Houston, TXCIK 20086664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 455.7K | $28.47M | 6.0% | +48.6K | Added |
| 2 | Vanguard Index Fds | 81.2K | $27.21M | 5.7% | −307 | Reduced |
| 3 | Vanguard Index Fds | 20.8K | $13.03M | 2.7% | +2.3K | Added |
| 4 | Wisdomtree Tr |
| 251.3K |
| $12.97M |
| 2.7% |
| −23.6K |
| Reduced |
| 5 | Ishares Tr | 18.7K | $12.80M | 2.7% | −496 | Reduced |
| 6 | Invesco Exchange Traded Fd T | 201.1K | $11.92M | 2.5% | −8.8K | Reduced |
| 7 | Ishares Tr | 120.8K | $11.60M | 2.4% | 0 | Held |
| 8 | Spdr Series Trust | 71.7K | $9.98M | 2.1% | −6.9K | Reduced |
| 9 | First Tr Exchange-Traded Fd | 257.6K | $9.87M | 2.1% | +12.9K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 297.8K | $9.78M | 2.1% | +58.3K | Added |
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