Walnut Creek, CACIK 21059191 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
128 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.68M | $145.63M | 20.5% | +3.68M | New Position |
| 2 | American Centy ETF Tr | 567.5K | $53.33M | 7.5% | +567.5K | New Position |
| 3 | American Centy ETF Tr | 473.1K | $48.25M | 6.8% | +473.1K | New Position |
| 4 |
| Vanguard Charlotte Fds |
| 954.4K |
| $46.12M |
| 6.5% |
| +954.4K |
| New Position |
| 5 | Dimensional ETF Trust | 1.08M | $41.05M | 5.8% | +1.08M | New Position |
| 6 | Dimensional ETF Trust | 1.11M | $38.31M | 5.4% | +1.11M | New Position |
| 7 | Dimensional ETF Trust | 1.03M | $34.18M | 4.8% | +1.03M | New Position |
| 8 | American Centy ETF Tr | 251.1K | $28.06M | 4.0% | +251.1K | New Position |
| 9 | Vanguard Malvern Fds | 264.8K | $20.63M | 2.9% | +264.8K | New Position |
| 10 | American Centy ETF Tr | 226.5K | $18.64M | 2.6% | +226.5K | New Position |
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