Petaluma, CACIK 20359514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 548.0K | $13.17M | 5.6% | +11.6K | Added |
| 2 | Apple Inc | 37.8K | $10.28M | 4.3% | +97 | Added |
| 3 | Schwab Strategic Tr | 319.7K | $9.10M | 3.8% | +21.5K | Added |
| 4 | Schwab Strategic Tr |
| 310.3K |
| $8.14M |
| 3.4% |
| +5.6K |
| Added |
| 5 | Vanguard Index Fds | 27.0K | $7.82M | 3.3% | +184 | Added |
| 6 | Vanguard Tax-Managed Fds | 117.8K | $7.36M | 3.1% | +2.7K | Added |
| 7 | Vanguard Index Fds | 27.9K | $7.20M | 3.0% | −212 | Reduced |
| 8 | Vanguard Specialized Funds | 32.2K | $7.09M | 3.0% | −136 | Reduced |
| 9 | Vanguard Index Fds | 28.5K | $6.04M | 2.6% | +194 | Added |
| 10 | Schwab Strategic Tr | 175.6K | $5.28M | 2.2% | +29.2K | Added |
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