguard Morningstar Value ETF
9.1%Added +4%
SHViShares Trust iShares 0-1 Year Treasury Bond ETF
6.9%Trimmed −7%
USFRWisdomtree Floating Rate Treasury Fund
6.5%Added +53%
IWFiShares Russell 1000 Growth ETF
5.3%Added +5%
DFAEDimensional Emerging Core Equity Market ETF
5.2%Added +6%
VCSHVanguard Short-Term Corporate Bond ETF
4.3%Added +33%
DFATU.S. Targeted Value Portfolio: ETF Class Shares
4.3%Added +16%
IWOiShares Russell 2000 Growth ETF
3.4%+13%
VOEVanguard Morningstar Mid-Cap Value ETF
2.8%−14%
BBHYJPMorgan Betabuilders Usd High Yield Corporate Bond ETF
2.8%+26%
DFAIDimensional International Core Equity Market ETF
11.4%Added +5%
VTVanguard Total World Stock ETF
9.3%Added +5%
VTVVanguard Morningstar Value ETF
9.1%Added +4%
SHViShares Trust iShares 0-1 Year Treasury Bond ETF
6.9%Trimmed −7%
USFRWisdomtree Floating Rate Treasury Fund
6.5%+53%
IWFiShares Russell 1000 Growth ETF
5.3%
DFAEDimensional Emerging Core Equity Market ETF
5.2%
VCSHVanguard Short-Term Corporate Bond ETF
4.3%
DFATU.S. Targeted Value Portfolio: ETF Class Shares
4.3%
IWO3.4%
VOE
BBHY
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
DFAI Dimensional International Core Equity Market ETF 11.4% Added +5%
VT Vanguard Total World Stock ETF 9.3% Added +5%
VTV Vanguard Morningstar Value ETF 9.1% Added +4%
SHV iShares Trust iShares 0-1 Year Treasury Bond ETF 6.9% Trimmed −7%
USFR Wisdomtree Floating Rate Treasury Fund 6.5% Added +53%
IWF iShares Russell 1000 Growth ETF 5.3% Added +5%
DFAE Dimensional Emerging Core Equity Market ETF 5.2% Added +6%
VCSH Vanguard Short-Term Corporate Bond ETF 4.3% Added +33%
DFAT U.S. Targeted Value Portfolio: ETF Class Shares 4.3% Added +16%
IWO iShares Russell 2000 Growth ETF 3.4% Added +13%
VOE Vanguard Morningstar Mid-Cap Value ETF 2.8% Trimmed −14%
BBHY JPMorgan Betabuilders Usd High Yield Corporate Bond ETF 2.8% Added +26%
What changed
Biggest moves since Jun 30, 2026
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