Santa Barbara, CACIK 17679824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 185.5K | $18.53M | 6.2% | +10.6K | Added |
| 2 | Vanguard Index Fds | 190.5K | $16.86M | 5.6% | −60.4K | Reduced |
| 3 | Ishares Tr | 129.9K | $15.62M | 5.2% | +2.6K | Added |
| 4 | Ishares Tr |
| 22.1K |
| $15.13M |
| 5.0% |
| +90 |
| Added |
| 5 | Ishares Tr | 302.9K | $14.77M | 4.9% | +16.6K | Added |
| 6 | Ishares Tr | 195.1K | $12.88M | 4.3% | +3.8K | Added |
| 7 | Ishares Tr | 89.0K | $11.72M | 3.9% | +1.7K | Added |
| 8 | Ishares Tr | 126.0K | $11.27M | 3.7% | +1.3K | Added |
| 9 | Schwab Strategic Tr | 365.0K | $10.98M | 3.7% | −3.5K | Reduced |
| 10 | Ishares Tr | 140.8K | $10.92M | 3.6% | +1.4K | Added |
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