San Diego, CACIK 17169834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 679.8K | $50.36M | 21.3% | +679.8K | New |
| 2 | Invesco Exchange Traded Fd T | 171.5K | $32.86M | 13.9% | +114.8K | Added |
| 3 | Vanguard Specialized Funds | 104.8K | $23.04M | 9.7% | +45.7K | Added |
| 4 | Ishares Tr |
| 231.9K |
| $22.30M |
| 9.4% |
| +11.3K |
| Added |
| 5 | Spdr Index Shs Fds | 243.6K | $22.09M | 9.3% | −5.3K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 21.0K | $14.29M | 6.0% | −18.0K | Reduced |
| 7 | Wisdomtree Tr | 338.3K | $10.59M | 4.5% | +138.1K | Added |
| 8 | Vanguard Scottsdale Fds | 173.8K | $10.42M | 4.4% | +173.8K | New |
| 9 | Pimco ETF Tr | 105.3K | $9.80M | 4.1% | −108.0K | Reduced |
| 10 | Vanguard Malvern Fds | 186.0K | $9.20M | 3.9% | +153.3K | Added |
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