Westlake Village, CACIK 20558034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 140.5K | $52.47M | 24.2% | +7.8K | Added |
| 2 | Dimensional ETF Trust | 765.9K | $29.13M | 13.4% | +54.2K | Added |
| 3 | Doubleline ETF Trust | 539.9K | $27.28M | 12.6% | +62.9K | Added |
| 4 | Spdr Series Trust |
| 223.9K |
| $20.46M |
| 9.4% |
| −70.9K |
| Reduced |
| 5 | Dimensional ETF Trust | 564.4K | $19.45M | 9.0% | +25.1K | Added |
| 6 | Dimensional ETF Trust | 272.9K | $10.80M | 5.0% | −3.3K | Reduced |
| 7 | Dimensional ETF Trust | 266.5K | $8.81M | 4.1% | +9.4K | Added |
| 8 | Doubleline ETF Trust | 180.4K | $8.36M | 3.9% | +22.0K | Added |
| 9 | Dimensional ETF Trust | 180.1K | $5.92M | 2.7% | +4.7K | Added |
| 10 | Select Sector Spdr Tr | 138.1K | $5.90M | 2.7% | +76.8K | Added |
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