The Woodlands, TXCIK 20524801 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
144 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 218.3K | $149.52M | 37.6% | +218.3K | New Position |
| 2 | Ishares Tr | 791.9K | $70.84M | 17.8% | +791.9K | New Position |
| 3 | Ishares Tr | 558.7K | $55.80M | 14.0% | +558.7K | New Position |
| 4 | Ishares Tr |
| 509.3K |
| $33.62M |
| 8.4% |
| +509.3K |
| New Position |
| 5 | Ishares Tr | 257.1K | $28.33M | 7.1% | +257.1K | New Position |
| 6 | Ishares Tr | 173.3K | $20.83M | 5.2% | +173.3K | New Position |
| 7 | Vanguard Index Fds | 12.3K | $7.68M | 1.9% | +12.3K | New Position |
| 8 | Linde PLC | 13.7K | $5.84M | 1.5% | +13.7K | New Position |
| 9 | Vanguard Tax-Managed Fds | 44.0K | $2.75M | 0.7% | +44.0K | New Position |
| 10 | Vanguard Bd Index Fds | 33.7K | $2.49M | 0.6% | +33.7K | New Position |
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