Fort Worth, TXCIK 18952524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
118 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 754.4K | $55.95M | 11.8% | +26.7K | Added |
| 2 | Dimensional ETF Trust | 1.38M | $47.52M | 10.0% | +49.9K | Added |
| 3 | Ishares Tr | 228.9K | $45.46M | 9.5% | +5.9K | Added |
| 4 | J P Morgan Exchange Traded F |
| 706.7K |
| $33.46M |
| 7.0% |
| +81.4K |
| Added |
| 5 | Ishares Tr | 198.0K | $33.26M | 7.0% | −3.2K | Reduced |
| 6 | Dimensional ETF Trust | 525.0K | $31.26M | 6.6% | +16.5K | Added |
| 7 | Dimensional ETF Trust | 708.7K | $28.06M | 5.9% | −35.8K | Reduced |
| 8 | Vanguard Intl Equity Index F | 352.5K | $18.95M | 4.0% | +7.3K | Added |
| 9 | J P Morgan Exchange Traded F | 355.9K | $17.97M | 3.8% | +34.9K | Added |
| 10 | J P Morgan Exchange Traded F | 217.7K | $11.01M | 2.3% | +12.7K | Added |
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