Bryan, TXCIK 20566024 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 | Vanguard Index Fds | 23.7K | $14.86M | 21.9% | −148 | Reduced |
| 2 | Vanguard Star Fds | 177.4K | $13.38M | 19.7% | +7.7K | Added |
| 3 | Vanguard Index Fds | 27.0K | $5.64M | 8.3% | +790 | Added |
| 4 | Vanguard Index Fds |
| 16.3K |
| $5.45M |
| 8.0% |
| −200 |
| Reduced |
| 5 | Vanguard Bd Index Fds | 58.6K | $4.34M | 6.4% | +3.6K | Added |
| 6 | Wisdomtree Tr | 85.9K | $4.32M | 6.4% | +8.2K | Added |
| 7 | Invesco Exchange Traded Fd T | 11.9K | $2.28M | 3.4% | +48 | Added |
| 8 | Vanguard Intl Equity Index F | 30.6K | $2.25M | 3.3% | −1.8K | Reduced |
| 9 | Kla Corp | 1.8K | $2.23M | 3.3% | −100 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 34.0K | $2.12M | 3.1% | −994 | Reduced |
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