Santa Barbara, CACIK 20347934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
261 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Silver Tr | 215.8K | $14.62M | 6.0% | 0 | Held |
| 2 | Dimensional ETF Trust | 162.9K | $8.14M | 3.4% | −924 | Reduced |
| 3 | American Centy ETF Tr | 59.9K | $6.93M | 2.9% | −965 | Reduced |
| 4 | Dimensional ETF Trust |
| 104.1K |
| $6.84M |
| 2.8% |
| +1 |
| Added |
| 5 | American Centy ETF Tr | 72.8K | $6.58M | 2.7% | −2.5K | Reduced |
| 6 | Blackrock ETF Trust II | 128.2K | $6.50M | 2.7% | +1.8K | Added |
| 7 | Nvidia Corporation | 33.4K | $6.25M | 2.6% | −522 | Reduced |
| 8 | Spdr Gold Tr | 13.1K | $5.90M | 2.4% | 0 | Held |
| 9 | Dimensional ETF Trust | 149.9K | $5.65M | 2.3% | −5.6K | Reduced |
| 10 | Dimensional ETF Trust | 135.0K | $5.49M | 2.3% | −3.5K | Reduced |
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