Santa Barbara, CACIK 20273774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 2.91M | $324.83M | 39.3% | −126.8K | Reduced |
| 2 | American Centy ETF Tr | 2.44M | $191.61M | 23.2% | −235.8K | Reduced |
| 3 | American Centy ETF Tr | 1.43M | $117.48M | 14.2% | −87.2K | Reduced |
| 4 |
| 1.08M |
| $82.83M |
| 10.0% |
| −91.7K |
| Reduced |
| 5 | Vanguard Index Fds | 53.3K | $33.43M | 4.0% | −7.9K | Reduced |
| 6 | Vanguard Index Fds | 46.5K | $22.67M | 2.7% | −2.6K | Reduced |
| 7 | Vanguard Index Fds | 117.0K | $22.34M | 2.7% | −3.2K | Reduced |
| 8 | Ishares Tr | 177.2K | $14.61M | 1.8% | −18.4K | Reduced |
| 9 | Ishares Inc | 163.6K | $11.00M | 1.3% | −82.7K | Reduced |
| 10 | Vanguard Whitehall Fds | 47.3K | $4.32M | 0.5% | −2.1K | Reduced |
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