Waco, TXCIK 20562424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 267.7K | $10.56M | 6.9% | +19.7K | Added |
| 2 | Vanguard Index Fds | 19.0K | $9.28M | 6.1% | +1.5K | Added |
| 3 | Schwab Strategic Tr | 334.6K | $8.78M | 5.8% | −91 | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 68.2K |
| $5.02M |
| 3.3% |
| +510 |
| Added |
| 5 | Vanguard Star Fds | 64.2K | $4.84M | 3.2% | +7.9K | Added |
| 6 | Dimensional ETF Trust | 121.8K | $4.01M | 2.6% | +3.9K | Added |
| 7 | Select Sector Spdr Tr | 26.9K | $3.88M | 2.5% | +13.2K | Added |
| 8 | Apple Inc | 14.1K | $3.82M | 2.5% | −897 | Reduced |
| 9 | Vanguard Index Fds | 6.0K | $3.74M | 2.5% | −45 | Reduced |
| 10 | Vanguard Whitehall Fds | 23.9K | $3.43M | 2.3% | −52 | Reduced |
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