Tulsa, OKCIK 18124924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 314.3K | $15.68M | 6.0% | +4.5K | Added |
| 2 | Dimensional ETF Trust | 350.9K | $12.00M | 4.6% | +20.8K | Added |
| 3 | Dimensional ETF Trust | 214.9K | $10.31M | 4.0% | +20.5K | Added |
| 4 | Vanguard Scottsdale Fds |
| 123.1K |
| $9.81M |
| 3.8% |
| +4.2K |
| Added |
| 5 | Dimensional ETF Trust | 164.2K | $9.77M | 3.8% | +8.3K | Added |
| 6 | Vanguard Scottsdale Fds | 160.1K | $9.41M | 3.6% | +9.3K | Added |
| 7 | Dimensional ETF Trust | 281.0K | $9.15M | 3.5% | +10.7K | Added |
| 8 | Spdr Series Trust | 356.0K | $9.01M | 3.5% | +4.3K | Added |
| 9 | Dimensional ETF Trust | 247.7K | $8.16M | 3.1% | +11.7K | Added |
| 10 | Vanguard Index Fds | 15.8K | $7.70M | 3.0% | −575 | Reduced |
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