San Mateo, CACIK 21129841 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 588.7K | $14.35M | 11.2% | +588.7K | New Position |
| 2 | Spdr Index Shs Fds | 279.7K | $13.27M | 10.3% | +279.7K | New Position |
| 3 | Ishares Tr | 82.0K | $12.29M | 9.6% | +82.0K | New Position |
| 4 |
| 111.9K |
| $11.82M |
| 9.2% |
| +111.9K |
| New Position |
| 5 | Vanguard Index Fds | 32.4K | $7.41M | 5.8% | +32.4K | New Position |
| 6 | Ishares Tr | 132.8K | $7.02M | 5.5% | +132.8K | New Position |
| 7 | Vanguard Index Fds | 18.7K | $5.78M | 4.5% | +18.7K | New Position |
| 8 | Etfs Gold Tr | 119.7K | $5.63M | 4.4% | +119.7K | New Position |
| 9 | Vanguard Intl Equity Index F | 97.3K | $5.49M | 4.3% | +97.3K | New Position |
| 10 | Vanguard Index Fds | 13.5K | $4.56M | 3.5% | +13.5K | New Position |
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