Irvine, CACIK 19525324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 59.3K | $37.21M | 23.0% | −3.1K | Reduced |
| 2 | Vanguard Bd Index Fds | 172.9K | $12.81M | 7.9% | −531 | Reduced |
| 3 | Ishares Tr | 95.6K | $9.55M | 5.9% | −2.2K | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 94.4K |
| $7.89M |
| 4.9% |
| −3.9K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 81.1K | $7.33M | 4.5% | −3.5K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 9.6K | $6.53M | 4.0% | −1.0K | Reduced |
| 7 | Ishares Tr | 65.4K | $6.29M | 3.9% | +1.6K | Added |
| 8 | Vanguard Intl Equity Index F | 109.6K | $5.89M | 3.6% | −3.3K | Reduced |
| 9 | Apple Inc | 19.4K | $5.28M | 3.3% | −89 | Reduced |
| 10 | Vanguard Wellington Fd | 49.2K | $5.00M | 3.1% | −1.3K | Reduced |
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