Marina Del Rey, CACIK 20177443 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
140 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 193.4K | $23.55M | 8.6% | +13.8K | Added |
| 2 | Ishares Tr | 170.8K | $17.06M | 6.2% | +33.4K | Added |
| 3 | Vanguard Scottsdale Fds | 166.0K | $15.32M | 5.6% | +17.3K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 158.1K |
| $9.87M |
| 3.6% |
| +42.9K |
| Added |
| 5 | Vanguard Index Fds | 29.0K | $9.72M | 3.5% | +1.1K | Added |
| 6 | Ishares Tr | 124.4K | $8.21M | 3.0% | +7.3K | Added |
| 7 | Ea Series Trust | 285.0K | $7.72M | 2.8% | +3.0K | Added |
| 8 | Vanguard Intl Equity Index F | 141.4K | $7.60M | 2.8% | +37.9K | Added |
| 9 | Schwab Strategic Tr | 258.4K | $7.09M | 2.6% | −3.2K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 8.6K | $5.86M | 2.1% | −197 | Reduced |
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