Dallas, TXCIK 21070797 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 477.6K | $14.36M | 10.6% | +11.6K | Added |
| 2 | Schwab Strategic Tr | 360.0K | $11.74M | 8.7% | −1.1K | Reduced |
| 3 | Schwab Strategic Tr | 262.8K | $7.21M | 5.3% | −9.4K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 12.2K |
| $6.14M |
| 4.5% |
| +225 |
| Added |
| 5 | Schwab Strategic Tr | 208.7K | $5.94M | 4.4% | +239 | Added |
| 6 | Vanguard Bd Index Fds | 76.4K | $5.66M | 4.2% | +3.0K | Added |
| 7 | Ea Series Trust | 107.2K | $5.50M | 4.1% | +17 | Added |
| 8 | Capital Southwest Corp | 217.1K | $4.81M | 3.6% | +10.8K | Added |
| 9 | Schwab Strategic Tr | 194.9K | $4.68M | 3.5% | +1.6K | Added |
| 10 | Vanguard Intl Equity Index F | 31.7K | $4.54M | 3.4% | +830 | Added |
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