Palo Alto, CACIK 17639215 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,052 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 18.03M | $6.04B | 13.5% | +163.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 58.69M | $3.67B | 8.2% | +375.6K | Added |
| 3 | Schwab Strategic Tr | 111.48M | $2.68B | 6.0% | +1.50M | Added |
| 4 | Ishares Inc |
| 38.90M |
| $2.61B |
| 5.8% |
| +1.26M |
| Added |
| 5 | Vanguard Intl Equity Index F | 47.40M | $2.55B | 5.7% | +130.9K | Added |
| 6 | Vanguard Specialized Funds | 9.88M | $2.17B | 4.9% | +287.1K | Added |
| 7 | Ishares Tr | 11.61M | $1.73B | 3.9% | +1.06M | Added |
| 8 | Schwab Strategic Tr | 53.56M | $1.40B | 3.1% | −1.53M | Reduced |
| 9 | Vanguard Mun Bd Fds | 24.15M | $1.21B | 2.7% | +1.89M | Added |
| 10 | Ishares Tr | 10.95M | $1.21B | 2.7% | +832.5K | Added |
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