Oklahoma City, OKCIK 20499501 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 27.2K | $20.49M | 16.2% | +27.2K | New Position |
| 2 | Ishares Tr | 54.4K | $16.37M | 12.9% | +54.4K | New Position |
| 3 | Invesco Exch Traded Fd Tr II | 90.5K | $11.52M | 9.1% | +90.5K | New Position |
| 4 |
| 89.6K |
| $10.70M |
| 8.5% |
| +89.6K |
| New Position |
| 5 | Fidelity Covington Trust | 122.7K | $8.99M | 7.1% | +122.7K | New Position |
| 6 | Ishares Tr | 142.3K | $8.85M | 7.0% | +142.3K | New Position |
| 7 | First Tr Exchange Traded Fd | 85.4K | $8.39M | 6.6% | +85.4K | New Position |
| 8 | Ishares Tr | 29.5K | $8.18M | 6.5% | +29.5K | New Position |
| 9 | Vanguard World Fd | 20.8K | $4.39M | 3.5% | +20.8K | New Position |
| 10 | Vanguard Index Fds | 6.1K | $3.82M | 3.0% | +6.1K | New Position |
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