Pittsford, NYCIK 12699784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
203 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.30M | $889.69M | 23.0% | +4.6K | Added |
| 2 | Ishares Tr | 5.37M | $354.59M | 9.2% | +27.7K | Added |
| 3 | Ishares Tr | 2.31M | $277.40M | 7.2% | −26.4K | Reduced |
| 4 | Ishares Tr |
| 3.10M |
| $255.66M |
| 6.6% |
| −1.4K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 2.54M | $188.44M | 4.9% | +278.5K | Added |
| 6 | Ishares Inc | 2.36M | $158.95M | 4.1% | −63.2K | Reduced |
| 7 | Schwab Strategic Tr | 5.96M | $157.78M | 4.1% | +283.5K | Added |
| 8 | Spdr S&P 500 ETF Tr | 217.3K | $148.18M | 3.8% | −934 | Reduced |
| 9 | Ishares Tr | 1.52M | $136.13M | 3.5% | −31.1K | Reduced |
| 10 | American Centy ETF Tr | 1.07M | $109.40M | 2.8% | +3.1K | Added |
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