San Diego, CACIK 21074601 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
113 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 43.4K | $27.2K | 28.8% | +43.4K | New Position |
| 2 | Pimco Corporate & Income Opp | 1.53M | $19.7K | 20.8% | +1.53M | New Position |
| 3 | Apple Inc | 37.1K | $10.1K | 10.7% | +37.1K | New Position |
| 4 |
| 19.6K |
| $7.7K |
| 8.2% |
| +19.6K |
| New Position |
| 5 | Vanguard World Fd | 27.5K | $5.8K | 6.1% | +27.5K | New Position |
| 6 | Prologis Inc. | 44.2K | $5.6K | 6.0% | +44.2K | New Position |
| 7 | Oracle Corp | 14.4K | $2.8K | 3.0% | +14.4K | New Position |
| 8 | Realty Income Corp | 39.2K | $2.2K | 2.3% | +39.2K | New Position |
| 9 | Alphabet Inc | 5.5K | $1.7K | 1.8% | +5.5K | New Position |
| 10 | Alphabet Inc | 5.2K | $1.6K | 1.7% | +5.2K | New Position |
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