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CIK 0000806097 • 7 13F filings • May 7, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $5.3M | 1.3%Prev: 1.6% | 15,197 SH | Decreased-1,509 SH |
| ALPHABET INC | CAP STK CL C | $10.1M | 2.5%Prev: 2.1% | 32,237 SH | Increased+46 SH |
| AMAZON COM INC | COM | $7.1M | 1.7%Prev: 1.7% | 30,616 SH | Increased+1,342 SH |
| APPLE INC | COM | $4.9M | 1.2%Prev: 1.2% | 18,130 SH | Increased+327 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $209K | 0.1%Prev: 0.1% | 415 SH | Decreased |
| BRISTOL-MYERS SQUIBB CO | COM | $757K | 0.2%Prev: 0.2% | 14,037 SH | Increased-8 SH |
| BROADCOM INC | COM | $3.3M | 0.8%Prev: 0.1% | 9,397 SH | Increased+8,530 SH |
| CARRIER GLOBAL CORPORATION | COM | $634K | 0.2%Prev: 0.2% | 12,000 SH | Decreased |
| COCA COLA CO | COM | $1.8M | 0.4%Prev: 0.5% | 25,785 SH | Increased |
| COINBASE GLOBAL INC | COM CL A | $756K | 0.2%Prev: 0.3% | 3,344 SH | Decreased-273 SH |
| COMSTOCK RES INC | COM | $350K | 0.1%Prev: 0.1% | 15,090 SH | Increased |
| CORPAY INC | COM SHS | $6.6M | 1.6%Prev: 1.5% | 22,095 SH | Increased+3,287 SH |
| CSX CORP | COM | $2.0M | 0.5%Prev: 0.5% | 54,000 SH | Increased |
| DEERE & CO | COM | $6.0M | 1.5%Prev: 1.4% | 12,816 SH | Increased+1,070 SH |
| EXXON MOBIL CORP | COM | $532K | 0.1%Prev: 0.1% | 4,424 SH | Increased |
| FEDEX CORP | COM | $337K | 0.1%Prev: 0.1% | 1,167 SH | Increased |
| FORTINET INC | COM | $3.7M | 0.9%Prev: 1.0% | 46,668 SH | Decreased+2,041 SH |
| GE AEROSPACE | COM NEW | $1.5M | 0.4%Prev: 0.4% | 4,838 SH | Increased |
| GE VERNOVA INC | COM | $790K | 0.2%Prev: 0.2% | 1,209 SH | Increased |
| GENERAC HLDGS INC | COM | $3.9M | 1.0%Prev: 1.2% | 28,600 SH | Decreased+2,080 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.2M | 0.5%Prev: 0.6% | 7,315 SH | Increased |
| IQVIA HLDGS INC | COM | $6.6M | 1.6%Prev: 1.5% | 29,288 SH | Increased+309 SH |
| ISHARES INC | MSCI CDA ETF | $1.6M | 0.4%Prev: 0.4% | 30,490 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $3.5M | 0.9%Prev: 0.9% | 47,470 SH | Increased |
| ISHARES INC | MSCI JAPAN ETF | $4.6M | 1.1% | 57,100 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $11.8M | 2.9%Prev: 2.9% | 122,937 SH | Increased+11,782 SH |
| ISHARES TR | CORE HIGH DV ETF | $486K | 0.1%Prev: 0.1% | 4,000 SH | Decreased |
| ISHARES TR | CORE MSCI EURO | $8.9M | 2.2%Prev: 2.3% | 124,700 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $20.2M | 5.0%Prev: 5.0% | 305,357 SH | Increased+20,325 SH |
| ISHARES TR | CORE S&P SCP ETF | $13.7M | 3.4%Prev: 3.5% | 114,082 SH | Increased+3,166 SH |
| ISHARES TR | CORE S&P TTL STK | $1.2M | 0.3%Prev: 0.3% | 8,100 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $35.2M | 8.7%Prev: 9.1% | 51,435 SH | Increased+786 SH |
| ISHARES TR | CORE US AGGBD ET | $209K | 0.1% | 2,092 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $378K | 0.1%Prev: 0.1% | 7,430 SH | Decreased |
| ISHARES TR | INTL EQTY FACTOR | $10.2M | 2.5%Prev: 2.6% | 270,992 SH | Increased+4,153 SH |
| ISHARES TR | INTRM GOV CR ETF | $24.3M | 6.0%Prev: 5.6% | 226,003 SH | Increased+32,637 SH |
| ISHARES TR | ISHS 5-10YR INVT | $250K | 0.1%Prev: 0.1% | 4,649 SH | Decreased-280 SH |
| ISHARES TR | RUS 1000 GRW ETF | $4.0M | 1.0%Prev: 1.1% | 8,390 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $712K | 0.2%Prev: 0.2% | 5,200 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $320K | 0.1%Prev: 0.1% | 1,300 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $896K | 0.2%Prev: 0.2% | 7,272 SH | Increased |
| ISHARES TR | TIPS BD ETF | $15.8M | 3.9%Prev: 3.7% | 143,647 SH | Increased+19,457 SH |
