San Francisco, CACIK 18203634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 898.1K | $126.69M | 52.2% | +87.7K | Added |
| 2 | Vanguard Scottsdale Fds | 488.2K | $28.67M | 11.8% | −56.4K | Reduced |
| 3 | Vanguard Index Fds | 75.9K | $25.45M | 10.5% | +3.1K | Added |
| 4 | Vanguard Scottsdale Fds |
| 202.3K |
| $12.13M |
| 5.0% |
| −2.9K |
| Reduced |
| 5 | First Tr Exchange-Traded Fd | 260.0K | $9.85M | 4.1% | +35.4K | Added |
| 6 | Vanguard Star Fds | 113.0K | $8.53M | 3.5% | +11.2K | Added |
| 7 | Ishares Tr | 63.2K | $6.97M | 2.9% | −2.6K | Reduced |
| 8 | Ishares Gold Tr | 84.6K | $6.87M | 2.8% | 0 | Held |
| 9 | Ishares Tr | 28.4K | $2.83M | 1.2% | −59.1K | Reduced |
| 10 | Ishares Tr | 31.7K | $2.63M | 1.1% | 0 | Held |
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