Bakersfield, CACIK 17193034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 408.3K | $17.82M | 12.7% | +70 | Added |
| 2 | Capital Group Core Equity Et | 330.9K | $13.31M | 9.5% | +2.7K | Added |
| 3 | Capital Grp Fixed Incm ETF T | 434.6K | $9.84M | 7.0% | +201.6K | Added |
| 4 | Sprott Physical Silver Tr |
| 402.7K |
| $9.52M |
| 6.8% |
| −59.6K |
| Reduced |
| 5 | Capital Grp Fixed Incm ETF T | 339.4K | $9.37M | 6.7% | +141.6K | Added |
| 6 | Capital Group Dividend Growe | 199.5K | $7.11M | 5.1% | +14.7K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 222.4K | $5.60M | 4.0% | −19.6K | Reduced |
| 8 | Capital Group Gbl Growth Eqt | 146.2K | $5.07M | 3.6% | +850 | Added |
| 9 | First Tr Exchange Traded Fd | 238.1K | $4.89M | 3.5% | −1.4K | Reduced |
| 10 | Capital Group Growth ETF | 106.4K | $4.73M | 3.4% | +600 | Added |
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