Cupertino, CACIK 20566834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 702.8K | $52.12M | 29.1% | −54.0K | Reduced |
| 2 | Ea Series Trust | 381.9K | $18.84M | 10.5% | +381.9K | New |
| 3 | Alphabet Inc | 43.1K | $13.49M | 7.5% | −421 | Reduced |
| 4 | Alphabet Inc |
| 42.8K |
| $13.43M |
| 7.5% |
| +499 |
| Added |
| 5 | Vanguard Index Fds | 10.1K | $6.33M | 3.5% | −527 | Reduced |
| 6 | Amazon Com Inc | 23.8K | $5.49M | 3.1% | +16.5K | Added |
| 7 | Vanguard Index Fds | 15.1K | $5.07M | 2.8% | +6.3K | Added |
| 8 | Microsoft Corp | 9.2K | $4.43M | 2.5% | +688 | Added |
| 9 | Ishares Tr | 51.7K | $4.37M | 2.4% | 0 | Held |
| 10 | Nvidia Corporation | 23.0K | $4.28M | 2.4% | +3.4K | Added |
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