The Wodlands, TXCIK 20014734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 132.2K | $44.31M | 26.5% | −11.7K | Reduced |
| 2 | J P Morgan Exchange Traded F | 401.1K | $20.29M | 12.1% | −3.2K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 283.4K | $17.71M | 10.6% | +30.9K | Added |
| 4 | Vanguard Index Fds |
| 55.3K |
| $14.28M |
| 8.5% |
| +955 |
| Added |
| 5 | Invesco Qqq Tr | 22.0K | $13.51M | 8.1% | −617 | Reduced |
| 6 | Schwab Strategic Tr | 426.7K | $10.63M | 6.3% | +81.7K | Added |
| 7 | Vanguard Specialized Funds | 47.0K | $10.32M | 6.2% | +596 | Added |
| 8 | Dimensional ETF Trust | 136.0K | $6.52M | 3.9% | +22.8K | Added |
| 9 | Dimensional ETF Trust | 82.5K | $4.91M | 2.9% | +1.4K | Added |
| 10 | Ishares Tr | 83.4K | $3.46M | 2.1% | +15.0K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio