San Francisco, CACIK 14758964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,125 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.35M | $172.25M | 11.3% | +88.3K | Added |
| 2 | Dimensional ETF Trust | 2.60M | $154.81M | 10.2% | +87.1K | Added |
| 3 | Dimensional ETF Trust | 2.65M | $89.50M | 5.9% | +54.6K | Added |
| 4 | Dimensional ETF Trust |
| 2.52M |
| $86.84M |
| 5.7% |
| +142.9K |
| Added |
| 5 | Dimensional ETF Trust | 2.62M | $86.54M | 5.7% | +39.9K | Added |
| 6 | Dimensional ETF Trust | 1.96M | $64.01M | 4.2% | −83.9K | Reduced |
| 7 | Dimensional ETF Trust | 699.9K | $51.91M | 3.4% | +1.8K | Added |
| 8 | Dimensional ETF Trust | 1.24M | $47.06M | 3.1% | −13.6K | Reduced |
| 9 | Invesco Exch Trd Slf Idx Fd | 1.42M | $27.74M | 1.8% | +67.7K | Added |
| 10 | Apple Inc | 96.6K | $26.25M | 1.7% | −897 | Reduced |
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