Los Gatos, CACIK 19253854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 211.3K | $70.83M | 19.8% | +10.6K | Added |
| 2 | Vanguard Scottsdale Fds | 1.05M | $63.21M | 17.7% | +75.2K | Added |
| 3 | Vanguard Tax-Managed Fds | 426.2K | $26.62M | 7.4% | +28.7K | Added |
| 4 | Schwab Strategic Tr |
| 735.5K |
| $19.29M |
| 5.4% |
| −17.7K |
| Reduced |
| 5 | Schwab Strategic Tr | 788.3K | $18.95M | 5.3% | −8.0K | Reduced |
| 6 | Dimensional ETF Trust | 299.2K | $17.81M | 5.0% | −1.1K | Reduced |
| 7 | American Centy ETF Tr | 160.7K | $16.39M | 4.6% | +26.4K | Added |
| 8 | American Centy ETF Tr | 190.3K | $14.65M | 4.1% | +21.1K | Added |
| 9 | American Centy ETF Tr | 142.3K | $13.37M | 3.7% | +15.0K | Added |
| 10 | Nvidia Corporation | 57.7K | $10.75M | 3.0% | +882 | Added |
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