San Jose, CACIK 19117024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.80M | $110.89M | 25.3% | +24.0K | Added |
| 2 | Dimensional ETF Trust | 1.82M | $59.59M | 13.6% | +19.5K | Added |
| 3 | Vanguard Bd Index Fds | 464.9K | $36.21M | 8.3% | +24.5K | Added |
| 4 | Apple Inc |
| 132.1K |
| $35.91M |
| 8.2% |
| −712 |
| Reduced |
| 5 | Rbb Fund Trust | 582.0K | $32.93M | 7.5% | −4.1K | Reduced |
| 6 | Vanguard Bd Index Fds | 274.9K | $21.66M | 4.9% | +14.4K | Added |
| 7 | Capital Group Intl Focus Eqt | 555.7K | $16.42M | 3.7% | +20.8K | Added |
| 8 | American Centy ETF Tr | 160.3K | $16.35M | 3.7% | +9.0K | Added |
| 9 | American Centy ETF Tr | 331.5K | $14.43M | 3.3% | +14.8K | Added |
| 10 | Capital Group Dividend Value | 235.4K | $10.27M | 2.3% | +12.2K | Added |
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