Santa Clara, CACIK 19314654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 107.9K | $20.12M | 8.7% | +2.6K | Added |
| 2 | Vanguard Bd Index Fds | 247.4K | $18.33M | 7.9% | +12.9K | Added |
| 3 | Ishares Tr | 152.3K | $16.31M | 7.0% | +21.2K | Added |
| 4 | Spdr Series Trust |
| 109.1K |
| $10.61M |
| 4.6% |
| +10.6K |
| Added |
| 5 | Vanguard World Fd | 13.8K | $10.43M | 4.5% | +831 | Added |
| 6 | Apple Inc | 36.0K | $9.78M | 4.2% | +3.5K | Added |
| 7 | Pimco ETF Tr | 183.0K | $9.59M | 4.1% | −720 | Reduced |
| 8 | Alphabet Inc | 29.1K | $9.10M | 3.9% | +855 | Added |
| 9 | Vanguard Tax-Managed Fds | 138.8K | $8.67M | 3.7% | +30.7K | Added |
| 10 | Amazon Com Inc | 31.1K | $7.19M | 3.1% | +2.3K | Added |
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