Utica, NYCIK 14325394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
144 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 8.69M | $352.30M | 16.3% | +91.7K | Added |
| 2 | Ishares Tr | 3.81M | $302.96M | 14.0% | +65.7K | Added |
| 3 | Ishares Tr | 3.91M | $272.79M | 12.6% | +104.6K | Added |
| 4 | Vanguard Scottsdale Fds |
| 2.65M |
| $158.92M |
| 7.3% |
| +320.1K |
| Added |
| 5 | Ishares Inc | 1.89M | $120.06M | 5.5% | +15.9K | Added |
| 6 | Vanguard Scottsdale Fds | 1.17M | $93.18M | 4.3% | +110.0K | Added |
| 7 | World Gold Tr | 921.4K | $90.35M | 4.2% | −476.5K | Reduced |
| 8 | Vanguard Scottsdale Fds | 854.0K | $71.62M | 3.3% | +35.2K | Added |
| 9 | Vanguard Scottsdale Fds | 1.27M | $71.21M | 3.3% | +87.2K | Added |
| 10 | Vanguard Wellington Fd | 284.2K | $58.50M | 2.7% | +3.9K | Added |
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