Houston, TXCIK 20951435 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
214 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 173.3K | $58.10M | 17.2% | +597 | Added |
| 2 | Apple Inc | 99.5K | $27.06M | 8.0% | −829 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 192.9K | $12.05M | 3.6% | +126 | Added |
| 4 | Ssga Active ETF Tr |
| 233.3K |
| $11.53M |
| 3.4% |
| −1.7K |
| Reduced |
| 5 | Amazon Com Inc | 48.9K | $11.30M | 3.3% | +19 | Added |
| 6 | Alphabet Inc | 29.6K | $9.29M | 2.7% | −136 | Reduced |
| 7 | Microsoft Corp | 14.9K | $7.20M | 2.1% | +28 | Added |
| 8 | Invesco Exch Traded Fd Tr II | 590.0K | $6.63M | 2.0% | −6.0K | Reduced |
| 9 | J P Morgan Exchange Traded F | 54.8K | $5.96M | 1.8% | +1.0K | Added |
| 10 | J P Morgan Exchange Traded F | 111.4K | $5.42M | 1.6% | +2.1K | Added |
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