Frisco, TXCIK 19049064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 640.2K | $24.40M | 9.0% | +69.1K | Added |
| 2 | Ishares Tr | 319.3K | $20.76M | 7.7% | +8.0K | Added |
| 3 | Apple Inc | 69.4K | $18.86M | 7.0% | +140 | Added |
| 4 | Trane Technologies PLC |
| 45.3K |
| $17.63M |
| 6.5% |
| −297 |
| Reduced |
| 5 | Wells Fargo Co New | 166.4K | $15.51M | 5.7% | −680 | Reduced |
| 6 | Nvidia Corporation | 68.2K | $12.71M | 4.7% | −232 | Reduced |
| 7 | Vanguard Index Fds | 32.2K | $10.81M | 4.0% | +304 | Added |
| 8 | Schwab Strategic Tr | 354.1K | $9.53M | 3.5% | −3.0K | Reduced |
| 9 | Ishares Tr | 110.7K | $7.86M | 2.9% | +2.0K | Added |
| 10 | Vanguard Bd Index Fds | 100.3K | $7.81M | 2.9% | +5.0K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio