Carlsbad, CACIK 21092471 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 535.9K | $21.21M | 21.1% | +535.9K | New Position |
| 2 | Ea Series Trust | 608.8K | $14.19M | 14.1% | +608.8K | New Position |
| 3 | Dimensional ETF Trust | 131.4K | $6.56M | 6.5% | +131.4K | New Position |
| 4 |
| Dimensional ETF Trust |
| 164.9K |
| $6.26M |
| 6.2% |
| +164.9K |
| New Position |
| 5 | Dimensional ETF Trust | 163.8K | $5.42M | 5.4% | +163.8K | New Position |
| 6 | Vanguard Scottsdale Fds | 81.2K | $4.87M | 4.8% | +81.2K | New Position |
| 7 | Dimensional ETF Trust | 68.3K | $4.07M | 4.1% | +68.3K | New Position |
| 8 | Dimensional ETF Trust | 81.7K | $3.81M | 3.8% | +81.7K | New Position |
| 9 | Dimensional ETF Trust | 95.6K | $3.29M | 3.3% | +95.6K | New Position |
| 10 | Vanguard Bd Index Fds | 37.6K | $2.97M | 3.0% | +37.6K | New Position |
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