Dallas, TXCIK 21119801 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 62.7K | $21.03M | 15.8% | +62.7K | New Position |
| 2 | Vanguard Mun Bd Fds | 395.8K | $19.90M | 15.0% | +395.8K | New Position |
| 3 | Ishares Tr | 13.2K | $9.01M | 6.8% | +13.2K | New Position |
| 4 |
| 117.1K |
| $8.67M |
| 6.5% |
| +117.1K |
| New Position |
| 5 | Spdr S&P 500 ETF Tr | 11.8K | $8.04M | 6.0% | +11.8K | New Position |
| 6 | Vanguard Tax-Managed Fds | 123.8K | $7.73M | 5.8% | +123.8K | New Position |
| 7 | Apple Inc | 19.6K | $5.33M | 4.0% | +19.6K | New Position |
| 8 | Invesco Exchange Traded Fd T | 18.1K | $3.47M | 2.6% | +18.1K | New Position |
| 9 | Ishares Tr | 34.8K | $3.28M | 2.5% | +34.8K | New Position |
| 10 | Ishares Tr | 9.9K | $2.44M | 1.8% | +9.9K | New Position |
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