San Diego, CACIK 15715564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
494 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 1.10M | $746.78M | 12.2% | +60.4K | Added |
| 2 | Vanguard Bd Index Fds | 7.95M | $589.12M | 9.6% | +676.8K | Added |
| 3 | Ishares Tr | 4.60M | $411.20M | 6.7% | +235.4K | Added |
| 4 | Dimensional ETF Trust |
| 5.33M |
| $317.37M |
| 5.2% |
| +371.1K |
| Added |
| 5 | Ishares Tr | 5.64M | $298.01M | 4.9% | +461.9K | Added |
| 6 | Dimensional ETF Trust | 7.55M | $287.13M | 4.7% | +622.9K | Added |
| 7 | Dimensional ETF Trust | 3.10M | $216.28M | 3.5% | +158.1K | Added |
| 8 | Vanguard Index Fds | 2.11M | $187.07M | 3.1% | +128.8K | Added |
| 9 | Dimensional ETF Trust | 4.25M | $168.25M | 2.7% | −54.2K | Reduced |
| 10 | Dimensional ETF Trust | 2.18M | $160.58M | 2.6% | +18.5K | Added |
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