San Diego, CACIK 21107171 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 107.7K | $52.53M | 20.6% | +107.7K | New Position |
| 2 | Vanguard Index Fds | 236.5K | $45.16M | 17.7% | +236.5K | New Position |
| 3 | Vanguard Bd Index Fds | 312.7K | $23.16M | 9.1% | +312.7K | New Position |
| 4 |
| Vanguard Scottsdale Fds |
| 230.3K |
| $13.80M |
| 5.4% |
| +230.3K |
| New Position |
| 5 | Vanguard Specialized Funds | 58.6K | $12.89M | 5.1% | +58.6K | New Position |
| 6 | Nvidia Corporation | 62.5K | $11.65M | 4.6% | +62.5K | New Position |
| 7 | Vanguard Index Fds | 43.4K | $11.19M | 4.4% | +43.4K | New Position |
| 8 | Alphabet Inc | 29.3K | $9.20M | 3.6% | +29.3K | New Position |
| 9 | Apple Inc | 32.3K | $8.77M | 3.4% | +32.3K | New Position |
| 10 | Amazon Com Inc | 35.3K | $8.14M | 3.2% | +35.3K | New Position |
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