Houston, TXCIK 20178684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 234.6K | $160.70M | 15.5% | +1.8K | Added |
| 2 | Vanguard Index Fds | 262.6K | $128.14M | 12.4% | +887 | Added |
| 3 | Vanguard Index Fds | 382.9K | $111.11M | 10.7% | +10.6K | Added |
| 4 | Vanguard Index Fds |
| 539.8K |
| $103.09M |
| 10.0% |
| +15.9K |
| Added |
| 5 | Ishares Tr | 919.4K | $65.65M | 6.3% | +15.3K | Added |
| 6 | Vanguard Tax-Managed Fds | 926.3K | $57.86M | 5.6% | +17.5K | Added |
| 7 | Ishares Tr | 485.3K | $55.29M | 5.3% | +16.8K | Added |
| 8 | Ishares Inc | 668.1K | $44.91M | 4.3% | +15.2K | Added |
| 9 | Schwab Strategic Tr | 1.22M | $39.64M | 3.8% | −4.8K | Reduced |
| 10 | Vanguard Scottsdale Fds | 221.3K | $20.42M | 2.0% | −1.7K | Reduced |
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