Folsom, CACIK 18313324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 216.4K | $32.17M | 10.4% | +37.5K | Added |
| 2 | Vaneck ETF Trust | 291.7K | $30.21M | 9.8% | −6.9K | Reduced |
| 3 | Schwab Strategic Tr | 1.05M | $28.57M | 9.2% | −14.0K | Reduced |
| 4 | J P Morgan Exchange Traded F |
| 519.5K |
| $24.05M |
| 7.8% |
| +21.8K |
| Added |
| 5 | Ishares Tr | 235.3K | $16.02M | 5.2% | +4.5K | Added |
| 6 | Ishares Tr | 127.8K | $15.75M | 5.1% | +15.1K | Added |
| 7 | Invesco Qqq Tr | 21.8K | $13.40M | 4.3% | +296 | Added |
| 8 | Ishares Tr | 128.5K | $11.50M | 3.7% | +25.5K | Added |
| 9 | American Centy ETF Tr | 76.6K | $7.82M | 2.5% | +9.0K | Added |
| 10 | J P Morgan Exchange Traded F | 109.9K | $7.30M | 2.4% | +342 | Added |
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