Dallas, TXCIK 20475724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
258 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 594.4K | $16.42M | 9.7% | +71.4K | Added |
| 2 | Pimco ETF Tr | 595.9K | $15.90M | 9.4% | +77.8K | Added |
| 3 | Berkshire Hathaway Inc Del | 25.8K | $12.98M | 7.7% | +139 | Added |
| 4 | Schwab Strategic Tr |
| 425.3K |
| $11.27M |
| 6.7% |
| −24.6K |
| Reduced |
| 5 | Capital Group Growth ETF | 242.8K | $10.80M | 6.4% | +4.3K | Added |
| 6 | Dimensional ETF Trust | 184.9K | $9.22M | 5.4% | −9.0K | Reduced |
| 7 | Vanguard Charlotte Fds | 178.3K | $8.62M | 5.1% | +10.7K | Added |
| 8 | Dimensional ETF Trust | 202.5K | $7.70M | 4.5% | −11.0K | Reduced |
| 9 | Dimensional ETF Trust | 221.8K | $7.29M | 4.3% | −10.1K | Reduced |
| 10 | Schwab Strategic Tr | 212.0K | $5.77M | 3.4% | +9.2K | Added |
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