San Francisco, CACIK 17665144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
144 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 243.0K | $8.76M | 4.3% | +21.8K | Added |
| 2 | Schwab Strategic Tr | 313.8K | $8.54M | 4.2% | +3.5K | Added |
| 3 | Vanguard Index Fds | 25.3K | $8.47M | 4.1% | +1.0K | Added |
| 4 | Schwab Strategic Tr |
| 291.5K |
| $7.65M |
| 3.7% |
| −23.0K |
| Reduced |
| 5 | Schwab Strategic Tr | 162.8K | $7.36M | 3.6% | +11.2K | Added |
| 6 | Vanguard Tax-Managed Fds | 115.2K | $7.19M | 3.5% | +1.1K | Added |
| 7 | Ishares Tr | 188.1K | $7.16M | 3.5% | +6.6K | Added |
| 8 | Ishares Tr | 26.5K | $6.64M | 3.2% | +1.5K | Added |
| 9 | Ishares Inc | 105.9K | $6.13M | 3.0% | −841 | Reduced |
| 10 | Ishares Inc | 74.5K | $5.49M | 2.7% | +7.5K | Added |
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