San Luis Obispo, CACIK 19890314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.59M | $52.03M | 20.3% | −53.1K | Reduced |
| 2 | Dimensional ETF Trust | 955.8K | $37.84M | 14.8% | −61.4K | Reduced |
| 3 | Vanguard Index Fds | 85.1K | $28.52M | 11.2% | −354 | Reduced |
| 4 | American Centy ETF Tr |
| 206.2K |
| $23.05M |
| 9.0% |
| −10.0K |
| Reduced |
| 5 | American Centy ETF Tr | 251.7K | $20.72M | 8.1% | −5.4K | Reduced |
| 6 | Vanguard Bd Index Fds | 248.1K | $19.56M | 7.6% | +45.7K | Added |
| 7 | Vanguard Bd Index Fds | 178.9K | $13.25M | 5.2% | +31.5K | Added |
| 8 | Rbb Fund Trust | 167.6K | $9.48M | 3.7% | 0 | Held |
| 9 | Vanguard Star Fds | 117.8K | $8.88M | 3.5% | −255 | Reduced |
| 10 | Vanguard Scottsdale Fds | 96.7K | $7.71M | 3.0% | +13.2K | Added |
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