San Luis Obispo, CACIK 20988241 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 50.9K | $31.90M | 27.8% | +50.9K | New Position |
| 2 | Vanguard Admiral Fds Inc | 112.9K | $12.62M | 11.0% | +112.9K | New Position |
| 3 | Berkshire Hathaway Inc Del | 19.6K | $9.83M | 8.6% | +19.6K | New Position |
| 4 |
| The Alger ETF Trust |
| 257.1K |
| $5.56M |
| 4.8% |
| +257.1K |
| New Position |
| 5 | Apple Inc | 19.0K | $5.18M | 4.5% | +19.0K | New Position |
| 6 | Schwab Strategic Tr | 181.7K | $5.18M | 4.5% | +181.7K | New Position |
| 7 | Jpmorgan Chase & Co. | 15.7K | $5.06M | 4.4% | +15.7K | New Position |
| 8 | First Tr Exchange-Traded Fd | 20.5K | $4.72M | 4.1% | +20.5K | New Position |
| 9 | Nvidia Corporation | 25.0K | $4.67M | 4.1% | +25.0K | New Position |
| 10 | Visa Inc | 13.0K | $4.56M | 4.0% | +13.0K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio