Orinda, CACIK 18901494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,802 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 633.0K | $63.26M | 10.0% | +29.6K | Added |
| 2 | Schwab Strategic Tr | 2.01M | $54.79M | 8.7% | −49.5K | Reduced |
| 3 | Vanguard Scottsdale Fds | 1.04M | $48.92M | 7.7% | +37.6K | Added |
| 4 | Flexshares Tr |
| 1.95M |
| $46.99M |
| 7.4% |
| +66.4K |
| Added |
| 5 | Ishares Tr | 430.6K | $37.53M | 5.9% | +15.4K | Added |
| 6 | Schwab Strategic Tr | 685.4K | $30.98M | 4.9% | +11.7K | Added |
| 7 | Schwab Strategic Tr | 887.6K | $23.89M | 3.8% | −14.0K | Reduced |
| 8 | Ishares Tr | 92.3K | $23.10M | 3.7% | −2.1K | Reduced |
| 9 | Schwab Strategic Tr | 635.3K | $20.02M | 3.2% | −2.2K | Reduced |
| 10 | Vanguard Index Fds | 102.3K | $19.54M | 3.1% | +987 | Added |
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