Los Angeles, CACIK 18022244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 124.5K | $85.26M | 17.7% | −1.1K | Reduced |
| 2 | Capital Group Growth ETF | 873.7K | $38.85M | 8.1% | −8.8K | Reduced |
| 3 | American Centy ETF Tr | 371.6K | $30.59M | 6.3% | −4.2K | Reduced |
| 4 | Ishares Tr |
| 274.3K |
| $25.20M |
| 5.2% |
| −1.6K |
| Reduced |
| 5 | Apple Inc | 84.4K | $22.93M | 4.8% | −264 | Reduced |
| 6 | Ishares Tr | 217.0K | $22.22M | 4.6% | +9.2K | Added |
| 7 | First Tr Exchange-Traded Fd | 574.9K | $22.03M | 4.6% | +574.9K | New |
| 8 | Ishares Tr | 69.7K | $19.30M | 4.0% | −2.9K | Reduced |
| 9 | Ishares Gold Tr | 229.9K | $18.66M | 3.9% | −6.9K | Reduced |
| 10 | Invesco Qqq Tr | 24.4K | $14.98M | 3.1% | −72 | Reduced |
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