Menlo Park, CACIK 15751514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
204 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 206.5K | $20.63M | 8.0% | +11.5K | Added |
| 2 | Apple Inc | 58.1K | $15.79M | 6.1% | −3.2K | Reduced |
| 3 | Ishares Tr | 295.4K | $13.75M | 5.3% | +1.0K | Added |
| 4 | Microsoft Corp |
| 25.3K |
| $12.26M |
| 4.8% |
| −2.0K |
| Reduced |
| 5 | Ishares Tr | 133.7K | $11.96M | 4.6% | +361 | Added |
| 6 | J P Morgan Exchange Traded F | 160.8K | $8.13M | 3.2% | +224 | Added |
| 7 | Goldman Sachs ETF Tr | 157.9K | $7.97M | 3.1% | +4.1K | Added |
| 8 | Nvidia Corporation | 41.4K | $7.71M | 3.0% | −4.9K | Reduced |
| 9 | Oracle Corp | 28.1K | $5.49M | 2.1% | −290 | Reduced |
| 10 | Jpmorgan Chase & Co. | 17.0K | $5.47M | 2.1% | −629 | Reduced |
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