Berkeley, CACIK 17319274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 34.6K | $9.42M | 3.0% | +8.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 150.7K | $9.41M | 3.0% | +2.5K | Added |
| 3 | Ishares Tr | 170.7K | $8.61M | 2.7% | −44.7K | Reduced |
| 4 | Blackrock ETF Trust II |
| 164.3K |
| $8.29M |
| 2.6% |
| +10.6K |
| Added |
| 5 | J P Morgan Exchange Traded F | 154.3K | $7.86M | 2.5% | +8.7K | Added |
| 6 | J P Morgan Exchange Traded F | 143.8K | $7.28M | 2.3% | +2.6K | Added |
| 7 | Innovator Deepwater | 91.6K | $7.00M | 2.2% | +1.1K | Added |
| 8 | Nvidia Corporation | 36.6K | $6.82M | 2.2% | +8.0K | Added |
| 9 | Ishares Tr | 63.0K | $6.72M | 2.1% | +1.5K | Added |
| 10 | Amplify ETF Tr | 169.4K | $6.50M | 2.1% | +1.7K | Added |
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