Lafayette, CACIK 19099934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.27M | $63.25M | 28.0% | −56.3K | Reduced |
| 2 | Dimensional ETF Trust | 561.6K | $39.13M | 17.3% | −1.9K | Reduced |
| 3 | Dimensional ETF Trust | 760.9K | $35.45M | 15.7% | −4.0K | Reduced |
| 4 | Dimensional ETF Trust |
| 433.8K |
| $32.18M |
| 14.3% |
| −573 |
| Reduced |
| 5 | Ishares Tr | 16.3K | $7.71M | 3.4% | 0 | Held |
| 6 | Apple Inc | 26.5K | $7.20M | 3.2% | −76 | Reduced |
| 7 | Amazon Com Inc | 19.4K | $4.47M | 2.0% | +157 | Added |
| 8 | Microsoft Corp | 8.3K | $4.01M | 1.8% | +57 | Added |
| 9 | Ishares Tr | 18.9K | $3.98M | 1.8% | 0 | Held |
| 10 | Berkshire Hathaway Inc Del | 5 | $3.77M | 1.7% | 0 | Held |
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