Torrance, CACIK 19149852 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Global X Fds | 116.4K | $11.66M | 10.0% | −7.1K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 432.8K | $9.19M | 7.9% | +383.8K | Added |
| 3 | Apple Inc | 26.5K | $7.20M | 6.2% | +95 | Added |
| 4 | Dimensional ETF Trust |
| 130.0K |
| $7.05M |
| 6.0% |
| +9.2K |
| Added |
| 5 | Capital Group Growth ETF | 158.4K | $7.04M | 6.0% | +158.4K | New |
| 6 | Dimensional ETF Trust | 118.8K | $5.56M | 4.8% | +10.1K | Added |
| 7 | Dimensional ETF Trust | 107.9K | $4.11M | 3.5% | +12.6K | Added |
| 8 | First Tr Exchange Traded Fd | 54.1K | $3.76M | 3.2% | −44.1K | Reduced |
| 9 | Capital Group Dividend Value | 75.0K | $3.27M | 2.8% | +75.0K | New |
| 10 | First Tr Exchange-Traded Fd | 56.0K | $2.80M | 2.4% | +2.1K | Added |
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