Los Angeles, CACIK 17565434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.51M | $211.18M | 16.1% | +13.1K | Added |
| 2 | American Centy ETF Tr | 821.8K | $91.87M | 7.0% | −5.2K | Reduced |
| 3 | Wisdomtree Tr | 823.0K | $73.60M | 5.6% | +384 | Added |
| 4 | Wisdomtree Tr |
| 1.08M |
| $63.49M |
| 4.8% |
| −82.6K |
| Reduced |
| 5 | J P Morgan Exchange Traded F | 904.0K | $57.11M | 4.4% | +845 | Added |
| 6 | Dimensional ETF Trust | 1.49M | $56.95M | 4.3% | −6.2K | Reduced |
| 7 | Ishares Tr | 940.0K | $42.72M | 3.3% | −6.7K | Reduced |
| 8 | First Tr Exchange Traded Fd | 577.1K | $40.09M | 3.1% | −5.8K | Reduced |
| 9 | Victory Portfolios II | 982.0K | $38.67M | 3.0% | −8.5K | Reduced |
| 10 | Apple Inc | 134.6K | $36.60M | 2.8% | +1.9K | Added |
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