Sacramento, CACIK 20786962 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 101.5K | $5.16M | 7.8% | +17.6K | Added |
| 2 | Apple Inc | 16.6K | $4.51M | 6.8% | −407 | Reduced |
| 3 | Spdr Dow Jones Indl Average | 9.1K | $4.37M | 6.6% | +220 | Added |
| 4 | Microsoft Corp |
| 7.5K |
| $3.65M |
| 5.5% |
| +97 |
| Added |
| 5 | Rbb Fd Inc | 57.2K | $2.85M | 4.3% | +33.1K | Added |
| 6 | Alphabet Inc | 7.8K | $2.46M | 3.7% | +144 | Added |
| 7 | Vanguard Bd Index Fds | 28.6K | $2.12M | 3.2% | −1.7K | Reduced |
| 8 | Costco Whsl Corp New | 2.2K | $1.92M | 2.9% | +179 | Added |
| 9 | Amazon Com Inc | 7.6K | $1.75M | 2.7% | +190 | Added |
| 10 | Spdr S&P 500 ETF Tr | 2.3K | $1.56M | 2.4% | +136 | Added |
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