Pasadena, CACIK 17605784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
230 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 179.7K | $87.68M | 12.0% | +1.6K | Added |
| 2 | Vanguard Index Fds | 446.9K | $85.35M | 11.7% | +13.5K | Added |
| 3 | Vanguard Intl Equity Index F | 717.5K | $52.78M | 7.2% | +19.7K | Added |
| 4 | Vanguard Index Fds |
| 118.8K |
| $25.15M |
| 3.4% |
| +612 |
| Added |
| 5 | Schwab Strategic Tr | 916.9K | $24.95M | 3.4% | +379.5K | Added |
| 6 | Tidal Trust I | 994.5K | $24.62M | 3.4% | +994.5K | New |
| 7 | American Centy ETF Tr | 315.2K | $24.27M | 3.3% | +2.4K | Added |
| 8 | Apple Inc | 72.9K | $19.81M | 2.7% | +1.1K | Added |
| 9 | Fidelity Covington Trust | 477.4K | $17.46M | 2.4% | +22.8K | Added |
| 10 | Vanguard Index Fds | 56.7K | $17.12M | 2.3% | +1.8K | Added |
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