San Diego, CACIK 20294644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 143.4K | $49.23M | 34.0% | +8.2K | Added |
| 2 | Vanguard Bd Index Fds | 236.1K | $17.52M | 12.1% | +38.4K | Added |
| 3 | Ishares Tr | 148.7K | $14.89M | 10.3% | +2.0K | Added |
| 4 | Vanguard Index Fds |
| 22.3K |
| $10.60M |
| 7.3% |
| +2.4K |
| Added |
| 5 | Vanguard Whitehall Fds | 64.9K | $10.10M | 7.0% | +4.3K | Added |
| 6 | Vanguard Specialized Funds | 42.0K | $9.65M | 6.7% | +2.8K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 37.9K | $9.61M | 6.6% | +179 | Added |
| 8 | Vanguard Index Fds | 94.8K | $8.75M | 6.0% | +6.6K | Added |
| 9 | Vanguard Scottsdale Fds | 83.9K | $6.71M | 4.6% | +6.7K | Added |
| 10 | Vanguard Scottsdale Fds | 61.2K | $5.13M | 3.5% | +1.0K | Added |
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