Coppell, TXCIK 17063514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
242 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 143.4K | $89.92M | 12.8% | −2.1K | Reduced |
| 2 | Blackrock ETF Trust | 726.8K | $44.20M | 6.3% | −7.7K | Reduced |
| 3 | Ishares Tr | 176.2K | $35.00M | 5.0% | −2.1K | Reduced |
| 4 | Ishares Tr |
| 385.5K |
| $34.49M |
| 4.9% |
| +48 |
| Added |
| 5 | Apple Inc | 124.8K | $33.94M | 4.8% | −595 | Reduced |
| 6 | United Parcel Service Inc | 311.8K | $30.92M | 4.4% | −324 | Reduced |
| 7 | Microsoft Corp | 45.6K | $22.06M | 3.1% | −1.5K | Reduced |
| 8 | J P Morgan Exchange Traded F | 323.2K | $16.32M | 2.3% | −7.0K | Reduced |
| 9 | Ishares Tr | 61.2K | $15.33M | 2.2% | −1.7K | Reduced |
| 10 | Vanguard Bd Index Fds | 296.1K | $14.76M | 2.1% | +296.1K | New |
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