Fullerton, CACIK 19512834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
52 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 174.1K | $111.30M | 16.8% | −3.5K | Reduced |
| 2 | Vanguard Index Fds | 175.1K | $86.24M | 13.0% | +4.0K | Added |
| 3 | Pgim ETF Tr | 1.53M | $76.11M | 11.5% | −467.3K | Reduced |
| 4 | Schwab Strategic Tr |
| 2.78M |
| $69.78M |
| 10.5% |
| +976.4K |
| Added |
| 5 | J P Morgan Exchange Traded F | 1.17M | $59.36M | 9.0% | −305.5K | Reduced |
| 6 | Vanguard Index Fds | 264.3K | $52.04M | 7.9% | +3.3K | Added |
| 7 | Fidelity Merrimack Str Tr | 1.01M | $46.57M | 7.0% | +479.5K | Added |
| 8 | Vanguard Specialized Funds | 138.1K | $31.16M | 4.7% | +300 | Added |
| 9 | Spdr Series Trust | 978.1K | $28.63M | 4.3% | +27.3K | Added |
| 10 | Vanguard Index Fds | 66.0K | $17.96M | 2.7% | −5.3K | Reduced |
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