Carmel, CACIK 16263794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
326 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.00M | $158.45M | 8.5% | +10.9K | Added |
| 2 | Vanguard Instl Index Fd | 1.90M | $143.63M | 7.7% | +542.4K | Added |
| 3 | Sprott Physical Gold Etv | 4.08M | $134.72M | 7.3% | −458.2K | Reduced |
| 4 | Dimensional ETF Trust |
| 1.16M |
| $80.98M |
| 4.4% |
| +15.5K |
| Added |
| 5 | Dimensional ETF Trust | 2.30M | $75.39M | 4.1% | −46.5K | Reduced |
| 6 | Apple Inc | 265.3K | $72.12M | 3.9% | −32.9K | Reduced |
| 7 | Dimensional ETF Trust | 950.5K | $70.50M | 3.8% | +32.6K | Added |
| 8 | Dimensional ETF Trust | 1.39M | $69.20M | 3.7% | +30.3K | Added |
| 9 | Dimensional ETF Trust | 1.08M | $64.52M | 3.5% | −11.6K | Reduced |
| 10 | Dimensional ETF Trust | 1.33M | $62.11M | 3.4% | +15.3K | Added |
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