Berkeley, CACIK 18100234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
173 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 103.1K | $70.59M | 9.8% | +6.5K | Added |
| 2 | Vanguard Index Fds | 135.2K | $65.95M | 9.1% | +6.2K | Added |
| 3 | Ishares Tr | 1.39M | $64.56M | 8.9% | +83.4K | Added |
| 4 | Apple Inc |
| 224.7K |
| $61.07M |
| 8.5% |
| +68.2K |
| Added |
| 5 | Vanguard Index Fds | 303.3K | $57.92M | 8.0% | +16.7K | Added |
| 6 | Ishares Tr | 415.1K | $29.65M | 4.1% | +21.5K | Added |
| 7 | Ishares Inc | 381.6K | $25.65M | 3.5% | +40.2K | Added |
| 8 | Ishares Tr | 150.6K | $22.44M | 3.1% | −1.1K | Reduced |
| 9 | Select Sector Spdr Tr | 125.3K | $18.04M | 2.5% | +65.2K | Added |
| 10 | Ishares Tr | 49.1K | $16.85M | 2.3% | +1.8K | Added |
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