Santa Monica, CACIK 19291704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
465 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 589.5K | $243.31M | 13.4% | +10.8K | Added |
| 2 | Vanguard Intl Equity Index F | 1.43M | $201.56M | 11.1% | +75.3K | Added |
| 3 | Spdr Series Trust | 2.07M | $117.75M | 6.5% | +186.6K | Added |
| 4 | Vanguard Star Fds |
| 1.39M |
| $105.08M |
| 5.8% |
| +106.1K |
| Added |
| 5 | Vanguard Index Fds | 162.7K | $102.03M | 5.6% | +23.2K | Added |
| 6 | Schwab Strategic Tr | 2.34M | $76.23M | 4.2% | +157.2K | Added |
| 7 | Ishares Tr | 702.9K | $75.29M | 4.2% | +36.4K | Added |
| 8 | Vanguard Intl Equity Index F | 737.4K | $61.65M | 3.4% | +38.7K | Added |
| 9 | Vanguard Index Fds | 254.1K | $48.54M | 2.7% | −12.2K | Reduced |
| 10 | Microsoft Corp | 98.2K | $47.48M | 2.6% | +9.0K | Added |
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