Los Angeles, CACIK 15858594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
859 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 13.93M | $334.96M | 4.8% | +945.9K | Added |
| 2 | Spdr Series Trust | 3.20M | $256.64M | 3.7% | +402.9K | Added |
| 3 | Vanguard Bd Index Fds | 3.03M | $224.60M | 3.2% | −352.5K | Reduced |
| 4 | Apple Inc |
| 751.5K |
| $204.32M |
| 2.9% |
| +3.0K |
| Added |
| 5 | Microsoft Corp | 420.9K | $203.57M | 2.9% | +5.6K | Added |
| 6 | Ishares Tr | 1.80M | $171.02M | 2.5% | +13.9K | Added |
| 7 | Invesco Qqq Tr | 251.4K | $154.42M | 2.2% | −12.0K | Reduced |
| 8 | Spdr Series Trust | 1.57M | $143.49M | 2.1% | +771.6K | Added |
| 9 | Ishares Tr | 1.90M | $135.61M | 1.9% | +18.7K | Added |
| 10 | Goldman Sachs ETF Tr | 1.28M | $127.97M | 1.8% | −1.24M | Reduced |
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