Tulsa, OKCIK 16259864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 278.7K | $71.90M | 12.2% | −532 | Reduced |
| 2 | Apple Inc | 77.9K | $21.17M | 3.6% | −1.3K | Reduced |
| 3 | Alphabet Inc | 65.8K | $20.65M | 3.5% | −2.9K | Reduced |
| 4 | Microsoft Corp |
| 37.9K |
| $18.35M |
| 3.1% |
| +628 |
| Added |
| 5 | Vanguard Index Fds | 52.6K | $17.65M | 3.0% | +2.0K | Added |
| 6 | Vanguard World Fd | 20.7K | $15.62M | 2.7% | −675 | Reduced |
| 7 | Ishares Tr | 136.9K | $13.74M | 2.3% | −31.0K | Reduced |
| 8 | Vanguard Index Fds | 42.8K | $12.41M | 2.1% | +4.1K | Added |
| 9 | Vanguard Index Fds | 38.5K | $12.13M | 2.1% | +875 | Added |
| 10 | Vanguard Bd Index Fds | 157.3K | $11.65M | 2.0% | +2.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio