Santa Monica, CACIK 15356954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.18M | $740.35M | 49.4% | −32.3K | Reduced |
| 2 | Vanguard Star Fds | 2.84M | $214.46M | 14.3% | −461.0K | Reduced |
| 3 | Vanguard Scottsdale Fds | 1.92M | $90.56M | 6.0% | 0 | Held |
| 4 | Vanguard World Fd |
| 218.3K |
| $90.12M |
| 6.0% |
| −142.1K |
| Reduced |
| 5 | Tcw ETF Trust | 801.0K | $64.26M | 4.3% | +71.5K | Added |
| 6 | Ishares Tr | 248.8K | $61.25M | 4.1% | +24.7K | Added |
| 7 | Ishares Tr | 795.5K | $56.81M | 3.8% | +795.5K | New |
| 8 | Vanguard Scottsdale Fds | 712.4K | $54.04M | 3.6% | −388.5K | Reduced |
| 9 | Ishares Inc | 373.0K | $30.12M | 2.0% | 0 | Held |
| 10 | Vanguard World Fd | 172.9K | $20.91M | 1.4% | +82.7K | Added |
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