Houston, TXCIK 20498574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 472.6K | $62.56M | 24.1% | +36.7K | Added |
| 2 | Vanguard Index Fds | 124.1K | $41.60M | 16.1% | +5.6K | Added |
| 3 | Vanguard Tax-Managed Fds | 342.0K | $21.36M | 8.2% | +27.2K | Added |
| 4 | Ishares Tr |
| 183.7K |
| $18.44M |
| 7.1% |
| +65.9K |
| Added |
| 5 | Ishares Tr | 131.6K | $11.77M | 4.5% | +13.2K | Added |
| 6 | J P Morgan Exchange Traded F | 201.3K | $9.32M | 3.6% | +22.3K | Added |
| 7 | Vanguard Whitehall Fds | 60.8K | $8.73M | 3.4% | +3.9K | Added |
| 8 | Schwab Strategic Tr | 306.7K | $8.41M | 3.2% | +439 | Added |
| 9 | Morgan Stanley ETF Trust | 134.5K | $6.93M | 2.7% | +16.5K | Added |
| 10 | Vanguard Malvern Fds | 88.4K | $6.89M | 2.7% | +11.1K | Added |
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