Houston, TXCIK 14543084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 563.8K | $189.03M | 17.3% | +4.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 2.93M | $182.75M | 16.8% | +180.6K | Added |
| 3 | Ishares Tr | 1.48M | $176.68M | 16.2% | +434.4K | Added |
| 4 | Ishares Gold Tr |
| 1.04M |
| $84.58M |
| 7.8% |
| −113.0K |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 1.41M | $84.21M | 7.7% | +35.4K | Added |
| 6 | Ea Series Trust | 1.12M | $57.64M | 5.3% | +8.1K | Added |
| 7 | Spdr Gold Tr | 143.7K | $56.93M | 5.2% | −22.5K | Reduced |
| 8 | Invesco Qqq Tr | 72.1K | $44.27M | 4.1% | −7.2K | Reduced |
| 9 | Investment Managers Ser Tr I | 1.09M | $40.28M | 3.7% | +13.2K | Added |
| 10 | Schwab Strategic Tr | 1.32M | $35.83M | 3.3% | +93.3K | Added |
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