Dallas, TXCIK 18018464 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
207 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 63.8K | $44.10M | 8.9% | +52.6K | Added |
| 2 | Blackrock ETF Trust | 388.9K | $23.96M | 4.9% | +106.0K | Added |
| 3 | Ishares Tr | 449.4K | $20.90M | 4.2% | +222.6K | Added |
| 4 | Dimensional ETF Trust |
| 336.4K |
| $17.91M |
| 3.6% |
| −160 |
| Reduced |
| 5 | Ishares Inc | 250.3K | $17.74M | 3.6% | +81.4K | Added |
| 6 | Ishares Tr | 85.2K | $17.29M | 3.5% | −9.5K | Reduced |
| 7 | American Centy ETF Tr | 141.9K | $15.72M | 3.2% | +4.5K | Added |
| 8 | Ishares Tr | 199.8K | $15.05M | 3.1% | −18.9K | Reduced |
| 9 | American Centy ETF Tr | 126.4K | $12.76M | 2.6% | +907 | Added |
| 10 | Ishares Tr | 103.0K | $11.05M | 2.2% | −1.6K | Reduced |
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