San Jose, CACIK 19710294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
232 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 360.6K | $26.71M | 7.2% | +109.8K | Added |
| 2 | Nvidia Corporation | 133.4K | $24.87M | 6.7% | +1.4K | Added |
| 3 | Vanguard Index Fds | 43.4K | $21.16M | 5.7% | +1.0K | Added |
| 4 | Vanguard Index Fds |
| 109.8K |
| $20.98M |
| 5.7% |
| +3.1K |
| Added |
| 5 | Schwab Strategic Tr | 482.7K | $15.30M | 4.1% | −24.6K | Reduced |
| 6 | Ishares Tr | 143.0K | $13.75M | 3.7% | +22.4K | Added |
| 7 | Dimensional ETF Trust | 241.9K | $12.07M | 3.3% | +1.8K | Added |
| 8 | Dimensional ETF Trust | 221.2K | $10.61M | 2.9% | +172.5K | Added |
| 9 | Dimensional ETF Trust | 186.6K | $8.69M | 2.4% | −506 | Reduced |
| 10 | Capital Grp Fixed Incm ETF T | 298.4K | $7.91M | 2.1% | +4.6K | Added |
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