Dallas, TXCIK 20589865 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 250.5K | $20.98M | 14.6% | −24.8K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 17.1K | $11.63M | 8.1% | −405 | Reduced |
| 3 | Berkshire Hathaway Inc Del | 22.2K | $11.15M | 7.8% | −994 | Reduced |
| 4 | Vanguard Bd Index Fds |
| 203.7K |
| $10.15M |
| 7.1% |
| −5.2K |
| Reduced |
| 5 | Dimensional ETF Trust | 232.5K | $9.89M | 6.9% | +65.5K | Added |
| 6 | Vanguard Scottsdale Fds | 108.7K | $8.67M | 6.0% | −849 | Reduced |
| 7 | Dimensional ETF Trust | 209.5K | $7.98M | 5.6% | +36.1K | Added |
| 8 | American Elec Pwr Co Inc | 51.2K | $5.90M | 4.1% | +16.7K | Added |
| 9 | Schwab Strategic Tr | 191.7K | $5.68M | 4.0% | +933 | Added |
| 10 | Dimensional ETF Trust | 79.8K | $3.83M | 2.7% | +1.0K | Added |
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