San Mateo, CACIK 17125334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 641.4K | $122.49M | 20.6% | −753 | Reduced |
| 2 | Apple Inc | 388.1K | $105.52M | 17.8% | +12.6K | Added |
| 3 | Vanguard Index Fds | 141.2K | $68.88M | 11.6% | −2.6K | Reduced |
| 4 | Ishares Tr |
| 608.3K |
| $54.41M |
| 9.2% |
| −1.1K |
| Reduced |
| 5 | American Centy ETF Tr | 453.2K | $42.58M | 7.2% | −3.5K | Reduced |
| 6 | Vanguard Index Fds | 100.8K | $30.44M | 5.1% | +138 | Added |
| 7 | Vanguard Index Fds | 124.5K | $26.38M | 4.4% | +264 | Added |
| 8 | Spdr S&P 500 ETF Tr | 34.9K | $23.77M | 4.0% | 0 | Held |
| 9 | Vanguard Malvern Fds | 405.0K | $20.03M | 3.4% | +5.5K | Added |
| 10 | Ishares Tr | 141.4K | $13.58M | 2.3% | 0 | Held |
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