Menlo Park, CACIK 14533814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
140 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 19.78M | $1.24B | 27.4% | −977.3K | Reduced |
| 2 | Ishares Tr | 1.62M | $1.11B | 24.5% | −13.0K | Reduced |
| 3 | Ishares Tr | 2.52M | $531.04M | 11.8% | 0 | Held |
| 4 | Nike Inc |
| 4.88M |
| $311.11M |
| 6.9% |
| +4.69M |
| Added |
| 5 | Vanguard Intl Equity Index F | 5.68M | $305.28M | 6.8% | −853.1K | Reduced |
| 6 | Schwab Strategic Tr | 5.90M | $156.33M | 3.5% | −1.24M | Reduced |
| 7 | Vanguard Index Fds | 100.4K | $62.94M | 1.4% | −3.6K | Reduced |
| 8 | Ishares Tr | 321.7K | $58.29M | 1.3% | 0 | Held |
| 9 | Roblox Corp | 592.3K | $47.99M | 1.1% | −147.1K | Reduced |
| 10 | Alphabet Inc | 144.7K | $45.40M | 1.0% | −20 | Reduced |
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