All US holdings of this investor are reported in this report. Top holdings included Fidelity Tr 500 Index Ins Prem, XLK, SLB, SPYG, and DFA US Small Cap Value.
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
tim hartzell
cio
houston, Texas
29 Apr 2025
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