Plano, TXCIK 18141914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 203.4K | $42.54M | 13.9% | +4.1K | Added |
| 2 | Vanguard Whitehall Fds | 270.7K | $38.85M | 12.7% | +6.5K | Added |
| 3 | Ishares Tr | 76.1K | $28.41M | 9.3% | −2.1K | Reduced |
| 4 | Spdr Gold Tr |
| 71.6K |
| $28.37M |
| 9.3% |
| −7.3K |
| Reduced |
| 5 | Invesco Exchange Traded Fd T | 208.1K | $26.45M | 8.7% | +13.4K | Added |
| 6 | Ishares Inc | 543.7K | $24.94M | 8.2% | +30.9K | Added |
| 7 | Schwab Strategic Tr | 926.7K | $22.28M | 7.3% | +19.8K | Added |
| 8 | Ishares Tr | 519.9K | $21.50M | 7.0% | −2.0K | Reduced |
| 9 | Vanguard Index Fds | 100.2K | $8.87M | 2.9% | +100.2K | New |
| 10 | Select Sector Spdr Tr | 161.0K | $8.82M | 2.9% | +5.3K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio