Thousand Oaks, CACIK 19584914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 205.1K | $21.88M | 11.6% | +703 | Added |
| 2 | Spdr Series Trust | 194.7K | $17.79M | 9.4% | +4.4K | Added |
| 3 | Spdr Series Trust | 217.3K | $12.35M | 6.5% | +6.8K | Added |
| 4 | Vanguard Index Fds |
| 22.8K |
| $11.10M |
| 5.9% |
| +365 |
| Added |
| 5 | Amgen Inc | 27.1K | $8.88M | 4.7% | +14.3K | Added |
| 6 | Vanguard Malvern Fds | 91.4K | $7.12M | 3.8% | +5.2K | Added |
| 7 | Ssga Active Tr | 149.8K | $7.08M | 3.8% | +6.6K | Added |
| 8 | Vanguard Specialized Funds | 29.6K | $6.51M | 3.4% | +891 | Added |
| 9 | Apple Inc | 22.8K | $6.21M | 3.3% | +43 | Added |
| 10 | Vanguard Whitehall Fds | 41.1K | $5.90M | 3.1% | +1.1K | Added |
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