Sante Fe, NMCIK 20324865 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 884.2K | $23.2K | 14.8% | +471 | Added |
| 2 | Wisdomtree Tr | 406.3K | $20.4K | 13.1% | −32.5K | Reduced |
| 3 | Vanguard Index Fds | 43.7K | $14.7K | 9.4% | +1.5K | Added |
| 4 | Ishares Tr |
| 101.9K |
| $10.2K |
| 6.5% |
| −5.5K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 142.8K | $7.7K | 4.9% | +4.9K | Added |
| 6 | Schwab Strategic Tr | 300.6K | $7.2K | 4.6% | −2.2K | Reduced |
| 7 | Vanguard Bd Index Fds | 77.4K | $5.7K | 3.7% | +2.2K | Added |
| 8 | Tesla Inc | 12.2K | $5.5K | 3.5% | +9 | Added |
| 9 | Vanguard Tax-Managed Fds | 82.8K | $5.2K | 3.3% | +3.8K | Added |
| 10 | Schwab Strategic Tr | 212.6K | $5.0K | 3.2% | +20.6K | Added |
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