Hermosa Beach, CACIK 20582354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 283.0K | $94.89M | 50.8% | +2.7K | Added |
| 2 | Ishares Tr | 100.1K | $68.55M | 36.7% | −2.7K | Reduced |
| 3 | Vanguard Star Fds | 120.2K | $9.07M | 4.9% | −9.4K | Reduced |
| 4 | Dimensional ETF Trust |
| 90.5K |
| $6.30M |
| 3.4% |
| 0 |
| Held |
| 5 | Vanguard Index Fds | 3.7K | $2.32M | 1.2% | +111 | Added |
| 6 | Spdr S&P 500 ETF Tr | 2.0K | $1.38M | 0.7% | −1.5K | Reduced |
| 7 | Ishares Tr | 6.5K | $786.2K | 0.4% | −1.8K | Reduced |
| 8 | Microsoft Corp | 1.6K | $785.4K | 0.4% | 0 | Held |
| 9 | Apple Inc | 2.3K | $625.0K | 0.3% | 0 | Held |
| 10 | Nvidia Corporation | 2.3K | $419.6K | 0.2% | 0 | Held |
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