Irvine, CACIK 14251654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
191 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 6.17M | $165.94M | 15.2% | −238.6K | Reduced |
| 2 | Vanguard Bd Index Fds | 1.03M | $76.55M | 7.0% | +19.6K | Added |
| 3 | Apple Inc | 236.4K | $64.26M | 5.9% | +2.1K | Added |
| 4 | Vaneck ETF Trust |
| 513.2K |
| $53.15M |
| 4.9% |
| +19.4K |
| Added |
| 5 | Vanguard World Fd | 99.2K | $40.95M | 3.8% | +861 | Added |
| 6 | Spdr Series Trust | 437.4K | $39.97M | 3.7% | +25.2K | Added |
| 7 | Alphabet Inc | 116.4K | $36.42M | 3.3% | −694 | Reduced |
| 8 | Vanguard Tax-Managed Fds | 573.6K | $35.84M | 3.3% | −5.1K | Reduced |
| 9 | Vanguard World Fd | 253.3K | $35.75M | 3.3% | +5.2K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 123.0K | $31.12M | 2.9% | +2.8K | Added |
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