Palos Verdes Estates, CACIK 20703611 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 101.0K | $19.28M | 13.7% | +101.0K | New Position |
| 2 | Dimensional ETF Trust | 388.8K | $14.82M | 10.5% | +388.8K | New Position |
| 3 | Dimensional ETF Trust | 204.8K | $8.72M | 6.2% | +204.8K | New Position |
| 4 |
| Ishares Tr |
| 12.2K |
| $8.37M |
| 5.9% |
| +12.2K |
| New Position |
| 5 | Dimensional ETF Trust | 205.5K | $6.69M | 4.8% | +205.5K | New Position |
| 6 | Vanguard Bd Index Fds | 129.8K | $6.47M | 4.6% | +129.8K | New Position |
| 7 | American Centy ETF Tr | 62.4K | $6.36M | 4.5% | +62.4K | New Position |
| 8 | Ishares U S ETF Tr | 118.3K | $5.95M | 4.2% | +118.3K | New Position |
| 9 | Dimensional ETF Trust | 112.7K | $5.62M | 4.0% | +112.7K | New Position |
| 10 | Ishares Tr | 8.6K | $4.06M | 2.9% | +8.6K | New Position |
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