San Diego, CACIK 18214073 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
401 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 54.5K | $14.82M | 10.8% | −1.9K | Reduced |
| 2 | Vanguard Index Fds | 33.6K | $11.28M | 8.3% | −1.0K | Reduced |
| 3 | Vanguard Bd Index Fds | 63.0K | $4.66M | 3.4% | +3.4K | Added |
| 4 | Vanguard Scottsdale Fds |
| 33.5K |
| $4.08M |
| 3.0% |
| +190 |
| Added |
| 5 | Berkshire Hathaway Inc Del | 7.6K | $3.83M | 2.8% | −230 | Reduced |
| 6 | Invesco Exchange Traded Fd T | 66.5K | $3.12M | 2.3% | −3.0K | Reduced |
| 7 | Vanguard Scottsdale Fds | 32.3K | $2.98M | 2.2% | +551 | Added |
| 8 | World Gold Tr | 34.0K | $2.90M | 2.1% | −822 | Reduced |
| 9 | Amazon Com Inc | 12.4K | $2.86M | 2.1% | −1.9K | Reduced |
| 10 | Schwab Strategic Tr | 123.9K | $2.85M | 2.1% | +7.0K | Added |
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