Thousand Oaks, CACIK 19893794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 21.9K | $15.02M | 10.1% | +74 | Added |
| 2 | American Centy ETF Tr | 82.6K | $9.45M | 6.4% | +1.2K | Added |
| 3 | Schwab Strategic Tr | 228.0K | $6.25M | 4.2% | −1.6K | Reduced |
| 4 | Ishares Tr |
| 51.2K |
| $6.11M |
| 4.1% |
| +1.5K |
| Added |
| 5 | Ishares Tr | 129.9K | $5.90M | 4.0% | +5.3K | Added |
| 6 | Ishares Tr | 56.4K | $4.67M | 3.2% | +2.0K | Added |
| 7 | Vanguard Index Fds | 42.2K | $3.74M | 2.5% | +330 | Added |
| 8 | Ishares Tr | 34.0K | $3.27M | 2.2% | +1.9K | Added |
| 9 | Ishares Tr | 24.8K | $3.06M | 2.1% | −37 | Reduced |
| 10 | Apple Inc | 10.8K | $2.95M | 2.0% | −530 | Reduced |
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