CIK: 0001551867 | ORINDA, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 357 | $1.4B | 2026-02-12 | SEC ↗ | |
| 13F-HR | 146 | $1.3B | 2025-10-16 | SEC ↗ | |
| 13F-HR | 138 | $1.3B | 2025-07-23 | SEC ↗ | |
| 13F-HR | 138 | $1.2B | 2025-05-02 | SEC ↗ | |
| 13F-HR | 136 | $1.2B | 2025-01-24 | SEC ↗ | |
| 13F-HR | 139 | $1.2B | 2024-10-22 | SEC ↗ | |
| 13F-HR | 133 | $1.1B | 2024-07-30 | SEC ↗ | |
| 13F-HR | 131 | $1.1B | 2024-05-03 | SEC ↗ | |
| 13F-HR | 119 | $1.1B | 2024-01-31 | SEC ↗ | |
| 13F-HR | 122 | $969.2M | 2023-10-23 | SEC ↗ | |
| 13F-HR | 82 | $801.2M | 2023-08-09 | SEC ↗ | |
| 13F-HR | 40 | $268.6M | 2023-04-26 | SEC ↗ | |
| 13F-HR | 78 | $715.9M | 2023-01-18 | SEC ↗ | |
| 13F-HR | 78 | $1.7M | 2022-10-13 | SEC ↗ | |
| 13F-HR | 88 | $2.4M | 2022-07-21 | SEC ↗ | |
| 13F-HR | 55 | $683.4K | 2022-05-04 | SEC ↗ | |
| 13F-HR | 79 | $588.6K | 2022-02-10 | SEC ↗ | |
| 13F-HR | 75 | $531.2K | 2021-11-03 | SEC ↗ | |
| 13F-HR | 76 | $535.7K | 2021-07-27 | SEC ↗ | |
| 13F-HR | 190 | $689.4K | 2021-05-10 | SEC ↗ | |
| 13F-HR | 191 | $768.9K | 2021-02-05 | SEC ↗ | |
| 13F-HR | 206 | $612.8K | 2020-11-03 | SEC ↗ | |
| 13F-HR | 173 | $589.9K | 2020-07-31 | SEC ↗ | |
| 13F-HR | 164 | $499.6K | 2020-04-28 | SEC ↗ | |
| 13F-HR | 207 | $631.1K | 2020-01-30 | SEC ↗ | |
| 13F-HR | 224 | $514.7K | 2019-11-06 | SEC ↗ | |
| 13F-HR | 240 | $679.7K | 2019-07-31 | SEC ↗ | |
| 13F-HR | 132 | $367.3K | 2019-04-30 | SEC ↗ | |
| 13F-HR | 151 | $325.7K | 2019-02-01 | SEC ↗ | |
| 13F-HR | 112 | $296.5K | 2018-11-15 | SEC ↗ | |
| 13F-HR | 100 | $277.9K | 2018-08-09 | SEC ↗ | |
| 13F-HR | 168 | $658.0K | 2018-05-07 | SEC ↗ | |
| 13F-HR | 73 | $332.5K | 2018-01-30 | SEC ↗ | |
| 13F-HR | 74 | $238.9K | 2017-11-09 | SEC ↗ | |
| 13F-HR | 50 | $175.9K | 2017-08-04 | SEC ↗ | |
| 13F-HR | 44 | $161.5K | 2017-05-09 | SEC ↗ | |
| 13F-HR | 42 | $148.8K | 2017-02-03 | SEC ↗ | |
| 13F-HR | 36 | $137.5K | 2016-11-10 | SEC ↗ | |
| 13F-HR | 32 | $125.9K | 2016-08-11 | SEC ↗ | |
| 13F-HR | 37 | $126.5K | 2016-05-11 | SEC ↗ | |
| 13F-HR | 24 | $138.8K | 2016-01-28 | SEC ↗ | |
| 13F-HR | 12 | $74.4K | 2014-11-12 | SEC ↗ | |
| 13F-HR | 19 | $55.8K | 2014-08-11 | SEC ↗ | |
| 13F-HR | 23 | $83.1K | 2014-04-25 | SEC ↗ | |
| 13F-HR | 26 | $81.1K | 2014-01-16 | SEC ↗ | |
| 13F-HR | 10 | $83.3K | 2013-11-08 | SEC ↗ | |
| 13F-HR | 13 | $89.7K | 2013-08-13 | SEC ↗ |