San Francisco, CACIK 14335414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
319 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 627.9K | $430.08M | 12.4% | +29.5K | Added |
| 2 | Ishares Tr | 3.58M | $367.32M | 10.6% | −18.1K | Reduced |
| 3 | Vanguard Index Fds | 1.62M | $343.25M | 9.9% | +93.4K | Added |
| 4 | Ishares Inc |
| 2.41M |
| $285.72M |
| 8.2% |
| −13.6K |
| Reduced |
| 5 | Vanguard Mun Bd Fds | 4.30M | $216.45M | 6.2% | +179.8K | Added |
| 6 | Vanguard Specialized Funds | 954.0K | $209.68M | 6.0% | −14.5K | Reduced |
| 7 | Vanguard Index Fds | 180.2K | $112.99M | 3.2% | +23.0K | Added |
| 8 | Ishares Tr | 915.6K | $81.91M | 2.4% | +76.4K | Added |
| 9 | Ishares Tr | 1.09M | $77.90M | 2.2% | −26.4K | Reduced |
| 10 | Apple Inc | 283.2K | $76.99M | 2.2% | −9.7K | Reduced |
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