San Francisco, CACIK 15892824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
223 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 101.3K | $70.30M | 8.5% | +499 | Added |
| 2 | Vanguard Index Fds | 89.2K | $56.80M | 6.9% | +14.2K | Added |
| 3 | Vanguard Mun Bd Fds | 1.04M | $52.41M | 6.3% | +363.5K | Added |
| 4 | Ishares Tr |
| 458.4K |
| $45.94M |
| 5.6% |
| +47.8K |
| Added |
| 5 | Ishares Tr | 434.0K | $40.14M | 4.9% | +131.0K | Added |
| 6 | Ishares Tr | 245.0K | $26.40M | 3.2% | +1.1K | Added |
| 7 | Vanguard Tax-Managed Fds | 372.0K | $24.17M | 2.9% | +58.3K | Added |
| 8 | Spdr Series Trust | 252.5K | $23.10M | 2.8% | −97.9K | Reduced |
| 9 | Freshpet Inc | 347.3K | $21.97M | 2.7% | +10.3K | Added |
| 10 | Schwab Strategic Tr | 762.0K | $19.78M | 2.4% | +42.6K | Added |
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