New York, NYCIK 11172334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
177 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 35.0K | $23.97M | 8.0% | −4.2K | Reduced |
| 2 | Invesco Qqq Tr | 22.4K | $13.75M | 4.6% | −1.7K | Reduced |
| 3 | Ishares Tr | 86.4K | $10.39M | 3.5% | −21.5K | Reduced |
| 4 | Ishares Tr |
| 125.1K |
| $8.68M |
| 2.9% |
| −33.6K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 108.2K | $7.52M | 2.5% | +8.2K | Added |
| 6 | Vanguard Specialized Funds | 28.2K | $6.20M | 2.1% | −157 | Reduced |
| 7 | Ishares Tr | 49.4K | $6.08M | 2.0% | +2.0K | Added |
| 8 | Ishares Tr | 12.8K | $6.05M | 2.0% | −1.0K | Reduced |
| 9 | Vanguard Index Fds | 9.3K | $5.86M | 2.0% | −825 | Reduced |
| 10 | Vanguard Index Fds | 27.1K | $5.17M | 1.7% | +403 | Added |
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