| ISHARES TR | U.S. TECH ETF | $1.8M | 0.5%Prev: 0.5% | 9,200 SH | Increased |
| ISHARES TR | US HLTHCARE ETF | $326K | 0.1%Prev: 0.1% | 5,000 SH | Increased |
| ISHARES U S ETF TR | SHORT DURATION B | $353K | 0.1%Prev: 0.1% | 6,900 SH | Decreased |
| KEYSIGHT TECHNOLOGIES INC | COM | $7.6M | 1.9%Prev: 1.7% | 37,553 SH | Increased+1,388 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $267K | 0.1%Prev: 0.1% | 910 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $507K | 0.1%Prev: 0.1% | 1,048 SH | Decreased+1 SH |
| MCDONALDS CORP | COM | $200K | 0.0%Prev: 0.1% | 656 SH | Decreased-32 SH |
| META PLATFORMS INC | CL A | $6.4M | 1.6%Prev: 1.7% | 9,620 SH | Increased+1,022 SH |
| MICROSOFT CORP | COM | $259K | 0.1%Prev: 0.1% | 536 SH | Decreased-75 SH |
| NICE LTD | SPONSORED ADR | $2.1M | 0.5%Prev: 0.9% | 18,481 SH | Decreased-5,141 SH |
| NVIDIA CORPORATION | COM | $3.7M | 0.9%Prev: 0.1% | 19,642 SH | Increased+17,800 SH |
| OTIS WORLDWIDE CORP | COM | $525K | 0.1%Prev: 0.1% | 6,007 SH | Decreased |
| PEPSICO INC | COM | $249K | 0.1%Prev: 0.1% | 1,733 SH | Increased |
| PFIZER INC | COM | $258K | 0.1%Prev: 0.1% | 10,359 SH | Decreased |
| QUANTA SVCS INC | COM | $4.1M | 1.0%Prev: 1.1% | 9,801 SH | Increased+22 SH |
| REGIONS FINANCIAL CORP NEW | COM | $474K | 0.1%Prev: 0.1% | 17,480 SH | Increased |
| RESMED INC | COM | $2.7M | 0.7%Prev: 0.7% | 11,262 SH | Increased+2,041 SH |
| RTX CORPORATION | COM | $2.2M | 0.6%Prev: 0.5% | 12,219 SH | Increased |
| SALESFORCE INC | COM | $6.2M | 1.5%Prev: 1.4% | 23,491 SH | Increased+1,328 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $627K | 0.2%Prev: 0.1% | 25,011 SH | Increased+4,031 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $523K | 0.1%Prev: 0.1% | 16,507 SH | Decreased+241 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $833K | 0.2%Prev: 0.2% | 30,361 SH | Decreased-324 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $6.0M | 1.5%Prev: 1.6% | 210,087 SH | Decreased-5,783 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.3M | 0.6% | 15,704 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $421K | 0.1%Prev: 0.1% | 877 SH | Increased |
| TEXAS PACIFIC LAND CORPORATI | COM | $2.2M | 0.5%Prev: 0.6% | 7,690 SH | Decreased+5,179 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $6.2M | 1.5%Prev: 1.3% | 10,782 SH | Increased+409 SH |
| ULTA BEAUTY INC | COM | $6.5M | 1.6%Prev: 1.5% | 10,726 SH | Increased+454 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.6M | 1.4%Prev: 1.6% | 19,410 SH | Decreased-558 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.3%Prev: 0.4% | 2,207 SH | Increased-44 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $276K | 0.1%Prev: 0.1% | 823 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14.9M | 3.7%Prev: 3.8% | 277,313 SH | Increased+13,565 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $31.7M | 7.8%Prev: 7.7% | 378,354 SH | Increased+35,444 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $39.2M | 9.7%Prev: 9.2% | 627,592 SH | Increased+56,498 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $697K | 0.2%Prev: 0.2% | 4,855 SH | Increased |
| VISA INC | COM CL A | $5.0M | 1.2%Prev: 1.0% | 14,326 SH | Increased+3,320 SH |
| WALMART INC | COM | $9.0M | 2.2%Prev: 2.2% | 80,847 SH | Increased-400 SH |
| WORKDAY INC | CL A | $2.7M | 0.7%Prev: 0.9% | 12,781 SH | Decreased-908 SH |
| 13F-HR |
| 0000806097-26-000004 |
| $445.6M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0000806097-25-000008 | $347.8M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0000806097-26-000003 | $401.9M | View |
| May 7, 2025 | Q1 2025 | 13F-HR/A | 0000806097-25-000005 | $322.9M | View |