San Jose, CACIK 16726814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 214.4K | $30.24M | 11.2% | −19.1K | Reduced |
| 2 | Vanguard Index Fds | 84.7K | $28.38M | 10.5% | −3.6K | Reduced |
| 3 | Vanguard Bd Index Fds | 243.1K | $18.93M | 7.0% | +15.0K | Added |
| 4 | Ishares Tr |
| 185.9K |
| $18.57M |
| 6.9% |
| +12.2K |
| Added |
| 5 | Vanguard Index Fds | 24.0K | $15.04M | 5.6% | −89 | Reduced |
| 6 | Spdr Series Trust | 134.7K | $11.11M | 4.1% | 0 | Held |
| 7 | Spdr Series Trust | 158.9K | $10.51M | 3.9% | −9.5K | Reduced |
| 8 | Ishares Tr | 201.7K | $9.39M | 3.5% | +14.5K | Added |
| 9 | Vanguard Bd Index Fds | 121.9K | $9.03M | 3.3% | +7.7K | Added |
| 10 | Apple Inc | 27.4K | $7.45M | 2.8% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio