Dallas, TXCIK 18117394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 538.6K | $42.4K | 6.9% | −120 | Reduced |
| 2 | Dimensional ETF Trust | 953.7K | $36.3K | 5.9% | +68.0K | Added |
| 3 | Dimensional ETF Trust | 841.4K | $35.8K | 5.8% | +40.6K | Added |
| 4 | Dimensional ETF Trust |
| 443.5K |
| $32.7K |
| 5.3% |
| +38.3K |
| Added |
| 5 | Dimensional ETF Trust | 751.7K | $24.5K | 4.0% | +43.5K | Added |
| 6 | Vanguard Whitehall Fds | 168.5K | $24.2K | 3.9% | +12.4K | Added |
| 7 | Ishares Tr | 114.3K | $22.7K | 3.7% | +81.9K | Added |
| 8 | Ishares Tr | 845.0K | $19.5K | 3.2% | +21.8K | Added |
| 9 | Global X Fds | 292.3K | $17.7K | 2.9% | +13.2K | Added |
| 10 | Meta Platforms Inc | 24.6K | $16.3K | 2.6% | −2.8K | Reduced |
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