Beverly Hills, CACIK 19081774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
154 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 170.3K | $46.29M | 8.5% | −2.0K | Reduced |
| 2 | Vanguard Index Fds | 73.5K | $35.87M | 6.6% | −918 | Reduced |
| 3 | Vanguard Index Fds | 87.1K | $24.31M | 4.4% | +413 | Added |
| 4 | Vanguard Index Fds |
| 126.8K |
| $22.48M |
| 4.1% |
| +981 |
| Added |
| 5 | Spdr Series Trust | 226.0K | $21.29M | 3.9% | +851 | Added |
| 6 | Dimensional ETF Trust | 586.8K | $20.22M | 3.7% | +11.4K | Added |
| 7 | American Centy ETF Tr | 261.6K | $19.82M | 3.6% | +3.4K | Added |
| 8 | Rbb Fund Trust | 334.4K | $18.92M | 3.5% | −11.9K | Reduced |
| 9 | American Centy ETF Tr | 154.0K | $15.70M | 2.9% | +2.6K | Added |
| 10 | Dimensional ETF Trust | 453.5K | $14.94M | 2.7% | +6.0K | Added |
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