Austin, TXCIK 20632435 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 41.8K | $14.01M | 10.1% | +1.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 183.8K | $11.48M | 8.3% | −193 | Reduced |
| 3 | Dimensional ETF Trust | 314.8K | $10.36M | 7.4% | −12.0K | Reduced |
| 4 | American Centy ETF Tr |
| 83.3K |
| $6.42M |
| 4.6% |
| −617 |
| Reduced |
| 5 | Pimco ETF Tr | 121.7K | $6.38M | 4.6% | +18.5K | Added |
| 6 | American Centy ETF Tr | 57.2K | $5.37M | 3.9% | −2.0K | Reduced |
| 7 | Dimensional ETF Trust | 69.4K | $5.15M | 3.7% | −1.3K | Reduced |
| 8 | Dimensional ETF Trust | 133.5K | $5.07M | 3.6% | +1.3K | Added |
| 9 | Dimensional ETF Trust | 137.0K | $4.53M | 3.3% | +1.7K | Added |
| 10 | Vanguard Scottsdale Fds | 47.8K | $4.00M | 2.9% | +3.7K | Added |
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