Fresno, CACIK 18019824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Instl Index Fd | 633.0K | $47.75M | 10.5% | −86.1K | Reduced |
| 2 | Pimco ETF Tr | 1.05M | $28.01M | 6.2% | +152.8K | Added |
| 3 | Capital Grp Fixed Incm ETF T | 964.5K | $25.09M | 5.5% | +150.6K | Added |
| 4 | Janus Detroit Str Tr |
| 487.9K |
| $24.68M |
| 5.4% |
| −175.1K |
| Reduced |
| 5 | Fidelity Merrimack Str Tr | 519.1K | $23.90M | 5.3% | +100.7K | Added |
| 6 | Spdr Series Trust | 264.7K | $21.84M | 4.8% | +5.4K | Added |
| 7 | Vanguard Index Fds | 101.1K | $19.30M | 4.3% | +18.2K | Added |
| 8 | J P Morgan Exchange Traded F | 354.4K | $16.85M | 3.7% | +50.0K | Added |
| 9 | Capital Group Core Equity Et | 329.9K | $13.27M | 2.9% | +35.3K | Added |
| 10 | Spdr Series Trust | 117.5K | $12.54M | 2.8% | −1.4K | Reduced |
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