San Francisco, CACIK 17673074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
634 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 391.0K | $263.46M | 7.4% | −326 | Reduced |
| 2 | Vanguard Index Fds | 414.1K | $259.68M | 7.3% | +6.7K | Added |
| 3 | Apple Inc | 509.7K | $138.57M | 3.9% | +98.4K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 2.16M |
| $135.11M |
| 3.8% |
| +115.8K |
| Added |
| 5 | Ishares Tr | 180.8K | $123.82M | 3.5% | −2.4K | Reduced |
| 6 | J P Morgan Exchange Traded F | 791.5K | $97.60M | 2.8% | +326.5K | Added |
| 7 | Ishares Inc | 1.39M | $93.44M | 2.6% | +105.4K | Added |
| 8 | Vanguard Scottsdale Fds | 1.06M | $88.37M | 2.5% | +70.0K | Added |
| 9 | Microsoft Corp | 167.5K | $81.00M | 2.3% | +32.1K | Added |
| 10 | Nvidia Corporation | 327.9K | $61.16M | 1.7% | +235.7K | Added |
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