Read one actual disclosure before using it
Scroll sideways to compare all columns. Select a heading to sort.
| PACCAR INC | PCAR | COM | $265,575,145 | 2,425,122 | SH | None |
No matching rows. Clear the filter to see all records.
First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.
The displayed observation date is 2025-12-31 and its public availability date is 2026-01-15. Subtracting those calendar dates gives 15 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
Disclosed positions
Inspect all 50 displayed rows: Disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| PACCAR INC | PCAR | COM | $265,575,145 | 2,425,122 | SH | None |
| MICROSOFT CORP | MSFT | COM | $152,725,728 | 315,797 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $139,311,252 | 222,141 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $123,205,900 | 1,493,767 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $86,272,450 | 2,724,537 | SH | None |
| AMAZON COM INC | AMZN | COM | $65,837,911 | 285,235 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $62,207,769 | 185,545 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $59,545,230 | 1,889,725 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROFITAB | $50,125,025 | 1,318,039 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $39,564,295 | 633,333 | SH | None |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $34,893,868 | 1,103,189 | SH | None |
| STARBUCKS CORP | SBUX | COM | $34,148,172 | 405,512 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $33,431,799 | 49,026 | SH | None |
| APPLE INC | AAPL | COM | $31,024,878 | 114,121 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $26,673,496 | 143,021 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $25,058,617 | 168,201 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $20,604,723 | 413,417 | SH | None |
| EA SERIES TRUST | ECML | EUCLIDEAN FUNDAM | $16,830,694 | 503,851 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $15,196,824 | 48,552 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $15,175,902 | 31,107 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $14,713,536 | 39,400 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $13,378,515 | 140,693 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $12,904,084 | 41,122 | SH | None |
| CINCINNATI FINL CORP | CINF | COM | $12,324,617 | 75,463 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $9,711,330 | 15,809 | SH | None |
| META PLATFORMS INC | META | CL A | $8,815,182 | 13,355 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | OMFL | RUSL 1000 DYNM | $8,553,020 | 139,915 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $7,790,669 | 37,255 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $7,270,515 | 108,160 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $7,209,093 | 22,901 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $7,078,967 | 32,271 | SH | None |
| J P MORGAN EXCHANGE TRADED F | BBIN | BETABUILDERS I | $6,738,995 | 93,183 | SH | None |
| BROADCOM INC | AVGO | COM | $6,717,455 | 19,409 | SH | None |
| LATTICE STRATEGIES TR | RODM | HARTFORD MLT ETF | $6,602,694 | 178,572 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $6,103,723 | 7,078 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,093,196 | 12,122 | SH | None |
| DENALI THERAPEUTICS INC | DNLI | COM | $6,092,107 | 368,995 | SH | None |
| TESLA INC | TSLA | COM | $6,004,289 | 13,351 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $5,895,752 | 18,297 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,590,485 | 5,202 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $5,283,600 | 7 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $5,106,214 | 24,276 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $5,026,919 | 10,621 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $4,875,648 | 34,459 | SH | None |
| VISA INC | V | COM CL A | $4,596,405 | 13,106 | SH | None |
| NETFLIX INC | NFLX | COM | $4,516,044 | 48,166 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,363,195 | 22,845 | SH | None |
| ISHARES TR | HEWJ | HDG MSCI JAPAN | $4,229,310 | 80,255 | SH | None |
| ABBVIE INC | ABBV | COM | $3,826,294 | 16,746 | SH | None |
| VIR BIOTECHNOLOGY INC | VIR | COM | $3,667,446 | 608,200 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
| Effective SEC accession | Role in this view |
|---|---|
| 0001664214-26-000002 | Latest effective version |
No matching rows. Clear the filter to see all records.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.