San Carlos, CACIK 17674744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 122.2K | $76.64M | 12.8% | −21.7K | Reduced |
| 2 | Blackrock ETF Trust | 783.5K | $47.65M | 7.9% | +53.7K | Added |
| 3 | Ishares Tr | 373.6K | $46.05M | 7.7% | −17.4K | Reduced |
| 4 | Vanguard Index Fds |
| 178.3K |
| $34.05M |
| 5.7% |
| +6.8K |
| Added |
| 5 | Ishares Tr | 169.1K | $33.58M | 5.6% | +2.3K | Added |
| 6 | Ishares Tr | 398.4K | $28.45M | 4.7% | −3.1K | Reduced |
| 7 | Vanguard Bd Index Fds | 383.3K | $28.39M | 4.7% | −66.3K | Reduced |
| 8 | Spdr Index Shs Fds | 552.5K | $25.86M | 4.3% | +473.3K | Added |
| 9 | Ishrs 10 Yr Invest Grade | 383.5K | $19.35M | 3.2% | +21.3K | Added |
| 10 | Blackrock ETF Trust | 477.8K | $18.42M | 3.1% | −444 | Reduced |
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