Fort Worth, TXCIK 19868125 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 461.6K | $35.01M | 15.7% | −22.5K | Reduced |
| 2 | Vanguard Scottsdale Fds | 531.6K | $25.03M | 11.2% | +113.4K | Added |
| 3 | Ishares Tr | 296.2K | $18.17M | 8.1% | 0 | Held |
| 4 | Vanguard Scottsdale Fds |
| 226.3K |
| $18.04M |
| 8.1% |
| −39.2K |
| Reduced |
| 5 | Spdr Series Trust | 593.8K | $15.04M | 6.7% | −133.0K | Reduced |
| 6 | Dimensional ETF Trust | 352.8K | $13.45M | 6.0% | +352.8K | New |
| 7 | Vaneck ETF Trust | 226.6K | $11.97M | 5.4% | +226.6K | New |
| 8 | Vaneck ETF Trust | 108.1K | $11.19M | 5.0% | −10.8K | Reduced |
| 9 | Ishares Tr | 208.9K | $9.49M | 4.2% | 0 | Held |
| 10 | Vanguard Tax-Managed Fds | 144.1K | $9.00M | 4.0% | +65.0K | Added |
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