Milbrae, CACIK 20524364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 45.0K | $28.24M | 24.3% | −7.2K | Reduced |
| 2 | Dimensional ETF Trust | 597.1K | $19.54M | 16.8% | +49.9K | Added |
| 3 | Vanguard Specialized Funds | 62.1K | $13.64M | 11.7% | +8.8K | Added |
| 4 | Schwab Strategic Tr |
| 440.2K |
| $10.58M |
| 9.1% |
| +16.9K |
| Added |
| 5 | Dimensional ETF Trust | 263.7K | $10.44M | 9.0% | +60.9K | Added |
| 6 | Vanguard Bd Index Fds | 82.0K | $6.39M | 5.5% | +347 | Added |
| 7 | Vanguard Index Fds | 28.9K | $5.12M | 4.4% | +13.3K | Added |
| 8 | Ishares Tr | 36.6K | $4.40M | 3.8% | +1.6K | Added |
| 9 | Ishares Tr | 52.2K | $3.00M | 2.6% | +14.5K | Added |
| 10 | Vanguard Mun Bd Fds | 56.6K | $2.84M | 2.4% | +16.3K | Added |
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