Los Angeles, CACIK 20603685 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | 623.1K | $30.82M | 19.9% | +23.9K | Added |
| 2 | Goldman Sachs ETF Tr | 714.4K | $30.68M | 19.8% | −6.9K | Reduced |
| 3 | Vanguard World Fd | 147.6K | $17.86M | 11.5% | −1.4K | Reduced |
| 4 | Dimensional ETF Trust |
| 283.9K |
| $10.80M |
| 7.0% |
| −9.5K |
| Reduced |
| 5 | American Centy ETF Tr | 108.4K | $8.22M | 5.3% | −463 | Reduced |
| 6 | American Centy ETF Tr | 101.3K | $7.80M | 5.0% | −2.4K | Reduced |
| 7 | Ishares Tr | 86.2K | $6.88M | 4.4% | +478 | Added |
| 8 | Ishares Tr | 92.5K | $5.31M | 3.4% | +528 | Added |
| 9 | Dimensional ETF Trust | 84.9K | $4.47M | 2.9% | +5.7K | Added |
| 10 | American Centy ETF Tr | 34.7K | $3.54M | 2.3% | −304 | Reduced |
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