account_balance
Investment manager · 13F filer · SEC CIK 9634
Bokf, Na
Reported value$7.25Bas of Jun 30, 2026
Positions1160 199 new, 67 sold out
Top 10 weight32%IWB alone is 7%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IWB
Ishares Russell 1000 Etf
7.2%
VOO
Vanguard S&p 500 Etf
5.9%Added
XOMXXXX
Exxon Mobil Corp
3.4%
AAPL
Apple INC Com
3.1%
VWO
Vanguard Ftse Emerging Markets
2.8%
NVDA
Nvidia Corp
2.5%
AVEM
Avantis Emerging Markets
2.0%Trimmed
MSFT
Microsoft Corp
1.9%Added
IJH
Ishares Core S&p Midcap Etf
1.8%
QQQ
Invesco Qqq Trust Series 1 Etf
1.4%Added
1150 others
68.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed