0001802655-23-000013.txt : 20231114 0001802655-23-000013.hdr.sgml : 20231114 20231114151644 ACCESSION NUMBER: 0001802655-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Texas Capital Bank Wealth Management Services Inc CENTRAL INDEX KEY: 0001802655 IRS NUMBER: 743041348 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19962 FILM NUMBER: 231405051 BUSINESS ADDRESS: STREET 1: 2000 MCKINNEY AVE STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 2149326846 MAIL ADDRESS: STREET 1: 2000 MCKINNEY AVE STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001802655 XXXXXXXX 09-30-2023 09-30-2023 false Texas Capital Bank Wealth Management Services Inc
2000 McKinney Ave Suite 1800 Dallas TX 75201
13F HOLDINGS REPORT 028-19962 N
Cynthia Yeldell-Scott Director, Private Wealth Operations Manager 214-210-3057 Cynthia Yeldell-Scott Dallas TX 11-14-2023 0 217 791879582 false
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BOND9219378276520258674SHSOLE867400VANGUARD BD INDEX FDSTOTAL BND MRKT9219378354205676027SHSOLE602700VANGUARD INDEX FDSVALUE ETF9229087447918395741SHSOLE574100VANGUARD INDEX FDSMID CAP ETF922908629719243434539SHSOLE3453900VANGUARD INDEX FDSREAL ESTATE ETF9229085532876073801SHSOLE380100VANGUARD INDEX FDSSMALL CP ETF9229087515418752866SHSOLE286600VANGUARD INDEX FDSTOTAL STK MKT9229087697181583381SHSOLE338100VANGUARD INDEX FDSLARGE CAP ETF9229086371619863182777SHSOLE8277700VANGUARD INDEX FDSS&P 500 ETF SHS922908363174247883443718SHSOLE424241194770VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285886133221967SHSOLE2196700VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277555214810645SHSOLE1064500VANGUARD MUN BD FDSTAX EXEMPT BD9229077466157618128017SHSOLE1270459720VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102132891123071SHSOLE1846546060VANGUARD SCOTTSDALE FDSVNG RUS2000IDX92206C6643946355524SHSOLE552400VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385817945180410457SHSOLE41045700VANGUARD 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