Mill Valley, CACIK 21102851 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 229.2K | $34.08M | 37.2% | +229.2K | New Position |
| 2 | Ishares Tr | 187.0K | $15.43M | 16.8% | +187.0K | New Position |
| 3 | Vanguard Scottsdale Fds | 188.4K | $11.29M | 12.3% | +188.4K | New Position |
| 4 |
| 116.5K |
| $7.83M |
| 8.6% |
| +116.5K |
| New Position |
| 5 | Vanguard Malvern Fds | 101.4K | $5.02M | 5.5% | +101.4K | New Position |
| 6 | Dimensional ETF Trust | 88.1K | $4.23M | 4.6% | +88.1K | New Position |
| 7 | Invesco Qqq Tr | 4.8K | $2.94M | 3.2% | +4.8K | New Position |
| 8 | Vanguard Bd Index Fds | 37.3K | $2.94M | 3.2% | +37.3K | New Position |
| 9 | Dimensional ETF Trust | 36.4K | $1.82M | 2.0% | +36.4K | New Position |
| 10 | Dimensional ETF Trust | 24.4K | $1.45M | 1.6% | +24.4K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio