Austin, TXCIK 19067984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 379.5K | $9.12M | 7.5% | +21.1K | Added |
| 2 | Schwab Strategic Tr | 281.2K | $7.57M | 6.2% | +15.1K | Added |
| 3 | Nvidia Corporation | 34.4K | $6.42M | 5.3% | −1.1K | Reduced |
| 4 | Spdr Index Shs Fds |
| 75.2K |
| $5.77M |
| 4.7% |
| +3.9K |
| Added |
| 5 | Spdr Series Trust | 187.5K | $4.83M | 4.0% | +20.3K | Added |
| 6 | Schwab Strategic Tr | 139.3K | $4.54M | 3.7% | +6.3K | Added |
| 7 | Microsoft Corp | 8.7K | $4.19M | 3.4% | −248 | Reduced |
| 8 | Schwab Strategic Tr | 123.4K | $3.65M | 3.0% | +8.3K | Added |
| 9 | Apple Inc | 12.3K | $3.34M | 2.7% | −495 | Reduced |
| 10 | Vanguard Bd Index Fds | 40.7K | $3.02M | 2.5% | +4.9K | Added |
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