Santa Clarita, CACIK 19108545 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.91M | $75.45M | 22.4% | +85.0K | Added |
| 2 | Dimensional ETF Trust | 1.13M | $37.02M | 11.0% | +23.2K | Added |
| 3 | Vanguard Scottsdale Fds | 116.0K | $14.13M | 4.2% | +3.4K | Added |
| 4 | Procter And Gamble Co |
| 83.2K |
| $11.92M |
| 3.5% |
| −3.7K |
| Reduced |
| 5 | Apple Inc | 41.9K | $11.40M | 3.4% | −731 | Reduced |
| 6 | Dimensional ETF Trust | 163.8K | $9.76M | 2.9% | +6.3K | Added |
| 7 | Dimensional ETF Trust | 250.3K | $9.52M | 2.8% | +5.6K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 32.7K | $8.27M | 2.5% | −961 | Reduced |
| 9 | Dimensional ETF Trust | 198.4K | $6.79M | 2.0% | +28.4K | Added |
| 10 | Invesco Qqq Tr | 10.5K | $6.47M | 1.9% | +181 | Added |
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