San Francisco, CACIK 15543084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 841.0K | $74.42M | 26.6% | +7.8K | Added |
| 2 | Spdr S&P 500 ETF Tr | 75.6K | $51.58M | 18.4% | +440 | Added |
| 3 | Equity Residential | 324.1K | $20.43M | 7.3% | +2.8K | Added |
| 4 | Prologis Inc. |
| 147.8K |
| $18.87M |
| 6.7% |
| +1.2K |
| Added |
| 5 | Vanguard Index Fds | 46.9K | $15.71M | 5.6% | −4.4K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 231.0K | $14.43M | 5.2% | −13.9K | Reduced |
| 7 | Equity Lifestyle Pptys Inc | 194.9K | $11.81M | 4.2% | +1.6K | Added |
| 8 | Vanguard Intl Equity Index F | 70.5K | $9.94M | 3.6% | +171 | Added |
| 9 | Enterprise Prods Partners L | 302.1K | $9.69M | 3.5% | 0 | Held |
| 10 | Public Storage Oper Co | 30.2K | $7.83M | 2.8% | +342 | Added |
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