Tulsa, OKCIK 21099441 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 137.8K | $10.86M | 10.7% | +137.8K | New Position |
| 2 | Victory Portfolios II | 221.8K | $10.50M | 10.4% | +221.8K | New Position |
| 3 | Vanguard Index Fds | 15.4K | $9.67M | 9.5% | +15.4K | New Position |
| 4 |
| Vanguard Index Fds |
| 37.7K |
| $7.98M |
| 7.9% |
| +37.7K |
| New Position |
| 5 | Dimensional ETF Trust | 141.5K | $5.60M | 5.5% | +141.5K | New Position |
| 6 | American Centy ETF Tr | 52.0K | $4.89M | 4.8% | +52.0K | New Position |
| 7 | Schwab Strategic Tr | 91.1K | $4.12M | 4.1% | +91.1K | New Position |
| 8 | Ea Series Trust | 73.1K | $3.75M | 3.7% | +73.1K | New Position |
| 9 | Pnc Finl Svcs Group Inc | 15.3K | $3.19M | 3.1% | +15.3K | New Position |
| 10 | Vanguard Index Fds | 16.0K | $3.06M | 3.0% | +16.0K | New Position |
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