Houston, TXCIK 17690894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
124 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 178.5K | $111.9K | 14.3% | −5.4K | Reduced |
| 2 | Ishares Tr | 1.04M | $93.1K | 11.9% | +35.4K | Added |
| 3 | Ishares Tr | 598.3K | $57.5K | 7.4% | +29.6K | Added |
| 4 | Vanguard Scottsdale Fds |
| 629.6K |
| $52.7K |
| 6.8% |
| +65.6K |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 75.0K | $51.2K | 6.6% | −5.7K | Reduced |
| 6 | Vanguard Bd Index Fds | 678.7K | $50.3K | 6.4% | +63.2K | Added |
| 7 | Ishares Tr | 467.5K | $50.1K | 6.4% | −20.2K | Reduced |
| 8 | Ishares Tr | 427.6K | $28.2K | 3.6% | +10.8K | Added |
| 9 | Spdr Gold Tr | 65.1K | $25.8K | 3.3% | −1.5K | Reduced |
| 10 | Ishares Gold Tr | 315.2K | $25.6K | 3.3% | +493 | Added |
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