Los Angeles, CACIK 17602636 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alps ETF Tr | 1.34M | $34.87M | 6.6% | +65.7K | Added |
| 2 | Alphabet Inc | 105.0K | $32.86M | 6.3% | −6.5K | Reduced |
| 3 | Apple Inc | 120.1K | $32.65M | 6.2% | +3.5K | Added |
| 4 | Nvidia Corporation |
| 165.3K |
| $30.83M |
| 5.9% |
| +1.9K |
| Added |
| 5 | Vanguard Whitehall Fds | 320.0K | $28.80M | 5.5% | +15.9K | Added |
| 6 | Microsoft Corp | 58.4K | $28.25M | 5.4% | +3.0K | Added |
| 7 | Amazon Com Inc | 116.3K | $26.85M | 5.1% | +7.0K | Added |
| 8 | Ishares Gold Tr | 274.1K | $22.25M | 4.2% | +3.4K | Added |
| 9 | Spdr Gold Tr | 49.7K | $19.69M | 3.7% | −894 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 273.2K | $17.06M | 3.2% | +3.0K | Added |
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