Pasadena, CACIK 20709295 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 311.8K | $46.36M | 17.7% | +10.4K | Added |
| 2 | American Centy ETF Tr | 304.7K | $31.07M | 11.9% | +17.0K | Added |
| 3 | Vanguard Scottsdale Fds | 437.7K | $26.23M | 10.0% | +30.8K | Added |
| 4 | American Centy ETF Tr |
| 256.9K |
| $24.15M |
| 9.2% |
| +4.0K |
| Added |
| 5 | Ishares Tr | 273.6K | $22.57M | 8.6% | +11.2K | Added |
| 6 | Dimensional ETF Trust | 454.1K | $15.02M | 5.7% | +17.1K | Added |
| 7 | Dimensional ETF Trust | 297.4K | $14.26M | 5.5% | +19.0K | Added |
| 8 | Vanguard Malvern Fds | 202.9K | $10.03M | 3.8% | +11.6K | Added |
| 9 | Dimensional ETF Trust | 166.9K | $8.33M | 3.2% | −2.2K | Reduced |
| 10 | Dimensional ETF Trust | 107.2K | $7.95M | 3.0% | −1.5K | Reduced |
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