Petaluma, CACIK 20212174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 605.3K | $29.51M | 16.2% | +41.5K | Added |
| 2 | Schwab Strategic Tr | 1.07M | $28.78M | 15.8% | +56.5K | Added |
| 3 | Vanguard Bd Index Fds | 351.9K | $27.41M | 15.0% | +26.0K | Added |
| 4 | Vanguard Intl Equity Index F |
| 253.2K |
| $21.17M |
| 11.6% |
| +6.2K |
| Added |
| 5 | Ishares Tr | 117.9K | $10.27M | 5.6% | +6.9K | Added |
| 6 | Apple Inc | 35.2K | $9.58M | 5.2% | −251 | Reduced |
| 7 | Vanguard World Fd | 11.3K | $8.50M | 4.7% | −20 | Reduced |
| 8 | Vanguard Bd Index Fds | 111.0K | $8.22M | 4.5% | −277 | Reduced |
| 9 | Vanguard Charlotte Fds | 126.4K | $6.11M | 3.3% | +14.2K | Added |
| 10 | Ishares Tr | 86.9K | $5.96M | 3.3% | −1.2K | Reduced |
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