Houston, TXCIK 11147394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.77M | $263.8K | 26.0% | +890 | Added |
| 2 | Vanguard Star Fds | 1.36M | $103.0K | 10.1% | +122.2K | Added |
| 3 | Ishares Tr | 244.0K | $94.4K | 9.3% | −321 | Reduced |
| 4 | Palantir Technologies Inc |
| 286.7K |
| $51.0K |
| 5.0% |
| −7.1K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 488.2K | $35.9K | 3.5% | −2.1K | Reduced |
| 6 | Vanguard Index Fds | 100.7K | $33.8K | 3.3% | +3.5K | Added |
| 7 | Ishares Inc | 456.2K | $33.2K | 3.3% | 0 | Held |
| 8 | Ishares Tr | 207.7K | $29.4K | 2.9% | 0 | Held |
| 9 | Apple Inc | 92.1K | $25.1K | 2.5% | −1.3K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 32.2K | $22.0K | 2.2% | −249 | Reduced |
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