Los Angeles, CACIK 20799955 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
157 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 31.8K | $8.64M | 6.3% | −1.2K | Reduced |
| 2 | Microsoft Corp | 9.4K | $4.54M | 3.3% | −88 | Reduced |
| 3 | Ishares Tr | 18.6K | $3.90M | 2.9% | −755 | Reduced |
| 4 | Ishares Tr |
| 7.5K |
| $3.56M |
| 2.6% |
| −401 |
| Reduced |
| 5 | Ishares Tr | 30.3K | $3.34M | 2.4% | +363 | Added |
| 6 | Amazon Com Inc | 12.5K | $2.89M | 2.1% | −286 | Reduced |
| 7 | Ishares Tr | 34.2K | $2.83M | 2.1% | +1.6K | Added |
| 8 | Berkshire Hathaway Inc Del | 5.4K | $2.71M | 2.0% | +1.1K | Added |
| 9 | Ishares Tr | 21.6K | $2.59M | 1.9% | −1.1K | Reduced |
| 10 | Spdr Series Trust | 20.7K | $2.53M | 1.8% | −3.3K | Reduced |
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