Marina Del Rey, CACIK 16598514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 344.0K | $115.34M | 24.2% | −4.1K | Reduced |
| 2 | Blue Owl Technology Fin Corp | 5.91M | $85.92M | 18.0% | −15.0K | Reduced |
| 3 | Ishares Tr | 1.05M | $70.39M | 14.8% | 0 | Held |
| 4 | Vanguard Scottsdale Fds |
| 205.5K |
| $61.72M |
| 13.0% |
| −30.4K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 770.2K | $48.11M | 10.1% | 0 | Held |
| 6 | Vanguard Scottsdale Fds | 772.0K | $46.27M | 9.7% | 0 | Held |
| 7 | Vanguard Intl Equity Index F | 208.3K | $11.20M | 2.4% | 0 | Held |
| 8 | Spdr S&P 500 ETF Tr | 12.2K | $8.32M | 1.7% | 0 | Held |
| 9 | Cvb Finl Corp | 412.2K | $7.67M | 1.6% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 90.2K | $7.19M | 1.5% | 0 | Held |
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