Los Angeles, CACIK 20558384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 59.9K | $20.07M | 14.5% | −210 | Reduced |
| 2 | American Centy ETF Tr | 164.5K | $18.39M | 13.3% | +75 | Added |
| 3 | Vanguard Tax-Managed Fds | 186.0K | $11.62M | 8.4% | +1.1K | Added |
| 4 | American Centy ETF Tr |
| 119.7K |
| $9.85M |
| 7.1% |
| +45 |
| Added |
| 5 | American Centy ETF Tr | 83.1K | $8.48M | 6.1% | 0 | Held |
| 6 | American Centy ETF Tr | 82.0K | $6.32M | 4.6% | +35 | Added |
| 7 | Flexshares Tr | 24.5K | $6.09M | 4.4% | 0 | Held |
| 8 | Procter And Gamble Co | 40.7K | $5.83M | 4.2% | 0 | Held |
| 9 | Apple Inc | 18.8K | $5.10M | 3.7% | +186 | Added |
| 10 | Dimensional ETF Trust | 101.2K | $4.71M | 3.4% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio