Pasadena, CACIK 20853251 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 466.9K | $34.63M | 18.2% | +466.9K | New Position |
| 2 | Dimensional ETF Trust | 377.6K | $14.36M | 7.5% | +377.6K | New Position |
| 3 | Dimensional ETF Trust | 345.4K | $13.68M | 7.2% | +345.4K | New Position |
| 4 |
| Dimensional ETF Trust |
| 374.7K |
| $12.91M |
| 6.8% |
| +374.7K |
| New Position |
| 5 | Dimensional ETF Trust | 284.7K | $9.74M | 5.1% | +284.7K | New Position |
| 6 | Dimensional ETF Trust | 187.7K | $9.00M | 4.7% | +187.7K | New Position |
| 7 | Dimensnl Ultrashrt Fixed | 164.5K | $8.33M | 4.4% | +164.5K | New Position |
| 8 | Dimensional ETF Trust | 153.0K | $6.51M | 3.4% | +153.0K | New Position |
| 9 | Dimensional ETF Trust | 151.7K | $4.99M | 2.6% | +151.7K | New Position |
| 10 | Vanguard Instl Index Fd | 60.4K | $4.56M | 2.4% | +60.4K | New Position |
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