Los Angeles, CACIK 16250085 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 86.2K | $56.93M | 48.8% | −110 | Reduced |
| 2 | Dimensional ETF Trust | 452.4K | $33.55M | 28.8% | +14.1K | Added |
| 3 | Dimensional ETF Trust | 102.2K | $4.76M | 4.1% | +20.9K | Added |
| 4 | Dimensional ETF Trust |
| 71.3K |
| $3.56M |
| 3.0% |
| +15.2K |
| Added |
| 5 | Kayne Anderson Bdc Inc | 203.3K | $2.91M | 2.5% | 0 | Held |
| 6 | Dimensional ETF Trust | 45.9K | $2.73M | 2.3% | +11.1K | Added |
| 7 | Dimensional ETF Trust | 31.6K | $2.20M | 1.9% | +6.5K | Added |
| 8 | Amazon Com Inc | 6.4K | $1.48M | 1.3% | +1.0K | Added |
| 9 | Kayne Anderson Energy Infrst | 94.7K | $1.17M | 1.0% | +32.7K | Added |
| 10 | Apple Inc | 4.2K | $1.15M | 1.0% | 0 | Held |
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