Edmond, OKCIK 20553574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchng Traded Fd Vi | 2.98M | $78.93M | 33.7% | +415.5K | Added |
| 2 | Capital Group Gbl Growth Eqt | 845.1K | $29.28M | 12.5% | +22.0K | Added |
| 3 | Capital Group Dividend Value | 415.0K | $18.11M | 7.7% | +12.3K | Added |
| 4 | Capital Group Core Equity Et |
| 439.3K |
| $17.67M |
| 7.6% |
| +13.1K |
| Added |
| 5 | Invesco Exch Traded Fd Tr II | 68.5K | $17.33M | 7.4% | +2.0K | Added |
| 6 | Invesco Exchange Traded Fd T | 85.4K | $16.37M | 7.0% | −678 | Reduced |
| 7 | T Rowe Price ETF Inc | 316.6K | $12.10M | 5.2% | +1.6K | Added |
| 8 | Capital Group Growth ETF | 164.7K | $7.32M | 3.1% | +20.8K | Added |
| 9 | John Hancock Exchange Traded | 97.7K | $6.40M | 2.7% | −489 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 56.7K | $5.81M | 2.5% | +282 | Added |
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