Palo Alto, CACIK 18110524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 14.96M | $392.49M | 22.9% | +483.1K | Added |
| 2 | Vanguard Index Fds | 746.4K | $250.23M | 14.6% | −6.2K | Reduced |
| 3 | Schwab Strategic Tr | 6.88M | $165.51M | 9.7% | +383.2K | Added |
| 4 | Ishares Tr |
| 1.42M |
| $141.82M |
| 8.3% |
| +63.9K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 1.61M | $100.66M | 5.9% | +22.3K | Added |
| 6 | Vanguard Scottsdale Fds | 1.05M | $87.74M | 5.1% | +38.8K | Added |
| 7 | Schwab Strategic Tr | 2.17M | $71.00M | 4.1% | +92.5K | Added |
| 8 | Ishares Tr | 1.68M | $62.84M | 3.7% | −105.7K | Reduced |
| 9 | Ishares Tr | 424.1K | $50.97M | 3.0% | +7.5K | Added |
| 10 | Vanguard Index Fds | 573.6K | $50.76M | 3.0% | −9.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio