Sacramento, CACIK 18461144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 81.6K | $51.19M | 21.7% | −731 | Reduced |
| 2 | Vanguard Index Fds | 117.8K | $22.50M | 9.5% | −1.3K | Reduced |
| 3 | Schwab Strategic Tr | 809.5K | $19.46M | 8.3% | +35.9K | Added |
| 4 | Spdr Series Trust |
| 140.6K |
| $15.01M |
| 6.4% |
| +3.8K |
| Added |
| 5 | Ishares Tr | 270.7K | $13.20M | 5.6% | +270.7K | New |
| 6 | Dbx ETF Tr | 347.8K | $12.81M | 5.4% | +12.3K | Added |
| 7 | Ishares Tr | 106.4K | $12.79M | 5.4% | +66.1K | Added |
| 8 | Ishares Tr | 15.8K | $10.82M | 4.6% | −238 | Reduced |
| 9 | Vanguard Bd Index Fds | 134.4K | $10.46M | 4.4% | −152.1K | Reduced |
| 10 | Ishares Tr | 150.7K | $7.54M | 3.2% | +5.1K | Added |
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