Sacramento, CACIK 17314454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 161.1K | $30.77M | 12.2% | +4.2K | Added |
| 2 | Vanguard Index Fds | 62.5K | $30.51M | 12.1% | −548 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 257.9K | $16.11M | 6.4% | +7.2K | Added |
| 4 | Vanguard Index Fds |
| 55.1K |
| $16.00M |
| 6.3% |
| +3.0K |
| Added |
| 5 | Vanguard Scottsdale Fds | 173.7K | $14.55M | 5.8% | +190 | Added |
| 6 | T Rowe Price ETF Inc | 291.1K | $12.53M | 5.0% | +23.9K | Added |
| 7 | Vanguard Index Fds | 29.3K | $8.84M | 3.5% | +208 | Added |
| 8 | Vanguard Index Fds | 37.6K | $7.97M | 3.2% | +775 | Added |
| 9 | First Tr Exchange-Traded Fd | 143.7K | $6.62M | 2.6% | +4.8K | Added |
| 10 | Ishares Tr | 29.0K | $6.10M | 2.4% | +381 | Added |
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