Monterey, CACIK 17508524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 816.0K | $64.31M | 14.6% | +46.6K | Added |
| 2 | Vanguard Tax-Managed Fds | 614.2K | $38.37M | 8.7% | +26.9K | Added |
| 3 | Ishares Tr | 55.9K | $38.30M | 8.7% | −741 | Reduced |
| 4 | Vanguard Index Fds |
| 108.5K |
| $36.39M |
| 8.3% |
| +5.1K |
| Added |
| 5 | Dimensional ETF Trust | 643.6K | $24.46M | 5.6% | +19.0K | Added |
| 6 | Dimensional ETF Trust | 676.7K | $22.38M | 5.1% | +22.2K | Added |
| 7 | Dimensional ETF Trust | 608.2K | $20.00M | 4.6% | +33.3K | Added |
| 8 | Vanguard Index Fds | 51.5K | $16.21M | 3.7% | −327 | Reduced |
| 9 | Dimensional ETF Trust | 594.3K | $15.70M | 3.6% | +38.8K | Added |
| 10 | Vanguard Intl Equity Index F | 179.6K | $15.02M | 3.4% | −1.7K | Reduced |
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