Long Beach, CACIK 19612921 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 286.3K | $11.34M | 11.6% | +286.3K | New Position |
| 2 | Ishares Tr | 11.2K | $7.64M | 7.8% | +11.2K | New Position |
| 3 | Ishares Tr | 68.1K | $6.80M | 7.0% | +68.1K | New Position |
| 4 | Invesco Exchange Traded Fd T |
| 95.7K |
| $6.74M |
| 6.9% |
| +95.7K |
| New Position |
| 5 | Ishares Tr | 97.2K | $6.50M | 6.7% | +97.2K | New Position |
| 6 | Apple Inc | 19.7K | $5.36M | 5.5% | +19.7K | New Position |
| 7 | Dimensional ETF Trust | 135.6K | $4.44M | 4.5% | +135.6K | New Position |
| 8 | Vanguard Charlotte Fds | 80.1K | $3.87M | 4.0% | +80.1K | New Position |
| 9 | Vanguard Intl Equity Index F | 70.3K | $3.78M | 3.9% | +70.3K | New Position |
| 10 | Berkshire Hathaway Inc Del | 6.3K | $3.17M | 3.2% | +6.3K | New Position |
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