San Diego, CACIK 20142004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 102.5K | $19.59M | 9.8% | +20.8K | Added |
| 2 | Ishares Tr | 27.1K | $18.59M | 9.3% | −3.9K | Reduced |
| 3 | Vanguard Index Fds | 30.2K | $14.72M | 7.4% | −19 | Reduced |
| 4 | Ishares Tr |
| 293.3K |
| $13.65M |
| 6.9% |
| +45.6K |
| Added |
| 5 | Apple Inc | 38.9K | $10.56M | 5.3% | −46 | Reduced |
| 6 | Blackrock ETF Trust | 168.8K | $10.27M | 5.2% | −4.4K | Reduced |
| 7 | Ishares Tr | 20.8K | $7.13M | 3.6% | −603 | Reduced |
| 8 | Vanguard Intl Equity Index F | 128.7K | $6.92M | 3.5% | +47.3K | Added |
| 9 | Vanguard Scottsdale Fds | 114.7K | $5.40M | 2.7% | +3.1K | Added |
| 10 | Blackrock ETF Trust II | 102.7K | $5.22M | 2.6% | +2.4K | Added |
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