Manhattan Beach, CACIK 20119044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 59.2K | $36.34M | 16.2% | +144 | Added |
| 2 | Apple Inc | 61.6K | $16.74M | 7.5% | +203 | Added |
| 3 | Vanguard Tax-Managed Fds | 241.6K | $15.09M | 6.7% | +16.7K | Added |
| 4 | Vanguard Index Fds |
| 60.6K |
| $11.58M |
| 5.2% |
| +6.5K |
| Added |
| 5 | Vanguard Intl Equity Index F | 199.0K | $10.70M | 4.8% | +2.9K | Added |
| 6 | Spdr Series Trust | 174.9K | $10.13M | 4.5% | +17.7K | Added |
| 7 | Vanguard Index Fds | 11.1K | $5.41M | 2.4% | −5 | Reduced |
| 8 | Jpmorgan Chase Finl Co LLC | 176.1K | $5.27M | 2.3% | +18.0K | Added |
| 9 | Ishares Tr | 225.2K | $5.20M | 2.3% | +31.7K | Added |
| 10 | Schwab Strategic Tr | 159.0K | $4.53M | 2.0% | +1.4K | Added |
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