Houston, TXCIK 16967314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.66M | $105.34M | 26.5% | +9.0K | Added |
| 2 | Dimensional ETF Trust | 2.35M | $76.98M | 19.3% | +15.2K | Added |
| 3 | Berkshire Hathaway Inc Del | 107.6K | $54.09M | 13.6% | −3.8K | Reduced |
| 4 | Apple Inc |
| 78.1K |
| $21.24M |
| 5.3% |
| −274 |
| Reduced |
| 5 | Rbb Fund Trust | 213.4K | $12.08M | 3.0% | 0 | Held |
| 6 | Dimensional ETF Trust | 266.3K | $11.57M | 2.9% | −7.4K | Reduced |
| 7 | Blackrock ETF Trust II | 203.2K | $10.72M | 2.7% | +118.7K | Added |
| 8 | Ishares Tr | 185.2K | $8.62M | 2.2% | +2.7K | Added |
| 9 | Dimensional ETF Trust | 181.9K | $7.80M | 2.0% | −4.7K | Reduced |
| 10 | Pepsico Inc | 53.0K | $7.61M | 1.9% | 0 | Held |
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