Plano, TXCIK 18022774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 939.2K | $24.63M | 14.0% | −104.1K | Reduced |
| 2 | Schwab Strategic Tr | 704.2K | $20.05M | 11.4% | −37.5K | Reduced |
| 3 | Vanguard Intl Equity Index F | 312.7K | $16.81M | 9.6% | +3.1K | Added |
| 4 | Spdr Index Shs Fds |
| 371.4K |
| $16.49M |
| 9.4% |
| +3.7K |
| Added |
| 5 | Vanguard Intl Equity Index F | 78.5K | $11.25M | 6.4% | +1.2K | Added |
| 6 | Schwab Strategic Tr | 484.0K | $10.11M | 5.8% | +24.5K | Added |
| 7 | Spdr Series Trust | 178.4K | $8.36M | 4.8% | +35.4K | Added |
| 8 | Schwab Strategic Tr | 170.2K | $7.75M | 4.4% | −2.4K | Reduced |
| 9 | Schwab Strategic Tr | 237.5K | $6.28M | 3.6% | +8.8K | Added |
| 10 | Vanguard Index Fds | 16.2K | $5.42M | 3.1% | −70 | Reduced |
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