Walnut Creek, CACIK 19762565 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
955 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 671.1K | $31.23M | 11.1% | +55.4K | Added |
| 2 | Schwab Strategic Tr | 737.5K | $20.07M | 7.1% | −7.0K | Reduced |
| 3 | Ishares Tr | 117.2K | $19.68M | 7.0% | −4.5K | Reduced |
| 4 | American Centy ETF Tr |
| 173.8K |
| $14.30M |
| 5.1% |
| +8.8K |
| Added |
| 5 | Schwab Strategic Tr | 420.6K | $11.32M | 4.0% | −16.9K | Reduced |
| 6 | Vanguard Index Fds | 32.4K | $9.42M | 3.3% | −2.2K | Reduced |
| 7 | Apple Inc | 30.5K | $8.28M | 2.9% | −2.6K | Reduced |
| 8 | American Centy ETF Tr | 103.2K | $7.95M | 2.8% | +4.8K | Added |
| 9 | Alphabet Inc | 22.5K | $7.03M | 2.5% | −1.2K | Reduced |
| 10 | Dimensional ETF Trust | 143.8K | $6.24M | 2.2% | −2.5K | Reduced |
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