Yorba Linda, CACIK 21101091 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Trd Slf Idx Fd | 352.7K | $6.90M | 7.4% | +352.7K | New Position |
| 2 | Invesco Exch Trd Slf Idx Fd | 277.0K | $6.47M | 7.0% | +277.0K | New Position |
| 3 | Global X Fds | 57.7K | $5.78M | 6.2% | +57.7K | New Position |
| 4 |
| Invesco Exch Trd Slf Idx Fd |
| 215.5K |
| $4.87M |
| 5.2% |
| +215.5K |
| New Position |
| 5 | Invesco Exch Trd Slf Idx Fd | 141.6K | $2.79M | 3.0% | +141.6K | New Position |
| 6 | Invesco Exch Trd Slf Idx Fd | 121.2K | $2.50M | 2.7% | +121.2K | New Position |
| 7 | Alphabet Inc | 7.6K | $2.39M | 2.6% | +7.6K | New Position |
| 8 | Microsoft Corp | 4.0K | $1.93M | 2.1% | +4.0K | New Position |
| 9 | Lam Research Corp | 11.2K | $1.91M | 2.1% | +11.2K | New Position |
| 10 | Apple Inc | 6.6K | $1.79M | 1.9% | +6.6K | New Position |
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