Dallas, TXCIK 20582674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 103.5K | $19.76M | 13.3% | +3.9K | Added |
| 2 | Capital Group Growth ETF | 399.9K | $17.78M | 12.0% | +21.1K | Added |
| 3 | Capital Group Dividend Value | 298.9K | $13.04M | 8.8% | +11.4K | Added |
| 4 | Capital Group Core Balanced |
| 323.2K |
| $11.42M |
| 7.7% |
| +15.3K |
| Added |
| 5 | Vanguard Intl Equity Index F | 109.4K | $8.05M | 5.4% | +2.3K | Added |
| 6 | Vanguard Star Fds | 86.0K | $6.49M | 4.4% | +7.0K | Added |
| 7 | Capital Grp Fixed Incm ETF T | 231.5K | $6.34M | 4.3% | +52.7K | Added |
| 8 | Schwab Strategic Tr | 228.2K | $5.99M | 4.0% | 0 | Held |
| 9 | Vanguard Index Fds | 17.0K | $4.38M | 3.0% | +542 | Added |
| 10 | Capital Grp Fixed Incm ETF T | 164.8K | $4.34M | 2.9% | +20.7K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio