San Francisco, CACIK 19349654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 65.6K | $27.07M | 18.7% | −4.2K | Reduced |
| 2 | Vanguard Specialized Funds | 98.0K | $21.53M | 14.9% | +7.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 336.4K | $21.01M | 14.6% | +45.7K | Added |
| 4 | Vanguard World Fd |
| 57.2K |
| $8.08M |
| 5.6% |
| +4.5K |
| Added |
| 5 | Schwab Strategic Tr | 241.3K | $7.87M | 5.5% | −237 | Reduced |
| 6 | Vanguard Index Fds | 20.9K | $6.08M | 4.2% | −6.1K | Reduced |
| 7 | Ishares Tr | 106.5K | $5.63M | 3.9% | +15.6K | Added |
| 8 | Ishares Tr | 56.2K | $5.40M | 3.7% | +425 | Added |
| 9 | Ishares Tr | 37.3K | $4.49M | 3.1% | +12.4K | Added |
| 10 | Vanguard Index Fds | 22.1K | $4.21M | 2.9% | −40 | Reduced |
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