The Woodlands, TXCIK 17927045 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,553 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.31M | $65.3K | 13.7% | +135.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 952.3K | $59.5K | 12.5% | −24.2K | Reduced |
| 3 | Vanguard Index Fds | 69.9K | $43.8K | 9.2% | −136 | Reduced |
| 4 | Vanguard Index Fds |
| 162.9K |
| $28.9K |
| 6.1% |
| −4.5K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 369.8K | $27.2K | 5.7% | +34.4K | Added |
| 6 | Vanguard Charlotte Fds | 534.4K | $25.8K | 5.4% | −130.2K | Reduced |
| 7 | Vanguard Whitehall Fds | 171.8K | $24.7K | 5.2% | +3.0K | Added |
| 8 | Vanguard Index Fds | 95.7K | $20.3K | 4.3% | +1.6K | Added |
| 9 | Vanguard Index Fds | 52.5K | $17.6K | 3.7% | −1.1K | Reduced |
| 10 | Vanguard Index Fds | 44.9K | $13.0K | 2.7% | +5.0K | Added |
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