Los Angeles, CACIK 20517054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 109.2K | $36.61M | 13.2% | −3.1K | Reduced |
| 2 | Philip Morris Intl Inc | 127.0K | $20.37M | 7.3% | −1.1K | Reduced |
| 3 | Schwab Strategic Tr | 574.7K | $18.75M | 6.8% | −29.1K | Reduced |
| 4 | Vanguard Index Fds |
| 60.2K |
| $12.74M |
| 4.6% |
| −852 |
| Reduced |
| 5 | Schwab Strategic Tr | 481.8K | $12.64M | 4.6% | −36.4K | Reduced |
| 6 | Dimensional ETF Trust | 259.1K | $12.13M | 4.4% | +25.2K | Added |
| 7 | Dimensional ETF Trust | 266.9K | $10.15M | 3.7% | −6.1K | Reduced |
| 8 | Vanguard Index Fds | 52.6K | $10.05M | 3.6% | −1.2K | Reduced |
| 9 | Schwab Strategic Tr | 276.1K | $8.18M | 2.9% | −18.8K | Reduced |
| 10 | Vanguard Index Fds | 16.1K | $7.88M | 2.8% | −435 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio