Austin, TXCIK 18440244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 540.7K | $181.27M | 33.8% | +24.0K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.05M | $65.59M | 12.2% | +41.3K | Added |
| 3 | Dimensional ETF Trust | 1.06M | $35.13M | 6.6% | +32.5K | Added |
| 4 | Ishares Tr |
| 221.0K |
| $26.56M |
| 5.0% |
| +10.0K |
| Added |
| 5 | American Centy ETF Tr | 238.5K | $24.32M | 4.5% | +12.3K | Added |
| 6 | Ishares Tr | 115.3K | $17.14M | 3.2% | −146 | Reduced |
| 7 | American Centy ETF Tr | 176.9K | $16.63M | 3.1% | +1.9K | Added |
| 8 | Dimensional ETF Trust | 293.0K | $15.42M | 2.9% | +31.2K | Added |
| 9 | Nvidia Corporation | 59.5K | $11.09M | 2.1% | +16.8K | Added |
| 10 | Schwab Strategic Tr | 416.0K | $10.43M | 1.9% | +40.1K | Added |
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