Palos Verdes Estates, CACIK 19086954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 174.8K | $58.60M | 30.3% | −46 | Reduced |
| 2 | Vanguard Index Fds | 90.9K | $57.03M | 29.5% | −320 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 318.4K | $19.89M | 10.3% | +2.3K | Added |
| 4 | Vanguard Index Fds |
| 39.0K |
| $10.07M |
| 5.2% |
| +24 |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 9.3K | $6.37M | 3.3% | −148 | Reduced |
| 6 | Vanguard Intl Equity Index F | 112.3K | $6.04M | 3.1% | +2.3K | Added |
| 7 | Apple Inc | 20.7K | $5.64M | 2.9% | 0 | Held |
| 8 | Royalty Pharma PLC | 70.7K | $2.73M | 1.4% | 0 | Held |
| 9 | Schwab Strategic Tr | 88.0K | $2.12M | 1.1% | +1.3K | Added |
| 10 | Microsoft Corp | 4.3K | $2.08M | 1.1% | 0 | Held |
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