Fort Worth, TXCIK 19038834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 214.5K | $12.86M | 5.6% | −357 | Reduced |
| 2 | Ishares Tr | 397.7K | $8.73M | 3.8% | +24.9K | Added |
| 3 | Ishares Tr | 439.7K | $8.73M | 3.8% | +26.6K | Added |
| 4 | Ishares Tr |
| 389.6K |
| $8.71M |
| 3.8% |
| +24.5K |
| Added |
| 5 | Ishares Tr | 386.9K | $8.69M | 3.8% | +24.5K | Added |
| 6 | Ishares Tr | 376.0K | $8.60M | 3.8% | +21.2K | Added |
| 7 | Ishares Tr | 78.8K | $7.59M | 3.3% | +16.9K | Added |
| 8 | Ishares Tr | 15.4K | $5.77M | 2.5% | −243 | Reduced |
| 9 | First Tr Exchange-Traded Fd | 58.3K | $5.40M | 2.4% | −408 | Reduced |
| 10 | Schwab Strategic Tr | 163.5K | $4.40M | 1.9% | −4.3K | Reduced |
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