Santa Barbara, CACIK 16453824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
701 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 981.2K | $478.70M | 9.8% | −41.7K | Reduced |
| 2 | Vanguard Index Fds | 2.40M | $459.31M | 9.4% | +1.2K | Added |
| 3 | Ishares Tr | 3.28M | $293.21M | 6.0% | −1.27M | Reduced |
| 4 | Vanguard Index Fds |
| 1.12M |
| $289.85M |
| 5.9% |
| +7.1K |
| Added |
| 5 | Apple Inc | 937.2K | $254.80M | 5.2% | −18.7K | Reduced |
| 6 | Microsoft Corp | 421.2K | $203.71M | 4.2% | +12.0K | Added |
| 7 | Nvidia Corporation | 903.2K | $168.46M | 3.4% | −23.6K | Reduced |
| 8 | American Centy ETF Tr | 1.46M | $119.79M | 2.4% | +1.46M | New |
| 9 | Vanguard Index Fds | 328.1K | $110.01M | 2.2% | −19.3K | Reduced |
| 10 | Amazon Com Inc | 344.6K | $79.55M | 1.6% | −9.3K | Reduced |
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