San Marcos, CACIK 19100004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
344 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.97M | $156.99M | 12.9% | −142.3K | Reduced |
| 2 | Vanguard Index Fds | 464.5K | $155.73M | 12.8% | +1.5K | Added |
| 3 | Meta Platforms Inc | 182.0K | $120.11M | 9.9% | −3.2K | Reduced |
| 4 | Dimensional ETF Trust |
| 1.17M |
| $38.21M |
| 3.1% |
| −57.9K |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 50.0K | $34.09M | 2.8% | −778 | Reduced |
| 6 | Dimensional ETF Trust | 680.6K | $31.71M | 2.6% | −61.6K | Reduced |
| 7 | Apple Inc | 113.4K | $30.84M | 2.5% | −5.8K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 442.9K | $27.67M | 2.3% | +8.1K | Added |
| 9 | American Centy ETF Tr | 324.3K | $26.70M | 2.2% | −2.4K | Reduced |
| 10 | Dimensional ETF Trust | 288.9K | $21.42M | 1.8% | −55.0K | Reduced |
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