San Carlos, CACIK 20446794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 982.4K | $38.89M | 29.9% | +6.4K | Added |
| 2 | Dimensional ETF Trust | 554.4K | $18.14M | 14.0% | +764 | Added |
| 3 | Vanguard Index Fds | 26.1K | $16.34M | 12.6% | +1.4K | Added |
| 4 | Dimensional ETF Trust |
| 204.3K |
| $9.84M |
| 7.6% |
| +10.8K |
| Added |
| 5 | Dimensional ETF Trust | 170.6K | $7.26M | 5.6% | +7.2K | Added |
| 6 | Dimensional ETF Trust | 168.0K | $6.39M | 4.9% | −1.6K | Reduced |
| 7 | Spdr Index Shs Fds | 137.7K | $6.12M | 4.7% | +8.6K | Added |
| 8 | Vanguard Mun Bd Fds | 110.1K | $5.53M | 4.3% | +7.8K | Added |
| 9 | Vanguard Index Fds | 17.8K | $3.73M | 2.9% | +1.1K | Added |
| 10 | Apple Inc | 9.7K | $2.62M | 2.0% | −44 | Reduced |
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