Austin, TXCIK 20222914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
198 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.00M | $160.26M | 13.0% | +249.7K | Added |
| 2 | Ishares Tr | 1.63M | $146.07M | 11.9% | +235.0K | Added |
| 3 | Listed Fd Tr | 3.88M | $141.06M | 11.5% | +539.5K | Added |
| 4 | Elevation Series Trust |
| 3.66M |
| $116.45M |
| 9.5% |
| +512.1K |
| Added |
| 5 | Vanguard Index Fds | 366.4K | $69.97M | 5.7% | +51.7K | Added |
| 6 | Vanguard Scottsdale Fds | 923.8K | $54.26M | 4.4% | +189.3K | Added |
| 7 | Ishares Inc | 803.7K | $54.02M | 4.4% | +107.8K | Added |
| 8 | Ishares Tr | 237.8K | $47.23M | 3.8% | +27.9K | Added |
| 9 | Vanguard Tax-Managed Fds | 665.2K | $41.55M | 3.4% | +95.9K | Added |
| 10 | Global X Fds | 303.4K | $30.37M | 2.5% | −164.3K | Reduced |
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