| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 19 | Q2 2024 | 32.0% |
| ISHARES TR RUS MID CAP ETF | 19 | Q2 2024 | 9.0% |
| ISHARES TR CORE MSCI EAFE | 19 | Q2 2024 | 7.5% |
| NVIDIA CORPORATION | 19 | Q2 2024 | 6.9% |
| APPLE INCORPORATED | 19 | Q2 2024 | 4.5% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 3.0% |
| ISHARES TR S&P 500 GRWT ETF | 19 | Q2 2024 | 5.1% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 3.1% |
| VANGUARD LARGE-CAP ETF | 19 | Q2 2024 | 2.1% |
| ISHARES TR RUS 1000 ETF | 19 | Q2 2024 | 2.7% |
View Texas Capital Bank Wealth Management Services Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-02 |
View Texas Capital Bank Wealth Management Services Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.