Austin, TXCIK 16899334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
300 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 94.0K | $64.38M | 7.2% | −428 | Reduced |
| 2 | Wisdomtree Tr | 334.4K | $29.90M | 3.4% | −7.5K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 473.6K | $29.58M | 3.3% | −1.3K | Reduced |
| 4 | Ishares Tr |
| 212.7K |
| $26.21M |
| 2.9% |
| −1.8K |
| Reduced |
| 5 | Capital Group Growth ETF | 539.7K | $24.00M | 2.7% | −5.9K | Reduced |
| 6 | Capital Group Dividend Value | 529.1K | $23.09M | 2.6% | +297.3K | Added |
| 7 | Ishares Tr | 106.4K | $22.56M | 2.5% | −638 | Reduced |
| 8 | Morgan Stanley ETF Trust | 337.0K | $17.34M | 1.9% | +19.7K | Added |
| 9 | J P Morgan Exchange Traded F | 333.4K | $16.87M | 1.9% | +31.4K | Added |
| 10 | Janus Detroit Str Tr | 329.0K | $16.64M | 1.9% | +20.1K | Added |
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