Irvine, CACIK 21098501 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 790.1K | $31.28M | 25.6% | +790.1K | New Position |
| 2 | Dimensional ETF Trust | 652.0K | $21.34M | 17.5% | +652.0K | New Position |
| 3 | American Centy ETF Tr | 95.9K | $10.72M | 8.8% | +95.9K | New Position |
| 4 |
| Dimensional ETF Trust |
| 185.4K |
| $7.89M |
| 6.5% |
| +185.4K |
| New Position |
| 5 | American Centy ETF Tr | 76.6K | $6.31M | 5.2% | +76.6K | New Position |
| 6 | Dimensional ETF Trust | 87.6K | $4.74M | 3.9% | +87.6K | New Position |
| 7 | Dimensional ETF Trust | 83.5K | $2.88M | 2.4% | +83.5K | New Position |
| 8 | Ishares Tr | 4.2K | $2.86M | 2.3% | +4.2K | New Position |
| 9 | American Centy ETF Tr | 63.9K | $2.68M | 2.2% | +63.9K | New Position |
| 10 | American Centy ETF Tr | 50.7K | $2.21M | 1.8% | +50.7K | New Position |
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