San Rafael, CACIK 19254204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
329 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 569.2K | $57.14M | 8.1% | +184.4K | Added |
| 2 | Apple Inc | 192.4K | $52.31M | 7.4% | −2.5K | Reduced |
| 3 | Schwab Strategic Tr | 1.95M | $47.57M | 6.7% | +39.3K | Added |
| 4 | Dimensional ETF Trust |
| 749.7K |
| $29.68M |
| 4.2% |
| +36.6K |
| Added |
| 5 | Dimensional ETF Trust | 583.9K | $29.14M | 4.1% | +39.6K | Added |
| 6 | Dimensional ETF Trust | 733.1K | $27.94M | 3.9% | +48.6K | Added |
| 7 | Vanguard Index Fds | 124.7K | $23.82M | 3.4% | +2.6K | Added |
| 8 | Dimensional ETF Trust | 713.8K | $23.25M | 3.3% | +47.0K | Added |
| 9 | Vanguard Bd Index Fds | 165.9K | $12.92M | 1.8% | +8.6K | Added |
| 10 | Nvidia Corporation | 67.2K | $12.53M | 1.8% | −4.3K | Reduced |
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