Houston, TXCIK 11664024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
196 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 20.7K | $15.61M | 4.4% | −1.7K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 210.4K | $13.14M | 3.7% | −6.9K | Reduced |
| 3 | Goldman Sachs ETF Tr | 237.9K | $10.22M | 2.9% | −3.4K | Reduced |
| 4 | Invesco Exch Trd Slf Idx Fd |
| 403.7K |
| $7.90M |
| 2.2% |
| +17.0K |
| Added |
| 5 | Ishares Tr | 17.7K | $6.62M | 1.9% | +46 | Added |
| 6 | Ishares Tr | 127.8K | $6.50M | 1.8% | +6.7K | Added |
| 7 | Invesco Exchange Traded Fd T | 33.7K | $6.46M | 1.8% | −1.3K | Reduced |
| 8 | Invesco Exch Trd Slf Idx Fd | 315.6K | $6.23M | 1.8% | +19.5K | Added |
| 9 | Alphabet Inc | 19.2K | $6.02M | 1.7% | −1.5K | Reduced |
| 10 | Amgen Inc | 18.1K | $5.91M | 1.7% | −659 | Reduced |
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