San Anselmo, CACIK 21098341 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 78.1K | $26.79M | 15.4% | +78.1K | New Position |
| 2 | Apple Inc | 42.2K | $11.47M | 6.6% | +42.2K | New Position |
| 3 | Ishares Tr | 15.3K | $10.50M | 6.0% | +15.3K | New Position |
| 4 | Invesco Qqq Tr |
| 15.6K |
| $9.60M |
| 5.5% |
| +15.6K |
| New Position |
| 5 | Spdr Gold Tr | 17.3K | $6.88M | 3.9% | +17.3K | New Position |
| 6 | Spdr S&P 500 ETF Tr | 9.7K | $6.61M | 3.8% | +9.7K | New Position |
| 7 | Nvidia Corporation | 34.1K | $6.36M | 3.6% | +34.1K | New Position |
| 8 | Amazon Com Inc | 23.8K | $5.50M | 3.2% | +23.8K | New Position |
| 9 | Chevron Corp New | 35.6K | $5.43M | 3.1% | +35.6K | New Position |
| 10 | Microsoft Corp | 8.7K | $4.21M | 2.4% | +8.7K | New Position |
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