Los Angeles, CACIK 17934324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
665 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 7.37M | $629.59M | 12.1% | +123.1K | Added |
| 2 | Ishares Tr | 628.6K | $430.57M | 8.3% | −9.7K | Reduced |
| 3 | Schwab Strategic Tr | 9.03M | $239.27M | 4.6% | +1.28M | Added |
| 4 | Tidal Trust I |
| 10.52M |
| $225.63M |
| 4.3% |
| +301.5K |
| Added |
| 5 | Vanguard Index Fds | 632.5K | $212.05M | 4.1% | +44.8K | Added |
| 6 | Flexshares Tr | 4.55M | $208.44M | 4.0% | +340.8K | Added |
| 7 | Ishares Tr | 408.8K | $140.22M | 2.7% | −12.4K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 2.04M | $127.70M | 2.5% | +177.2K | Added |
| 9 | Nvidia Corporation | 677.7K | $126.39M | 2.4% | +18.2K | Added |
| 10 | Ishares Tr | 810.9K | $114.74M | 2.2% | −1.9K | Reduced |
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