Tulsa, OKCIK 18444804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
152 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 228.8K | $23.12M | 7.0% | +8.0K | Added |
| 2 | Ishares Tr | 971.9K | $21.75M | 6.6% | +189.0K | Added |
| 3 | Ishares Tr | 818.0K | $19.19M | 5.8% | +818.0K | New |
| 4 | Dimensional ETF Trust |
| 364.5K |
| $18.19M |
| 5.5% |
| −83.0K |
| Reduced |
| 5 | Ishares Tr | 570.7K | $14.16M | 4.3% | +150.4K | Added |
| 6 | Comfort Sys USA Inc | 13.7K | $12.79M | 3.9% | −245 | Reduced |
| 7 | Schwab Strategic Tr | 311.4K | $11.23M | 3.4% | +4.2K | Added |
| 8 | Ishares Tr | 273.6K | $10.80M | 3.3% | +2.7K | Added |
| 9 | Apple Inc | 38.0K | $10.33M | 3.1% | +1.1K | Added |
| 10 | Spdr Series Trust | 189.5K | $8.20M | 2.5% | −3.4K | Reduced |
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