Irvine, CACIK 21094621 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 640.9K | $44.65M | 8.4% | +640.9K | New Position |
| 2 | Dimensional ETF Trust | 744.3K | $44.31M | 8.3% | +744.3K | New Position |
| 3 | Dimensional ETF Trust | 579.4K | $42.97M | 8.1% | +579.4K | New Position |
| 4 |
| American Centy ETF Tr |
| 333.8K |
| $34.04M |
| 6.4% |
| +333.8K |
| New Position |
| 5 | Dimensional ETF Trust | 550.1K | $29.84M | 5.6% | +550.1K | New Position |
| 6 | Dimensional ETF Trust | 587.7K | $29.33M | 5.5% | +587.7K | New Position |
| 7 | Dimensional ETF Trust | 602.3K | $28.06M | 5.3% | +602.3K | New Position |
| 8 | American Centy ETF Tr | 453.8K | $26.66M | 5.0% | +453.8K | New Position |
| 9 | American Centy ETF Tr | 371.8K | $26.47M | 5.0% | +371.8K | New Position |
| 10 | Dimensional ETF Trust | 543.2K | $20.66M | 3.9% | +543.2K | New Position |
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