13F filer

Successful Portfolios

As of Sep 30, 2026 Filed Oct 9, 2026 CIK 1721780 SEC filings ↗

13F Value

$216.8M

Positions

198

Top Position

IVV5.1%

Top 5

20.7%

Latest filing changes

vs Jun 30, 2026

1 VBIL Vanguard 0-3 Month Treasury Bill ETF — ETF Shares +35.3%+$434K

2 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +4.2%+$388K

3 SCHO Schwab Short-Term U.S. Treasury ETF +4.8%+$264K

4 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +2.0%+$154K

5 BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares +4.3%+$80K

Holdings198

#
1	IVV iShares Core S&P 500 ETF	5.1%	$11.1M	-0.0%	14.3K	5.1%	ETF
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	4.4%	$9.6M	+0.1%	12.4K	4.4%	ETF
3	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	4.4%	$9.6M	+4.2%	125.5K	4.4%	ETF
4	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	3.6%	$7.9M	+2.0%	20.8K	3.5%	ETF
5	NVDA NVIDIA	3.1%	$6.6M	-2.4%	27.9K	2.7%	Common Stock
6	AAPL Apple	3.0%	$6.6M	+0.2%	19.8K	2.9%	Common Stock
7	XLK State Street(R) Technology Select Sector SPDR(R) ETF	3.0%	$6.4M	-2.3%	32.0K	2.8%	ETF
8	SCHB Schwab U.S. Broad Market ETF	2.9%	$6.2M	+0.6%	209.4K	2.8%	ETF
9	MSFT Microsoft	2.8%	$6.1M	-0.0%	11.6K	2.1%	Common Stock
10	SCHO Schwab Short-Term U.S. Treasury ETF	2.7%	$5.8M	+4.8%	241.3K	2.6%	ETF
11	WMT Walmart	2.5%	$5.4M	—	51.0K	2.7%	Common Stock
12	MU Micron Technology	2.4%	$5.2M	—	4.9K	2.3%	Common Stock
13	AMD Advanced Micro Devices	2.4%	$5.2M	-0.3%	8.2K	2.1%	Common Stock
14	AMZN Amazon	1.5%	$3.4M	-0.4%	13.3K	1.5%	Common Stock
15	AMAT Applied Materials	1.5%	$3.3M	-0.1%	6.1K	1.7%	Common Stock
16	SGOV iShares 0-3 Month Treasury Bond ETF	1.4%	$2.9M	-21.0%	29.4K	1.7%	ETF
17	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	1.3%	$2.9M	-1.7%	50.8K	1.4%	ETF
18	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 8,380 reported quantity $2,897,241 reported value	1.3%	$2.9M	+0.3%	8.4K	1.4%	Common Stock
19	GOOG Alphabet Class C	1.3%	$2.8M	-0.2%	8.3K	1.4%	Common Stock
20	SCHX Schwab U.S. Large-Cap ETF	1.3%	$2.7M	+0.5%	89.7K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing7

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.