San Francisco, CACIK 10801734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 52.6K | $25.43M | 7.1% | −1.7K | Reduced |
| 2 | Vanguard Malvern Fds | 410.4K | $20.30M | 5.7% | −33.1K | Reduced |
| 3 | Alphabet Inc | 58.0K | $18.17M | 5.1% | −409 | Reduced |
| 4 | Vanguard Index Fds |
| 20.3K |
| $12.76M |
| 3.6% |
| −1.1K |
| Reduced |
| 5 | Automatic Data Processing In | 49.0K | $12.61M | 3.5% | −160 | Reduced |
| 6 | Jpmorgan Chase & Co. | 38.2K | $12.32M | 3.4% | −403 | Reduced |
| 7 | Vanguard Scottsdale Fds | 145.2K | $11.58M | 3.2% | −6.2K | Reduced |
| 8 | Schwab Strategic Tr | 495.4K | $11.38M | 3.2% | +149.7K | Added |
| 9 | Amgen Inc | 32.0K | $10.47M | 2.9% | −226 | Reduced |
| 10 | Johnson & Johnson | 45.0K | $9.31M | 2.6% | +5 | Added |
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