Walnut Creek, CACIK 16078254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
169 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 5.95M | $142.98M | 11.0% | +407.4K | Added |
| 2 | Schwab Strategic Tr | 3.68M | $109.06M | 8.4% | −648.5K | Reduced |
| 3 | Schwab Strategic Tr | 2.70M | $88.15M | 6.8% | +694.0K | Added |
| 4 | Schwab Strategic Tr |
| 2.65M |
| $72.08M |
| 5.6% |
| −9.5K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 745.3K | $58.73M | 4.5% | +27.6K | Added |
| 6 | Nvidia Corporation | 300.9K | $56.11M | 4.3% | +1.0K | Added |
| 7 | Vanguard Tax-Managed Fds | 887.6K | $55.45M | 4.3% | +22.2K | Added |
| 8 | Schwab Strategic Tr | 1.51M | $43.05M | 3.3% | +191.7K | Added |
| 9 | Spdr Series Trust | 1.19M | $35.85M | 2.8% | +30.2K | Added |
| 10 | Spdr Index Shs Fds | 661.9K | $33.40M | 2.6% | +93.0K | Added |
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