San Clemente, CACIK 20015444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 52.5K | $26.39M | 14.5% | +1.6K | Added |
| 2 | Invesco Exchange Traded Fd T | 132.4K | $25.37M | 13.9% | +3.3K | Added |
| 3 | Ishares Tr | 36.5K | $24.98M | 13.7% | +527 | Added |
| 4 | Vanguard Tax-Managed Fds |
| 397.5K |
| $24.83M |
| 13.6% |
| +4.5K |
| Added |
| 5 | Vanguard Bd Index Fds | 232.3K | $18.30M | 10.1% | +18.7K | Added |
| 6 | Vanguard Bd Index Fds | 142.1K | $11.06M | 6.1% | +4.7K | Added |
| 7 | Ishares Tr | 57.9K | $6.95M | 3.8% | +1.4K | Added |
| 8 | Ishares Tr | 104.3K | $6.89M | 3.8% | +3.2K | Added |
| 9 | Vanguard Intl Equity Index F | 117.2K | $6.30M | 3.5% | +3.2K | Added |
| 10 | Spdr S&P 500 ETF Tr | 6.4K | $4.33M | 2.4% | +47 | Added |
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