Moraga, CACIK 19035794 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 Index Fds | 53.1K | $17.81M | 11.7% | −517 | Reduced |
| 2 | Apple Inc | 33.7K | $9.16M | 6.0% | −495 | Reduced |
| 3 | Schwab Strategic Tr | 261.3K | $6.85M | 4.5% | +1.4K | Added |
| 4 | Vanguard Intl Equity Index F |
| 71.7K |
| $5.28M |
| 3.5% |
| +8.6K |
| Added |
| 5 | Vanguard Index Fds | 19.4K | $5.00M | 3.3% | −300 | Reduced |
| 6 | Vanguard Index Fds | 15.5K | $4.49M | 2.9% | −325 | Reduced |
| 7 | Microsoft Corp | 7.9K | $3.81M | 2.5% | −110 | Reduced |
| 8 | Vanguard Index Fds | 19.6K | $3.74M | 2.5% | +2.0K | Added |
| 9 | Vanguard Index Fds | 7.4K | $3.63M | 2.4% | 0 | Held |
| 10 | Vanguard Specialized Funds | 15.7K | $3.44M | 2.3% | −197 | Reduced |
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