Westlake Village, CACIK 20564274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.40M | $37.79M | 32.6% | −18.2K | Reduced |
| 2 | Vanguard Bd Index Fds | 492.0K | $36.44M | 31.4% | +12.0K | Added |
| 3 | Schwab Strategic Tr | 719.6K | $17.30M | 14.9% | −2.0K | Reduced |
| 4 | Schwab Strategic Tr |
| 517.9K |
| $15.57M |
| 13.4% |
| +837 |
| Added |
| 5 | Schwab Strategic Tr | 223.7K | $7.33M | 6.3% | −573 | Reduced |
| 6 | Vanguard Index Fds | 1.7K | $1.09M | 0.9% | −186 | Reduced |
| 7 | Nvidia Corporation | 1.4K | $259.0K | 0.2% | 0 | Held |
| 8 | Apple Inc | 883 | $240.1K | 0.2% | 0 | Held |