Lewisville, TXCIK 20588165 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.12M | $44.47M | 31.5% | +4.3K | Added |
| 2 | Dimensional ETF Trust | 394.6K | $16.79M | 11.9% | +17.9K | Added |
| 3 | Dimensional ETF Trust | 328.8K | $12.53M | 8.9% | +7.6K | Added |
| 4 | Dimensional ETF Trust |
| 173.0K |
| $12.06M |
| 8.5% |
| +7.8K |
| Added |
| 5 | American Centy ETF Tr | 150.9K | $11.43M | 8.1% | +4.9K | Added |
| 6 | Dimensional ETF Trust | 159.9K | $5.21M | 3.7% | +2.8K | Added |
| 7 | American Centy ETF Tr | 53.6K | $5.03M | 3.6% | −81 | Reduced |
| 8 | American Centy ETF Tr | 85.3K | $4.97M | 3.5% | +1.7K | Added |
| 9 | American Centy ETF Tr | 42.3K | $4.73M | 3.4% | −4.9K | Reduced |
| 10 | Ishares Tr | 69.2K | $3.46M | 2.5% | +3.5K | Added |
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