San Francisco, CACIK 20536534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 505.2K | $23.54M | 18.4% | +1.2K | Added |
| 2 | Vanguard Malvern Fds | 398.3K | $19.70M | 15.4% | +12.8K | Added |
| 3 | Palantir Technologies Inc | 107.3K | $19.08M | 14.9% | −10.0K | Reduced |
| 4 | Ishares Tr |
| 194.4K |
| $18.70M |
| 14.6% |
| +7.6K |
| Added |
| 5 | Vanguard Index Fds | 47.3K | $15.87M | 12.4% | +598 | Added |
| 6 | Ea Series Trust | 541.3K | $12.61M | 9.9% | −15.1K | Reduced |
| 7 | American Centy ETF Tr | 57.2K | $5.84M | 4.6% | +5.4K | Added |
| 8 | Dimensional ETF Trust | 95.7K | $4.78M | 3.7% | −2.7K | Reduced |
| 9 | Vanguard Index Fds | 11.4K | $2.17M | 1.7% | +468 | Added |
| 10 | Vanguard Scottsdale Fds | 35.8K | $2.15M | 1.7% | 0 | Held |
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