San Diego, CACIK 20057434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.80M | $71.2K | 19.6% | +10.8K | Added |
| 2 | Vanguard Index Fds | 111.9K | $37.5K | 10.3% | −12.0K | Reduced |
| 3 | Dimensional ETF Trust | 1.04M | $35.8K | 9.8% | +318.9K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 379.2K |
| $23.7K |
| 6.5% |
| +90.9K |
| Added |
| 5 | Schwab Strategic Tr | 650.2K | $16.3K | 4.5% | +325.9K | Added |
| 6 | Dimensional ETF Trust | 320.9K | $15.4K | 4.2% | +10.4K | Added |
| 7 | Dimensional ETF Trust | 297.4K | $12.7K | 3.5% | +12.1K | Added |
| 8 | Spdr Series Trust | 133.2K | $10.7K | 2.9% | +3.1K | Added |
| 9 | Vanguard Index Fds | 50.0K | $10.6K | 2.9% | +1.6K | Added |
| 10 | Dimensional ETF Trust | 270.1K | $8.9K | 2.5% | +30.4K | Added |
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