San Diego, CACIK 20121704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 216.2K | $16.38M | 10.6% | +11.4K | Added |
| 2 | Schwab Strategic Tr | 354.1K | $11.55M | 7.5% | −17.8K | Reduced |
| 3 | Vanguard Scottsdale Fds | 125.7K | $7.38M | 4.8% | +6.5K | Added |
| 4 | Apple Inc |
| 26.3K |
| $7.15M |
| 4.6% |
| −2.1K |
| Reduced |
| 5 | Dimensional ETF Trust | 131.7K | $5.21M | 3.4% | −731 | Reduced |
| 6 | Palantir Technologies Inc | 29.1K | $5.17M | 3.3% | +23 | Added |
| 7 | Ishares Tr | 51.4K | $5.16M | 3.3% | +10.5K | Added |
| 8 | Broadcom Inc | 14.8K | $5.14M | 3.3% | −1.3K | Reduced |
| 9 | Schwab Strategic Tr | 204.5K | $5.13M | 3.3% | +4.2K | Added |
| 10 | Vanguard Bd Index Fds | 62.2K | $4.61M | 3.0% | +17.3K | Added |
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