Fresno, CACIK 18949214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 210.8K | $53.32M | 16.7% | −5.0K | Reduced |
| 2 | Schwab Strategic Tr | 1.78M | $48.82M | 15.3% | +11.5K | Added |
| 3 | Vanguard Index Fds | 129.4K | $33.39M | 10.4% | −144 | Reduced |
| 4 | Vanguard Index Fds |
| 259.5K |
| $22.96M |
| 7.2% |
| +364 |
| Added |
| 5 | Vanguard Malvern Fds | 433.8K | $21.45M | 6.7% | +13.5K | Added |
| 6 | Vanguard Scottsdale Fds | 218.5K | $17.42M | 5.4% | +4.9K | Added |
| 7 | Vanguard Bd Index Fds | 218.3K | $16.17M | 5.1% | +5.9K | Added |
| 8 | Vanguard Index Fds | 46.6K | $13.52M | 4.2% | +482 | Added |
| 9 | Apple Inc | 33.6K | $9.12M | 2.9% | −1.1K | Reduced |
| 10 | Nvidia Corporation | 33.4K | $6.23M | 1.9% | −710 | Reduced |
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