Calabasas, CACIK 21067171 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
893 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 40.8K | $13.67M | 13.0% | +40.8K | New Position |
| 2 | Wisdomtree Tr | 142.8K | $7.18M | 6.8% | +142.8K | New Position |
| 3 | Dimensional ETF Trust | 116.4K | $4.44M | 4.2% | +116.4K | New Position |
| 4 |
| 99.3K |
| $4.12M |
| 3.9% |
| +99.3K |
| New Position |
| 5 | Ishares Tr | 38.9K | $3.99M | 3.8% | +38.9K | New Position |
| 6 | Dimensional ETF Trust | 66.3K | $3.95M | 3.8% | +66.3K | New Position |
| 7 | American Centy ETF Tr | 34.1K | $3.81M | 3.6% | +34.1K | New Position |
| 8 | Dimensional ETF Trust | 78.8K | $3.12M | 3.0% | +78.8K | New Position |
| 9 | Pimco ETF Tr | 59.9K | $3.10M | 3.0% | +59.9K | New Position |
| 10 | Vanguard Star Fds | 29.6K | $2.23M | 2.1% | +29.6K | New Position |
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