San Francisco, CACIK 19113284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 90.0K | $30.17M | 21.1% | −21.4K | Reduced |
| 2 | Ishares Tr | 28.6K | $19.56M | 13.7% | −9.1K | Reduced |
| 3 | Ishares Tr | 94.2K | $14.01M | 9.8% | −16.7K | Reduced |
| 4 | Schwab Strategic Tr |
| 498.3K |
| $13.07M |
| 9.1% |
| −90.6K |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 12.8K | $8.74M | 6.1% | −1.8K | Reduced |
| 6 | Pimco ETF Tr | 149.3K | $7.51M | 5.3% | −83.5K | Reduced |
| 7 | Invesco Qqq Tr | 8.6K | $5.25M | 3.7% | −3.8K | Reduced |
| 8 | Spdr Series Trust | 24.0K | $5.05M | 3.5% | −15.3K | Reduced |
| 9 | Vanguard Index Fds | 16.1K | $4.68M | 3.3% | −2.6K | Reduced |
| 10 | Pimco ETF Tr | 40.4K | $3.76M | 2.6% | −9.2K | Reduced |
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