Manhattan Beach, CACIK 17765884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 6.69M | $264.83M | 26.0% | +110.7K | Added |
| 2 | Dimensional ETF Trust | 6.06M | $198.37M | 19.5% | +91.6K | Added |
| 3 | Dimensional ETF Trust | 968.4K | $45.12M | 4.4% | +16.7K | Added |
| 4 | Dimensional ETF Trust |
| 699.5K |
| $41.65M |
| 4.1% |
| +5.7K |
| Added |
| 5 | Ishares Tr | 54.8K | $37.56M | 3.7% | −680 | Reduced |
| 6 | Dimensional ETF Trust | 476.2K | $35.07M | 3.4% | +41.4K | Added |
| 7 | Dimensional ETF Trust | 894.8K | $34.00M | 3.3% | +4.0K | Added |
| 8 | Ishares Tr | 565.0K | $29.88M | 2.9% | +28.5K | Added |
| 9 | Apple Inc | 106.7K | $29.02M | 2.9% | −16.9K | Reduced |
| 10 | Dimensional ETF Trust | 875.4K | $28.96M | 2.8% | −1.2K | Reduced |
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