Thousand Oaks, CACIK 19676404 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 | Ishares Tr | 267.5K | $44.92M | 9.8% | +3.7K | Added |
| 2 | Ishares Tr | 357.3K | $42.64M | 9.3% | +9.3K | Added |
| 3 | Ishares Tr | 401.9K | $33.15M | 7.3% | +10.6K | Added |
| 4 | Ishares Tr |
| 280.3K |
| $28.74M |
| 6.3% |
| +9.2K |
| Added |
| 5 | Ishares Tr | 1.20M | $27.60M | 6.0% | +26.9K | Added |
| 6 | Ishares Tr | 120.6K | $25.58M | 5.6% | −963 | Reduced |
| 7 | Ishares Tr | 365.0K | $25.34M | 5.5% | +7.2K | Added |
| 8 | Ishares Tr | 178.7K | $19.69M | 4.3% | +3.5K | Added |
| 9 | Ishares Tr | 186.4K | $19.08M | 4.2% | +5.7K | Added |
| 10 | Vanguard Index Fds | 34.4K | $16.78M | 3.7% | −2.6K | Reduced |
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