Plano, TXCIK 20656791 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 188.4K | $91.93M | 12.3% | +188.4K | New Position |
| 2 | Vanguard Index Fds | 435.4K | $83.16M | 11.2% | +435.4K | New Position |
| 3 | ETF Ser Solutions | 371.2K | $40.70M | 5.5% | +371.2K | New Position |
| 4 |
| Global X Fds |
| 627.2K |
| $40.64M |
| 5.5% |
| +627.2K |
| New Position |
| 5 | Ishares Tr | 921.6K | $34.18M | 4.6% | +921.6K | New Position |
| 6 | Ishares Inc | 613.4K | $33.32M | 4.5% | +613.4K | New Position |
| 7 | Ark ETF Tr | 420.1K | $32.32M | 4.3% | +420.1K | New Position |
| 8 | Ishares Tr | 215.0K | $25.84M | 3.5% | +215.0K | New Position |
| 9 | Ishares Tr | 167.1K | $23.57M | 3.2% | +167.1K | New Position |
| 10 | Ishares Tr | 162.0K | $22.18M | 3.0% | +162.0K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio