Berkeley, CACIK 18800874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 100.6K | $19.22M | 9.4% | +1.9K | Added |
| 2 | Vanguard Index Fds | 38.0K | $18.53M | 9.0% | −3.6K | Reduced |
| 3 | Ishares Tr | 171.0K | $15.30M | 7.5% | +295 | Added |
| 4 | Ishares Tr |
| 639.7K |
| $14.73M |
| 7.2% |
| +59.7K |
| Added |
| 5 | Ishares Tr | 102.6K | $11.30M | 5.5% | +7.9K | Added |
| 6 | Ishares Tr | 90.1K | $10.83M | 5.3% | +358 | Added |
| 7 | Vanguard Charlotte Fds | 191.9K | $9.27M | 4.5% | +12.0K | Added |
| 8 | Ishares Tr | 109.7K | $7.24M | 3.5% | +1.5K | Added |
| 9 | Ishares Tr | 76.4K | $6.16M | 3.0% | +3.0K | Added |
| 10 | Ishares Tr | 15.4K | $5.73M | 2.8% | −223 | Reduced |
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