Houston, TXCIK 19664004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 883.1K | $65.50M | 28.4% | −12.3K | Reduced |
| 2 | Dimensional ETF Trust | 675.7K | $31.48M | 13.7% | −3.1K | Reduced |
| 3 | Dimensional ETF Trust | 427.1K | $29.76M | 12.9% | +11.2K | Added |
| 4 | Dimensional ETF Trust |
| 607.1K |
| $23.13M |
| 10.0% |
| +2.1K |
| Added |
| 5 | Dimensional ETF Trust | 301.3K | $12.82M | 5.6% | +15.9K | Added |
| 6 | Dimensional ETF Trust | 329.5K | $12.53M | 5.4% | +15.0K | Added |
| 7 | Ishares Tr | 90.7K | $9.71M | 4.2% | −25.7K | Reduced |
| 8 | Ishares Tr | 82.9K | $8.33M | 3.6% | +6.2K | Added |
| 9 | Vanguard Index Fds | 92.1K | $8.15M | 3.5% | +10.6K | Added |
| 10 | Dimensional ETF Trust | 211.9K | $6.90M | 3.0% | −7.4K | Reduced |
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