Glendora, CACIK 20447114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 195.8K | $12.52M | 9.7% | −2.3K | Reduced |
| 2 | Schwab Strategic Tr | 380.6K | $10.37M | 8.0% | +8.3K | Added |
| 3 | Vanguard Bd Index Fds | 101.2K | $7.51M | 5.8% | +2.4K | Added |
| 4 | Ishares Tr |
| 49.3K |
| $5.30M |
| 4.1% |
| +1.9K |
| Added |
| 5 | Vanguard Mun Bd Fds | 102.2K | $5.16M | 4.0% | −1.2K | Reduced |
| 6 | Schwab Strategic Tr | 171.1K | $5.10M | 3.9% | +6.3K | Added |
| 7 | Sei Exchange Traded Funds | 116.2K | $4.90M | 3.8% | −3.7K | Reduced |
| 8 | Sei Exchange Traded Funds | 103.1K | $4.84M | 3.7% | −1.3K | Reduced |
| 9 | Vanguard Intl Equity Index F | 85.4K | $4.73M | 3.7% | −2.1K | Reduced |
| 10 | Vanguard Charlotte Fds | 91.8K | $4.46M | 3.4% | +2.5K | Added |
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