Sausalito, X1CIK 17631384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 130.3K | $43.67M | 27.1% | −2.4K | Reduced |
| 2 | Ishares Tr | 37.9K | $25.92M | 16.1% | 0 | Held |
| 3 | Vanguard Intl Equity Index F | 163.5K | $12.03M | 7.5% | +41 | Added |
| 4 | Vanguard Intl Equity Index F |
| 86.1K |
| $4.63M |
| 2.9% |
| 0 |
| Held |
| 5 | Vanguard Tax-Managed Fds | 67.9K | $4.24M | 2.6% | 0 | Held |
| 6 | Ishares Tr | 56.3K | $3.78M | 2.3% | +232 | Added |
| 7 | Schwab Strategic Tr | 130.6K | $3.51M | 2.2% | −27 | Reduced |
| 8 | Ishares Tr | 23.6K | $3.28M | 2.0% | 0 | Held |
| 9 | Microsoft Corp | 6.3K | $3.04M | 1.9% | −2.0K | Reduced |
| 10 | Ishares Tr | 72.7K | $3.01M | 1.9% | +581 | Added |
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