New York, NYCIK 14666974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
889 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 11.03M | $832.2K | 27.3% | +11.03M | New |
| 2 | Vanguard Intl Equity Index F | 1.46M | $131.5K | 4.3% | +1.46M | New |
| 3 | Invesco Actively Managed Exc | 2.06M | $103.4K | 3.4% | +2.05M | Added |
| 4 | Ishares Tr |
| 1.30M |
| $92.5K |
| 3.0% |
| +1.30M |
| New |
| 5 | Spdr S&P 500 ETF Tr | 134.6K | $91.8K | 3.0% | +134.6K | New |
| 6 | J P Morgan Exchange Traded F | 1.18M | $78.0K | 2.6% | +1.18M | New |
| 7 | Berkshire Hathaway Inc Del | 101 | $76.2K | 2.5% | +24 | Added |
| 8 | Goldman Sachs ETF Tr | 738.0K | $51.2K | 1.7% | +738.0K | New |
| 9 | Ishares Tr | 204.3K | $50.3K | 1.6% | +180.9K | Added |
| 10 | Ishares Tr | 456.2K | $43.4K | 1.4% | +456.2K | New |
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