Fort Worth, TXCIK 20537334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
136 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 13.0K | $8.85M | 6.5% | +756 | Added |
| 2 | Schwab Strategic Tr | 250.7K | $6.88M | 5.1% | +15.5K | Added |
| 3 | Ishares Tr | 6.4K | $4.37M | 3.2% | +86 | Added |
| 4 | Vanguard Scottsdale Fds |
| 31.9K |
| $3.89M |
| 2.9% |
| +2.3K |
| Added |
| 5 | Invesco Qqq Tr | 6.1K | $3.73M | 2.7% | +655 | Added |
| 6 | Exxon Mobil Corp | 30.1K | $3.63M | 2.7% | −173 | Reduced |
| 7 | Spdr Series Trust | 132.0K | $3.12M | 2.3% | +7.7K | Added |
| 8 | Ishares Tr | 31.3K | $3.12M | 2.3% | +1.7K | Added |
| 9 | Vanguard Bd Index Fds | 38.3K | $2.84M | 2.1% | +2.4K | Added |
| 10 | Vanguard Index Fds | 4.3K | $2.71M | 2.0% | +169 | Added |
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