Tulsa, OKCIK 20798155 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 611.0K | $21.05M | 10.0% | +23.5K | Added |
| 2 | Dimensional ETF Trust | 372.1K | $14.15M | 6.7% | +26.8K | Added |
| 3 | Dimensional ETF Trust | 167.8K | $11.69M | 5.6% | +5.3K | Added |
| 4 | Dimensional ETF Trust |
| 339.6K |
| $11.62M |
| 5.5% |
| +14.0K |
| Added |
| 5 | American Centy ETF Tr | 103.8K | $10.59M | 5.1% | +9.3K | Added |
| 6 | Dimensional ETF Trust | 312.7K | $10.35M | 4.9% | +16.3K | Added |
| 7 | Dimensional ETF Trust | 217.0K | $10.11M | 4.8% | +5.3K | Added |
| 8 | Dimensional ETF Trust | 218.3K | $9.29M | 4.4% | +46.8K | Added |
| 9 | American Centy ETF Tr | 85.9K | $7.07M | 3.4% | −2.6K | Reduced |
| 10 | Dimensional ETF Trust | 91.0K | $6.75M | 3.2% | −2.4K | Reduced |
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