San Diego, CACIK 20962031 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,453 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 351.8K | $28.96M | 14.8% | +351.8K | New Position |
| 2 | American Centy ETF Tr | 195.2K | $21.82M | 11.1% | +195.2K | New Position |
| 3 | Dimensional ETF Trust | 250.5K | $12.01M | 6.1% | +250.5K | New Position |
| 4 |
| American Centy ETF Tr |
| 193.5K |
| $11.64M |
| 5.9% |
| +193.5K |
| New Position |
| 5 | American Centy ETF Tr | 144.1K | $11.10M | 5.7% | +144.1K | New Position |
| 6 | Dimensional ETF Trust | 245.4K | $10.45M | 5.3% | +245.4K | New Position |
| 7 | American Centy ETF Tr | 71.8K | $7.33M | 3.7% | +71.8K | New Position |
| 8 | Dimensional ETF Trust | 111.1K | $5.85M | 3.0% | +111.1K | New Position |
| 9 | Dimensional ETF Trust | 97.3K | $3.70M | 1.9% | +97.3K | New Position |
| 10 | Dimensional ETF Trust | 86.1K | $2.97M | 1.5% | +86.1K | New Position |
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