Houston, TXCIK 18942034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 525.6K | $32.83M | 14.6% | 0 | Held |
| 2 | Ishares Gold Tr | 395.4K | $32.10M | 14.3% | −27.5K | Reduced |
| 3 | Flexshares Tr | 497.6K | $22.81M | 10.2% | 0 | Held |
| 4 | Ishares Inc |
| 311.8K |
| $16.82M |
| 7.5% |
| −40.0K |
| Reduced |
| 5 | Ishares Inc | 493.4K | $15.68M | 7.0% | 0 | Held |
| 6 | Vanguard Index Fds | 40.8K | $13.68M | 6.1% | 0 | Held |
| 7 | Vanguard Specialized Funds | 52.6K | $11.57M | 5.2% | 0 | Held |
| 8 | Ishares Inc | 126.8K | $8.52M | 3.8% | 0 | Held |
| 9 | Vaneck ETF Trust | 316.2K | $8.16M | 3.6% | 0 | Held |
| 10 | Ishares Tr | 43.7K | $6.18M | 2.8% | 0 | Held |
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