Laguna Hills, CACIK 20049804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 457.9K | $153.53M | 32.4% | +1.1K | Added |
| 2 | Vanguard Star Fds | 826.6K | $62.36M | 13.1% | +14.4K | Added |
| 3 | Harbor Long | 1.13M | $35.17M | 7.4% | +333 | Added |
| 4 | Vanguard Scottsdale Fds |
| 574.7K |
| $34.44M |
| 7.3% |
| +10.4K |
| Added |
| 5 | Janus Detroit Str Tr | 598.3K | $27.33M | 5.8% | +8.9K | Added |
| 6 | Vanguard Scottsdale Fds | 326.9K | $26.06M | 5.5% | +4.0K | Added |
| 7 | Etfs Gold Tr | 584.8K | $24.02M | 5.1% | −22.5K | Reduced |
| 8 | Putnam ETF Trust | 429.3K | $19.56M | 4.1% | +3.2K | Added |
| 9 | Vanguard Mun Bd Fds | 329.9K | $16.59M | 3.5% | −1.3K | Reduced |
| 10 | Schwab Strategic Tr | 537.7K | $13.10M | 2.8% | +8.3K | Added |
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