Houston, TXCIK 20086485 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 209.3K | $16.79M | 10.6% | +2.0K | Added |
| 2 | Blackrock ETF Trust II | 255.7K | $12.98M | 8.2% | +4.7K | Added |
| 3 | Ishares Tr | 99.1K | $12.21M | 7.7% | +1.7K | Added |
| 4 | Dimensional ETF Trust |
| 293.5K |
| $11.62M |
| 7.3% |
| +5.8K |
| Added |
| 5 | Ishares Tr | 57.5K | $11.43M | 7.2% | +864 | Added |
| 6 | Ishares Tr | 147.9K | $10.56M | 6.6% | +2.7K | Added |
| 7 | American Centy ETF Tr | 115.4K | $8.74M | 5.5% | +3.4K | Added |
| 8 | Schwab Strategic Tr | 319.4K | $7.46M | 4.7% | +6.2K | Added |
| 9 | Ishares Inc | 101.4K | $7.37M | 4.6% | +2.9K | Added |
| 10 | Ishares Tr | 18.1K | $6.20M | 3.9% | +152 | Added |
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