Houston, TXCIK 18733724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 94.1K | $64.47M | 21.0% | −3.5K | Reduced |
| 2 | Vanguard Index Fds | 98.6K | $61.81M | 20.1% | +239 | Added |
| 3 | Pimco ETF Tr | 1.14M | $30.41M | 9.9% | +15.4K | Added |
| 4 | Pimco ETF Tr |
| 183.5K |
| $17.08M |
| 5.6% |
| −1.8K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 251.7K | $15.72M | 5.1% | +1.2K | Added |
| 6 | Vanguard Intl Equity Index F | 288.8K | $15.52M | 5.0% | −1.4K | Reduced |
| 7 | J P Morgan Exchange Traded F | 240.7K | $12.18M | 4.0% | +5.7K | Added |
| 8 | Dimensional ETF Trust | 189.5K | $11.28M | 3.7% | −57 | Reduced |
| 9 | Pimco ETF Tr | 192.9K | $10.11M | 3.3% | +8.9K | Added |
| 10 | Dimensional ETF Trust | 330.3K | $7.56M | 2.5% | −2.3K | Reduced |
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