Pittsford, NYCIK 10487035 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
214 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 422.9K | $265.22M | 8.1% | −20.6K | Reduced |
| 2 | Vanguard Bd Index Fds | 1.96M | $136.58M | 4.2% | +339.2K | Added |
| 3 | Blackrock Mun Target Term Tr | 4.62M | $105.40M | 3.2% | +210.8K | Added |
| 4 | Blackrock Muniholdings Fd In |
| 8.49M |
| $99.68M |
| 3.1% |
| +1.33M |
| Added |
| 5 | Vanguard Index Fds | 334.7K | $86.34M | 2.7% | +4.8K | Added |
| 6 | Ishares Tr | 105.9K | $72.51M | 2.2% | −19.1K | Reduced |
| 7 | Vanguard Intl Equity Index F | 1.29M | $69.57M | 2.1% | +54.6K | Added |
| 8 | Angel Oak Finl Strategies In | 5.15M | $68.05M | 2.1% | −162.9K | Reduced |
| 9 | Vanguard Intl Equity Index F | 923.3K | $67.91M | 2.1% | +181.2K | Added |
| 10 | Western Asst Infltn Lkd Inm | 8.14M | $67.35M | 2.1% | +296.7K | Added |
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