Irvine, CACIK 20936591 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 84.0K | $28.65M | 25.0% | +84.0K | New Position |
| 2 | Schwab Strategic Tr | 310.2K | $7.76M | 6.8% | +310.2K | New Position |
| 3 | Ishares Tr | 77.6K | $7.70M | 6.7% | +77.6K | New Position |
| 4 |
| 231.6K |
| $7.00M |
| 6.1% |
| +231.6K |
| New Position |
| 5 | Schwab Strategic Tr | 252.0K | $6.33M | 5.5% | +252.0K | New Position |
| 6 | Schwab Strategic Tr | 111.1K | $5.24M | 4.6% | +111.1K | New Position |
| 7 | Ishares Tr | 41.1K | $5.24M | 4.6% | +41.1K | New Position |
| 8 | Vanguard Bd Index Fds | 63.2K | $4.99M | 4.4% | +63.2K | New Position |
| 9 | Vanguard Index Fds | 18.0K | $4.92M | 4.3% | +18.0K | New Position |
| 10 | Stryker Corporation | 13.2K | $4.74M | 4.1% | +13.2K | New Position |
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