San Diego, X1CIK 20120334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 865.7K | $39.35M | 13.6% | +2.1K | Added |
| 2 | Ishares Tr | 433.2K | $30.07M | 10.4% | +4.0K | Added |
| 3 | Vanguard Index Fds | 104.7K | $22.17M | 7.6% | −9.8K | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 346.8K |
| $18.64M |
| 6.4% |
| +6.2K |
| Added |
| 5 | Vanguard Bd Index Fds | 231.7K | $18.04M | 6.2% | +6.5K | Added |
| 6 | Schwab Strategic Tr | 573.3K | $15.72M | 5.4% | −251.1K | Reduced |
| 7 | Vanguard Charlotte Fds | 272.1K | $13.15M | 4.5% | +12.2K | Added |
| 8 | Schwab Strategic Tr | 395.6K | $10.48M | 3.6% | +17.6K | Added |
| 9 | Ishares Tr | 90.1K | $9.00M | 3.1% | +1.7K | Added |
| 10 | Vanguard Scottsdale Fds | 107.2K | $8.98M | 3.1% | +3.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio