Los Angeles, CACIK 13139981 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 237.3K | $14.82M | 17.1% | +237.3K | New Position |
| 2 | Schwab Strategic Tr | 360.4K | $9.81M | 11.3% | +360.4K | New Position |
| 3 | Vanguard Specialized Funds | 39.9K | $8.77M | 10.1% | +39.9K | New Position |
| 4 |
| Wisdomtree Tr |
| 120.0K |
| $6.87M |
| 7.9% |
| +120.0K |
| New Position |
| 5 | Vanguard Whitehall Fds | 49.5K | $4.52M | 5.2% | +49.5K | New Position |
| 6 | American Centy ETF Tr | 39.8K | $3.74M | 4.3% | +39.8K | New Position |
| 7 | Vanguard Bd Index Fds | 47.3K | $3.50M | 4.0% | +47.3K | New Position |
| 8 | Ishares Tr | 28.9K | $3.48M | 4.0% | +28.9K | New Position |
| 9 | Spdr Index Shs Fds | 50.4K | $3.13M | 3.6% | +50.4K | New Position |
| 10 | Ishares Tr | 114.2K | $2.85M | 3.3% | +114.2K | New Position |
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