San Francisco, CACIK 20532424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.29M | $56.02M | 26.0% | +111.6K | Added |
| 2 | Nvidia Corporation | 186.6K | $34.80M | 16.2% | +47 | Added |
| 3 | Dimensional ETF Trust | 584.7K | $29.28M | 13.6% | −132.5K | Reduced |
| 4 | Dimensional ETF Trust |
| 357.3K |
| $15.31M |
| 7.1% |
| +9.8K |
| Added |
| 5 | Dimensional ETF Trust | 318.4K | $13.21M | 6.1% | +5.0K | Added |
| 6 | Fidelity Wise Origin Bitcoin | 120.1K | $9.15M | 4.2% | +14.8K | Added |
| 7 | Dimensional ETF Trust | 159.6K | $8.26M | 3.8% | +13.5K | Added |
| 8 | Dimensional ETF Trust | 166.5K | $8.02M | 3.7% | +24.1K | Added |
| 9 | Grayscale Bitcoin Trust ETF | 101.8K | $6.96M | 3.2% | −1.4K | Reduced |
| 10 | Dimensional ETF Trust | 158.7K | $6.76M | 3.1% | +16.8K | Added |
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