New Orleans, LACIK 20682369 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.13M | $26.43M | 9.4% | +138.8K | Added |
| 2 | Schwab Strategic Tr | 696.1K | $22.83M | 8.1% | +14.0K | Added |
| 3 | Vanguard Index Fds | 83.6K | $15.97M | 5.7% | +2.9K | Added |
| 4 | Vanguard Index Fds |
| 58.8K |
| $15.18M |
| 5.4% |
| +1.6K |
| Added |
| 5 | World Gold Tr | 131.8K | $11.25M | 4.0% | −9.7K | Reduced |
| 6 | Dimensional ETF Trust | 288.0K | $9.93M | 3.5% | +38.2K | Added |
| 7 | Spdr S&P 500 ETF Tr | 14.4K | $9.84M | 3.5% | +376 | Added |
| 8 | Ishares Gold Tr | 113.9K | $9.25M | 3.3% | −5.4K | Reduced |
| 9 | Vanguard Tax-Managed Fds | 137.5K | $8.59M | 3.1% | −3.0K | Reduced |
| 10 | Vanguard Index Fds | 39.3K | $8.32M | 3.0% | −485 | Reduced |
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