Benicia, CACIK 21076181 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 | Dimensional ETF Trust | 751.0K | $29.73M | 27.7% | +751.0K | New Position |
| 2 | Dimensional ETF Trust | 358.7K | $15.27M | 14.2% | +358.7K | New Position |
| 3 | Dimensional ETF Trust | 209.2K | $11.31M | 10.5% | +209.2K | New Position |
| 4 |
| American Centy ETF Tr |
| 99.0K |
| $11.06M |
| 10.3% |
| +99.0K |
| New Position |
| 5 | Dimensional ETF Trust | 262.8K | $9.06M | 8.4% | +262.8K | New Position |
| 6 | American Centy ETF Tr | 56.5K | $4.65M | 4.3% | +56.5K | New Position |
| 7 | Dimensional ETF Trust | 84.0K | $3.65M | 3.4% | +84.0K | New Position |
| 8 | Dimensional ETF Trust | 107.3K | $3.55M | 3.3% | +107.3K | New Position |
| 9 | American Centy ETF Tr | 77.3K | $3.24M | 3.0% | +77.3K | New Position |
| 10 | American Centy ETF Tr | 35.7K | $2.75M | 2.6% | +35.7K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio