Los Angeles, CACIK 20430844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 409.9K | $20.73M | 13.6% | −31.9K | Reduced |
| 2 | Apple Inc | 35.7K | $9.72M | 6.4% | −392 | Reduced |
| 3 | Amazon Com Inc | 31.6K | $7.30M | 4.8% | −724 | Reduced |
| 4 | Goldman Sachs ETF Tr |
| 126.2K |
| $6.37M |
| 4.2% |
| +91.5K |
| Added |
| 5 | Alphabet Inc | 20.2K | $6.33M | 4.1% | −417 | Reduced |
| 6 | Nvidia Corporation | 27.7K | $5.16M | 3.4% | −208 | Reduced |
| 7 | Meta Platforms Inc | 7.6K | $5.00M | 3.3% | −186 | Reduced |
| 8 | Ishares Tr | 8.8K | $4.17M | 2.7% | −952 | Reduced |
| 9 | Ishares Tr | 15.0K | $3.16M | 2.1% | −1.6K | Reduced |
| 10 | Ishares Tr | 4.4K | $3.04M | 2.0% | −1 | Reduced |
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