Keller, TXCIK 20044954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.03M | $84.7K | 36.6% | +50.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 805.8K | $50.3K | 21.8% | +36.7K | Added |
| 3 | Ishares Tr | 166.4K | $20.0K | 8.6% | +8.7K | Added |
| 4 | American Centy ETF Tr |
| 229.1K |
| $17.4K |
| 7.5% |
| +16.3K |
| Added |
| 5 | Vanguard Intl Equity Index F | 240.7K | $12.9K | 5.6% | +15.5K | Added |
| 6 | Vanguard Index Fds | 15.0K | $5.0K | 2.2% | −71 | Reduced |
| 7 | Spdr Index Shs Fds | 100.5K | $4.5K | 1.9% | −3.5K | Reduced |
| 8 | Spdr Series Trust | 60.0K | $3.4K | 1.5% | −3.4K | Reduced |
| 9 | Apple Inc | 11.3K | $3.1K | 1.3% | +3.2K | Added |
| 10 | Dimensional ETF Trust | 72.9K | $2.9K | 1.2% | +10.4K | Added |
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