Austin, TXCIK 17680954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
185 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 117.9K | $80.73M | 11.2% | +4.0K | Added |
| 2 | Ishares Gold Tr | 570.7K | $46.33M | 6.4% | −10.1K | Reduced |
| 3 | Exxon Mobil Corp | 313.9K | $37.77M | 5.2% | +1.6K | Added |
| 4 | Microsoft Corp |
| 55.1K |
| $26.62M |
| 3.7% |
| −2.5K |
| Reduced |
| 5 | Apple Inc | 95.0K | $25.84M | 3.6% | −4.3K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 31.1K | $21.19M | 2.9% | −1.8K | Reduced |
| 7 | Vanguard Index Fds | 30.0K | $18.79M | 2.6% | +14.2K | Added |
| 8 | Ishares Tr | 197.6K | $18.61M | 2.6% | +56.9K | Added |
| 9 | Vanguard Index Fds | 61.6K | $17.88M | 2.5% | +17.0K | Added |
| 10 | Jpmorgan Chase & Co. | 55.1K | $17.77M | 2.5% | −4.5K | Reduced |
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