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13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Houston, TX
CIK
0001718732
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 391 880,168 IVV, ACN, IUSB, EFV 13F-HR 11/14/2023 000171873223000003
Q2 2023 13F-HR 8/3/2023 000171873223000002
Q1 2023 421 918,744 IVV, ACN, IUSB, ESGU 13F-HR 5/11/2023 000171873223000001
Q2 2022 296 836,147 IVV, ACN, ESGU, MUB 13F-HR 7/19/2022 000171873222000003
Q1 2022 329 1,005,417 IVV, ACN, ESGU, MSFT 13F-HR 4/19/2022 000171873222000002
Q4 2021 321 997,262 ACN, IVV, ESGU, EFG 13F-HR 1/18/2022 000171873222000001
Q3 2021 338 947,072 ACN, ESGU, IVV, MSFT 13F-HR 11/15/2021 000171873221000004
Q2 2021 349 932,224 ACN, IVV, ESGU, MSFT 13F-HR 7/30/2021 000171873221000003
Q1 2021 331 798,721 ACN, IVV, ESGU, MSFT 13F-HR 4/26/2021 000171873221000002
Q4 2020 273 632,971 ACN, IVV, ESGU, MUB 13F-HR 2/8/2021 000171873221000001
Q3 2020 248 517,715 ACN, IVV, ESGU, MUB 13F-HR 10/22/2020 000171873220000004
Q2 2020 257 412,947 ACN, IVV, MUB, ESGU 13F-HR 7/14/2020 000171873220000003
Q1 2020 153 253,562 ACN, IVV, MUB, GOVT 13F-HR 4/17/2020 000171873220000002
Q4 2019 176 316,083 ACN, IVV, MUB, IEFA 13F-HR 1/29/2020 000171873220000001
Q3 2019 165 292,320 ACN, IVV, MUB, IEFA 13F-HR 10/24/2019 000171873219000006
Q2 2019 163 282,674 ACN, IVV, MUB, ITOT 13F-HR 8/13/2019 000171873219000005
Q1 2019 920 267,624 ACN, IVV, MUB, IEFA 13F-HR 5/9/2019 000171873219000002
Q4 2018 217 207,197 ACN, IVV, IEFA, EPD 13F-HR 2/14/2019 000171873219000001
Q3 2018 271 239,778 ACN, IVV, EPD, IEFA 13F-HR 11/14/2018 000171873218000004
Q2 2018 836 237,885 ACN, IVV, EPD, IEFA 13F-HR 8/13/2018 000171873218000003
Q1 2018 254 186,608 ACN, IVV, EPD, IEMG 13F-HR 5/15/2018 000171873218000002
Q4 2017 882 201,871 ACN, EPD, IEMG, MMP 13F-HR 2/13/2018 000171873218000001