Sherman Oaks, CACIK 20426544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,069 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 657.3K | $33.25M | 9.4% | +195.5K | Added |
| 2 | Nvidia Corporation | 154.4K | $28.79M | 8.1% | −4.3K | Reduced |
| 3 | Janus Detroit Str Tr | 521.1K | $26.36M | 7.4% | +73.0K | Added |
| 4 | Vanguard Index Fds |
| 34.5K |
| $21.61M |
| 6.1% |
| −1.8K |
| Reduced |
| 5 | Apple Inc | 62.8K | $17.08M | 4.8% | +372 | Added |
| 6 | Ishares Tr | 189.9K | $16.99M | 4.8% | +10.2K | Added |
| 7 | Microsoft Corp | 33.9K | $16.37M | 4.6% | −637 | Reduced |
| 8 | Invesco Exch Traded Fd Tr II | 44.4K | $11.22M | 3.2% | +3.3K | Added |
| 9 | Schwab Strategic Tr | 386.0K | $10.50M | 3.0% | +9.7K | Added |
| 10 | Vanguard Scottsdale Fds | 108.8K | $10.04M | 2.8% | +8.5K | Added |
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