Los Angeles, CACIK 16977154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
255 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 534.3K | $145.25M | 14.4% | −2.5K | Reduced |
| 2 | Vanguard Index Fds | 217.2K | $105.98M | 10.5% | +272 | Added |
| 3 | Vanguard Whitehall Fds | 642.1K | $92.16M | 9.1% | +4.2K | Added |
| 4 | Nvidia Corporation |
| 305.4K |
| $56.95M |
| 5.6% |
| +5.2K |
| Added |
| 5 | Vanguard Index Fds | 178.1K | $37.25M | 3.7% | +178.1K | New |
| 6 | Ishares Tr | 51.0K | $34.91M | 3.5% | +9.6K | Added |
| 7 | Alphabet Inc | 97.0K | $30.36M | 3.0% | −377 | Reduced |
| 8 | Microsoft Corp | 47.9K | $23.15M | 2.3% | +1.0K | Added |
| 9 | First Tr Exch Traded Fd III | 998.2K | $18.19M | 1.8% | +547 | Added |
| 10 | Ishares Inc | 258.7K | $17.39M | 1.7% | +9.3K | Added |
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