Austin, TXCIK 20485814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
549 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 877.1K | $54.79M | 11.1% | +66.4K | Added |
| 2 | Vanguard Index Fds | 158.3K | $53.06M | 10.8% | +12.7K | Added |
| 3 | Vanguard Index Fds | 62.0K | $30.23M | 6.1% | +4.6K | Added |
| 4 | Vanguard Index Fds |
| 129.2K |
| $24.68M |
| 5.0% |
| +12.8K |
| Added |
| 5 | First Tr Exchng Traded Fd Vi | 481.8K | $20.62M | 4.2% | −34.0K | Reduced |
| 6 | American Centy ETF Tr | 210.5K | $16.22M | 3.3% | +11.3K | Added |
| 7 | American Centy ETF Tr | 208.8K | $15.82M | 3.2% | +15.0K | Added |
| 8 | American Centy ETF Tr | 153.1K | $15.61M | 3.2% | +11.7K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 218.5K | $12.37M | 2.5% | −1.7K | Reduced |
| 10 | First Tr Exchng Traded Fd Vi | 262.8K | $11.64M | 2.4% | −38.7K | Reduced |
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