Walnut Creek, CACIK 16288964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 1.00M | $84.03M | 11.3% | −11.4K | Reduced |
| 2 | Capital Grp Fixed Incm ETF T | 2.31M | $63.75M | 8.6% | +139.0K | Added |
| 3 | Schwab Strategic Tr | 1.10M | $49.91M | 6.7% | +42.5K | Added |
| 4 | Vanguard Whitehall Fds |
| 431.3K |
| $39.44M |
| 5.3% |
| +13.2K |
| Added |
| 5 | Vanguard Whitehall Fds | 410.0K | $36.90M | 5.0% | +15.8K | Added |
| 6 | Ishares Tr | 718.3K | $36.33M | 4.9% | +632.5K | Added |
| 7 | Vanguard World Fd | 197.3K | $27.85M | 3.8% | −936 | Reduced |
| 8 | Vanguard Specialized Funds | 117.0K | $25.71M | 3.5% | +2.3K | Added |
| 9 | Vanguard World Fd | 88.0K | $25.33M | 3.4% | +2.0K | Added |
| 10 | Schwab Strategic Tr | 876.1K | $24.03M | 3.2% | +7.7K | Added |
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