Austin, TXCIK 14509354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.09M | $80.53M | 11.3% | +1.07M | Added |
| 2 | Invesco Qqq Tr | 91.7K | $56.33M | 7.9% | −1.2K | Reduced |
| 3 | Vanguard Whitehall Fds | 301.3K | $27.55M | 3.9% | +7.2K | Added |
| 4 | Schwab Strategic Tr |
| 808.2K |
| $21.75M |
| 3.1% |
| −4.4K |
| Reduced |
| 5 | Schwab Strategic Tr | 660.7K | $21.55M | 3.0% | −9.5K | Reduced |
| 6 | Vanguard Index Fds | 205.0K | $18.14M | 2.6% | +575 | Added |
| 7 | ETF Ser Solutions | 139.9K | $15.34M | 2.2% | +53.8K | Added |
| 8 | Apple Inc | 54.3K | $14.77M | 2.1% | +139 | Added |
| 9 | Spdr Series Trust | 160.3K | $14.65M | 2.1% | −114.3K | Reduced |
| 10 | Alphabet Inc | 45.2K | $14.15M | 2.0% | −2.8K | Reduced |
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