Sherman Oaks, CACIK 20555354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 32.6K | $20.44M | 10.6% | +2.2K | Added |
| 2 | Invesco Exchange Traded Fd T | 93.0K | $17.81M | 9.3% | +13.4K | Added |
| 3 | Invesco Qqq Tr | 22.9K | $14.08M | 7.3% | +1.4K | Added |
| 4 | Schwab Strategic Tr |
| 496.5K |
| $13.02M |
| 6.8% |
| +37.3K |
| Added |
| 5 | Amazon Com Inc | 48.1K | $11.10M | 5.8% | +1.5K | Added |
| 6 | Alphabet Inc | 26.4K | $8.26M | 4.3% | −3.3K | Reduced |
| 7 | Perimeter Solutions Inc | 289.7K | $7.97M | 4.1% | +131 | Added |
| 8 | Wisdomtree Tr | 84.8K | $5.66M | 2.9% | +4.8K | Added |
| 9 | Apple Inc | 16.9K | $4.60M | 2.4% | +828 | Added |
| 10 | Meta Platforms Inc | 6.9K | $4.53M | 2.4% | +429 | Added |
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