0001802655-24-000004.txt : 20240513
0001802655-24-000004.hdr.sgml : 20240513
20240513154659
ACCESSION NUMBER: 0001802655-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240513
DATE AS OF CHANGE: 20240513
EFFECTIVENESS DATE: 20240513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Texas Capital Bank Wealth Management Services Inc
CENTRAL INDEX KEY: 0001802655
ORGANIZATION NAME:
IRS NUMBER: 743041348
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19962
FILM NUMBER: 24938740
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
03-31-2024
03-31-2024
false
Texas Capital Bank Wealth Management Services Inc
2000 McKinney Ave
Suite 1800
Dallas
TX
75201
13F HOLDINGS REPORT
028-19962
N
David Lucas
Risk and Compliance Group Manager
945-229-5873
David Lucas
Dallas
TX
05-13-2024
0
205
910363029
false
INFORMATION TABLE
2
information_table.xml
INFORMATION TABLE
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A90138F102122300020000SHSOLE2000000UNITED STS NAT GAS FD LPUNIT PAR9123184091457000100000SHSOLE10000000UNITED STS OIL FD LPUNITS91232N207236190030000SHSOLE3000000UNITEDHEALTH GROUP INCCOM91324P102748969915140SHSOLE147134270VANGUARD ADMIRAL FDS INCMIDCP 400 IDX921932885858052783298SHSOLE8329800VANGUARD BD INDEX FDSSHORT TRM BOND9219378276650368674SHSOLE867400VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352516953465SHSOLE346500VANGUARD INDEX FDSMID CAP ETF922908629795013331818SHSOLE3181800VANGUARD INDEX FDSVALUE ETF9229087449714295965SHSOLE596500VANGUARD INDEX FDSGROWTH ETF922908736232392675SHSOLE593820VANGUARD INDEX FDSLARGE CAP ETF9229086371908297879592SHSOLE7959200VANGUARD INDEX FDSS&P 500 ETF SHS922908363279731965581926SHSOLE555621263060VANGUARD INDEX FDSTOTAL STK MKT92290876913122355049SHSOLE504900VANGUARD INDEX FDSSMALL CP ETF9229087515550172428SHSOLE242800VANGUARD INDEX FDSREAL ESTATE ETF9229085532904023358SHSOLE335800VANGUARD INTL EQUITY INDEX FALLWRLD EX 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INCCL A98978V103645239538132SHSOLE3689712350