San Diego, CACIK 17438594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | 58.1K | $26.14M | 15.3% | +93 | Added |
| 2 | Vanguard Specialized Funds | 117.2K | $25.76M | 15.1% | 0 | Held |
| 3 | Vanguard Whitehall Fds | 157.8K | $22.65M | 13.3% | +592 | Added |
| 4 | Vanguard Intl Equity Index F |
| 196.4K |
| $10.56M |
| 6.2% |
| 0 |
| Held |
| 5 | Ishares Gold Tr | 126.9K | $10.30M | 6.0% | −517 | Reduced |
| 6 | Vanguard Whitehall Fds | 90.2K | $8.12M | 4.8% | +375 | Added |
| 7 | Vanguard Whitehall Fds | 85.4K | $7.81M | 4.6% | 0 | Held |
| 8 | Vanguard Index Fds | 79.3K | $7.01M | 4.1% | −222 | Reduced |
| 9 | Vanguard Index Fds | 9.6K | $6.03M | 3.5% | −67 | Reduced |
| 10 | Spdr Gold Tr | 14.0K | $5.56M | 3.3% | −43 | Reduced |
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