Orange, CACIK 17235144 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 | Series Portfolios Tr | 735.8K | $19.48M | 8.2% | −37.6K | Reduced |
| 2 | Vanguard Index Fds | 29.1K | $18.26M | 7.7% | −5.6K | Reduced |
| 3 | Janus Detroit Str Tr | 326.7K | $17.01M | 7.2% | −3.3K | Reduced |
| 4 | Schwab Strategic Tr |
| 706.5K |
| $16.98M |
| 7.2% |
| −43.8K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 20 | $15.10M | 6.4% | 0 | Held |
| 6 | Alps ETF Tr | 450.6K | $11.75M | 5.0% | −8.4K | Reduced |
| 7 | Schwab Strategic Tr | 411.7K | $11.08M | 4.7% | +6.7K | Added |
| 8 | Vanguard Whitehall Fds | 100.3K | $9.03M | 3.8% | −11.5K | Reduced |
| 9 | Vanguard Whitehall Fds | 57.2K | $8.20M | 3.5% | −4.8K | Reduced |
| 10 | Schwab Strategic Tr | 300.4K | $8.17M | 3.4% | +6.5K | Added |
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