Austin, TXCIK 20528684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 404.6K | $10.15M | 5.5% | −178.6K | Reduced |
| 2 | Dimensional ETF Trust | 176.0K | $9.52M | 5.1% | −94.7K | Reduced |
| 3 | Vanguard Intl Equity Index F | 93.4K | $6.87M | 3.7% | −34.0K | Reduced |
| 4 | 2023 ETF Series Trust II |
| 159.6K |
| $6.14M |
| 3.3% |
| −69.0K |
| Reduced |
| 5 | Ishares Tr | 55.3K | $5.55M | 3.0% | −25.1K | Reduced |
| 6 | Ishares Tr | 121.5K | $5.52M | 3.0% | −71.0K | Reduced |
| 7 | Ishares Tr | 49.4K | $5.43M | 2.9% | −23.7K | Reduced |
| 8 | Wisdomtree Tr | 101.3K | $5.19M | 2.8% | −62.0K | Reduced |
| 9 | Blackrock ETF Trust | 83.0K | $5.05M | 2.7% | +83.0K | New |
| 10 | Fidelity Covington Trust | 148.0K | $4.57M | 2.5% | −80.3K | Reduced |
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