Los Angeles, CACIK 20541114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
183 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 238.3K | $47.56M | 8.3% | +25.0K | Added |
| 2 | Vanguard Index Fds | 66.3K | $41.60M | 7.3% | +5.5K | Added |
| 3 | Ishares Tr | 53.7K | $36.78M | 6.5% | +7.0K | Added |
| 4 | Invesco Exch Traded Fd Tr II |
| 91.7K |
| $23.19M |
| 4.1% |
| +9.1K |
| Added |
| 5 | Invesco Exch Traded Fd Tr II | 182.9K | $20.94M | 3.7% | +22.2K | Added |
| 6 | Apple Inc | 61.4K | $16.41M | 2.9% | +4.5K | Added |
| 7 | Ishares Tr | 143.7K | $13.84M | 2.4% | +15.2K | Added |
| 8 | Vanguard World Fd | 16.9K | $12.73M | 2.2% | +569 | Added |
| 9 | Ishares Tr | 213.0K | $12.24M | 2.1% | +12.3K | Added |
| 10 | Microsoft Corp | 24.5K | $11.68M | 2.0% | +879 | Added |
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