Conroe, TXCIK 17779144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 385.3K | $129.19M | 32.5% | +865 | Added |
| 2 | Ishares Tr | 547.7K | $46.36M | 11.7% | +1.7K | Added |
| 3 | Vanguard Bd Index Fds | 516.7K | $38.27M | 9.6% | +7.4K | Added |
| 4 | Vanguard Mun Bd Fds |
| 624.0K |
| $31.38M |
| 7.9% |
| −14.6K |
| Reduced |
| 5 | Ishares Tr | 163.4K | $24.29M | 6.1% | −23.4K | Reduced |
| 6 | Ishares Tr | 373.2K | $19.73M | 5.0% | −13.6K | Reduced |
| 7 | Ishares Tr | 74.3K | $15.76M | 4.0% | +1.2K | Added |
| 8 | Vanguard Intl Equity Index F | 206.9K | $15.22M | 3.8% | −9.0K | Reduced |
| 9 | Ishares Inc | 189.3K | $12.73M | 3.2% | +4.2K | Added |
| 10 | Spdr Series Trust | 404.3K | $10.41M | 2.6% | −12.5K | Reduced |
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