La Jolla, CACIK 19214484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.72M | $68.23M | 17.9% | −20.8K | Reduced |
| 2 | American Centy ETF Tr | 269.3K | $30.11M | 7.9% | +5.9K | Added |
| 3 | Dimensional ETF Trust | 565.2K | $26.33M | 6.9% | +30.4K | Added |
| 4 | Vanguard Index Fds |
| 27.7K |
| $17.35M |
| 4.6% |
| −142 |
| Reduced |
| 5 | Spdr Series Trust | 536.9K | $15.72M | 4.1% | +434.9K | Added |
| 6 | American Centy ETF Tr | 141.6K | $11.65M | 3.1% | −10.0K | Reduced |
| 7 | Schwab Strategic Tr | 459.5K | $11.52M | 3.0% | +413.3K | Added |
| 8 | Dimensional ETF Trust | 154.7K | $10.78M | 2.8% | +8.9K | Added |
| 9 | American Centy ETF Tr | 228.3K | $9.94M | 2.6% | −6.0K | Reduced |
| 10 | Dimensional ETF Trust | 168.4K | $8.07M | 2.1% | +116.8K | Added |
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