Santa Monica, CACIK 19291394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
220 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 1.23M | $137.88M | 15.5% | +42.5K | Added |
| 2 | Dimensional ETF Trust | 2.40M | $104.30M | 11.7% | +1.4K | Added |
| 3 | American Centy ETF Tr | 467.2K | $38.46M | 4.3% | +22.9K | Added |
| 4 | Dimensional ETF Trust |
| 854.9K |
| $36.63M |
| 4.1% |
| −293 |
| Reduced |
| 5 | Apple Inc | 118.4K | $32.20M | 3.6% | +35.6K | Added |
| 6 | American Centy ETF Tr | 359.0K | $27.65M | 3.1% | +20.0K | Added |
| 7 | Dimensional ETF Trust | 515.1K | $26.68M | 3.0% | +28.1K | Added |
| 8 | Dimensional ETF Trust | 536.3K | $25.10M | 2.8% | +14.9K | Added |
| 9 | Dimensional ETF Trust | 557.3K | $23.12M | 2.6% | −5.5K | Reduced |
| 10 | American Centy ETF Tr | 211.9K | $19.91M | 2.2% | +4.6K | Added |
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