San Francisco, CACIK 18462364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 5.23M | $406.97M | 24.7% | +373.3K | Added |
| 2 | Ishares Tr | 303.9K | $208.18M | 12.6% | +515 | Added |
| 3 | Vanguard Bd Index Fds | 2.39M | $188.32M | 11.4% | +150.9K | Added |
| 4 | Dimensional ETF Trust |
| 3.70M |
| $157.51M |
| 9.6% |
| +287.7K |
| Added |
| 5 | Ishares Tr | 776.4K | $115.44M | 7.0% | −289.4K | Reduced |
| 6 | Ishares Tr | 863.3K | $77.23M | 4.7% | +23.8K | Added |
| 7 | Vanguard Malvern Fds | 1.45M | $71.85M | 4.4% | +92.3K | Added |
| 8 | Ishares Tr | 320.1K | $63.58M | 3.9% | +158.1K | Added |
| 9 | Vanguard Specialized Funds | 271.0K | $59.56M | 3.6% | +135.4K | Added |
| 10 | Dimensional ETF Trust | 1.78M | $57.94M | 3.5% | +22.6K | Added |
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