Berkeley, CACIK 20623835 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 224.6K | $22.57M | 13.3% | +224.6K | New |
| 2 | Simpson Mfg Inc | 79.6K | $12.85M | 7.6% | 0 | Held |
| 3 | Nushares ETF Tr | 285.7K | $12.76M | 7.5% | −634 | Reduced |
| 4 | Ishares Tr |
| 81.1K |
| $11.47M |
| 6.8% |
| +18 |
| Added |
| 5 | Ishares Tr | 87.8K | $10.82M | 6.4% | −3.7K | Reduced |
| 6 | Ishares Inc | 145.3K | $9.77M | 5.8% | −4.2K | Reduced |
| 7 | Ishares Tr | 63.5K | $7.63M | 4.5% | +2.3K | Added |
| 8 | Apple Inc | 27.7K | $7.52M | 4.4% | +243 | Added |
| 9 | Ishares Tr | 98.6K | $6.51M | 3.8% | +5.3K | Added |
| 10 | Manager Directed Portfolios | 471.9K | $4.91M | 2.9% | +27.2K | Added |
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