San Antonio, TXCIK 21094721 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 53.2K | $16.76M | 13.6% | +53.2K | New Position |
| 2 | Vanguard Tax-Managed Fds | 195.8K | $12.23M | 9.9% | +195.8K | New Position |
| 3 | Vanguard Index Fds | 32.0K | $9.28M | 7.5% | +32.0K | New Position |
| 4 |
| J P Morgan Exchange Traded F |
| 170.8K |
| $8.70M |
| 7.1% |
| +170.8K |
| New Position |
| 5 | Vanguard Intl Equity Index F | 123.5K | $6.64M | 5.4% | +123.5K | New Position |
| 6 | Berkshire Hathaway Inc Del | 12.5K | $6.27M | 5.1% | +12.5K | New Position |
| 7 | Vanguard Bd Index Fds | 69.5K | $5.15M | 4.2% | +69.5K | New Position |
| 8 | Vanguard Index Fds | 26.8K | $5.13M | 4.2% | +26.8K | New Position |
| 9 | Vanguard Index Fds | 17.3K | $4.47M | 3.6% | +17.3K | New Position |
| 10 | Ishares Tr | 62.6K | $4.47M | 3.6% | +62.6K | New Position |
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