Dallas, TXCIK 20661475 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 28.3K | $13.79M | 11.7% | −2.9K | Reduced |
| 2 | Vanguard Index Fds | 31.9K | $9.26M | 7.9% | +493 | Added |
| 3 | Ishares Tr | 73.4K | $8.82M | 7.5% | +2.3K | Added |
| 4 | Spdr Series Trust |
| 145.4K |
| $8.26M |
| 7.0% |
| −1.1K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 90.9K | $7.16M | 6.1% | +9.6K | Added |
| 6 | Spdr Index Shs Fds | 143.2K | $6.70M | 5.7% | +2.0K | Added |
| 7 | Spdr Series Trust | 48.3K | $5.16M | 4.4% | −1.2K | Reduced |
| 8 | Vanguard Bd Index Fds | 51.4K | $4.01M | 3.4% | +6.0K | Added |
| 9 | Schwab Strategic Tr | 159.0K | $3.82M | 3.3% | +7.0K | Added |
| 10 | Vanguard Index Fds | 19.0K | $3.63M | 3.1% | −505 | Reduced |
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