Stockton, CACIK 19160664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 711.6K | $16.11M | 17.3% | −30.8K | Reduced |
| 2 | Schwab Strategic Tr | 386.1K | $12.59M | 13.5% | −25.9K | Reduced |
| 3 | Dimensional ETF Trust | 344.7K | $11.79M | 12.6% | −23.6K | Reduced |
| 4 |
| 246.2K |
| $11.52M |
| 12.4% |
| −17.8K |
| Reduced |
| 5 | Dimensional ETF Trust | 212.3K | $8.09M | 8.7% | −21.6K | Reduced |
| 6 | Dimensional ETF Trust | 125.0K | $5.32M | 5.7% | +627 | Added |
| 7 | Vanguard Index Fds | 16.4K | $4.75M | 5.1% | −650 | Reduced |
| 8 | Vanguard Index Fds | 17.3K | $4.45M | 4.8% | −968 | Reduced |
| 9 | Vanguard Index Fds | 7.7K | $2.57M | 2.8% | −453 | Reduced |
| 10 | Dimensional ETF Trust | 71.2K | $2.32M | 2.5% | −7.0K | Reduced |
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