La Jolla, CACIK 19672274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 640.5K | $25.36M | 14.7% | +13.6K | Added |
| 2 | Dimensional ETF Trust | 498.2K | $18.99M | 11.0% | +21.1K | Added |
| 3 | Vanguard Whitehall Fds | 221.0K | $14.90M | 8.7% | +14.9K | Added |
| 4 | Vanguard Index Fds |
| 34.8K |
| $11.68M |
| 6.8% |
| +535 |
| Added |
| 5 | Dimensional ETF Trust | 247.2K | $8.05M | 4.7% | +7.2K | Added |
| 6 | J P Morgan Exchange Traded F | 129.2K | $7.40M | 4.3% | +7.3K | Added |
| 7 | Vanguard Index Fds | 65.9K | $5.83M | 3.4% | +4.1K | Added |
| 8 | Ishares Gold Tr | 67.9K | $5.51M | 3.2% | +821 | Added |
| 9 | Ishares Tr | 57.2K | $5.51M | 3.2% | +6 | Added |
| 10 | Vanguard Intl Equity Index F | 99.2K | $4.55M | 2.6% | +7.3K | Added |
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