San Francisco, CACIK 19928254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5,416 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 759.9K | $520.46M | 5.6% | +164.1K | Added |
| 2 | Apple Inc | 955.7K | $259.81M | 2.8% | +265.7K | Added |
| 3 | Vanguard Index Fds | 383.0K | $240.20M | 2.6% | +69.6K | Added |
| 4 | Nvidia Corporation |
| 1.19M |
| $222.04M |
| 2.4% |
| +388.6K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 2.62M | $163.40M | 1.8% | +600.6K | Added |
| 6 | Dimensional ETF Trust | 3.24M | $161.51M | 1.7% | +1.02M | Added |
| 7 | Microsoft Corp | 291.6K | $141.04M | 1.5% | +73.9K | Added |
| 8 | Schwab Strategic Tr | 3.97M | $106.89M | 1.1% | +1.08M | Added |
| 9 | Ishares Tr | 1.05M | $105.72M | 1.1% | +85.2K | Added |
| 10 | Amazon Com Inc | 450.9K | $104.07M | 1.1% | +126.4K | Added |
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