Oklahoma City, OKCIK 20508484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 39.3K | $24.64M | 9.5% | +50 | Added |
| 2 | Vanguard Tax-Managed Fds | 229.8K | $14.36M | 5.6% | +10.4K | Added |
| 3 | Microsoft Corp | 19.6K | $9.47M | 3.7% | −5.8K | Reduced |
| 4 | Ishares Tr |
| 343.9K |
| $8.35M |
| 3.2% |
| −6.6K |
| Reduced |
| 5 | Ishares Tr | 333.6K | $8.08M | 3.1% | −11.2K | Reduced |
| 6 | Ishares Tr | 59.6K | $7.85M | 3.0% | 0 | Held |
| 7 | Ishares Tr | 305.5K | $7.78M | 3.0% | +3.0K | Added |
| 8 | Apple Inc | 26.6K | $7.23M | 2.8% | −2.1K | Reduced |
| 9 | Jpmorgan Chase & Co. | 20.8K | $6.70M | 2.6% | −863 | Reduced |
| 10 | Eli Lilly & Co | 5.9K | $6.35M | 2.5% | −601 | Reduced |
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