San Diego, CACIK 21094971 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 420.3K | $18.3K | 18.2% | +420.3K | New Position |
| 2 | Microsoft Corp | 15.6K | $7.6K | 7.5% | +15.6K | New Position |
| 3 | Monster Beverage Corp New | 96.8K | $7.4K | 7.4% | +96.8K | New Position |
| 4 |
| American Centy ETF Tr |
| 59.7K |
| $6.1K |
| 6.0% |
| +59.7K |
| New Position |
| 5 | Jpmorgan Chase & Co. | 18.0K | $5.8K | 5.7% | +18.0K | New Position |
| 6 | Alphabet Inc | 16.9K | $5.3K | 5.2% | +16.9K | New Position |
| 7 | Apple Inc | 18.7K | $5.1K | 5.0% | +18.7K | New Position |
| 8 | Amazon Com Inc | 19.8K | $4.6K | 4.5% | +19.8K | New Position |
| 9 | Capital Grp Fixed Incm ETF T | 174.3K | $4.4K | 4.4% | +174.3K | New Position |
| 10 | Dimensional ETF Trust | 78.2K | $3.9K | 3.9% | +78.2K | New Position |
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