Newton, MACIK 15445764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
601 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 2.24M | $1.09B | 11.9% | +79.5K | Added |
| 2 | Vanguard Tax-Managed Fds | 15.37M | $959.86M | 10.5% | +893.4K | Added |
| 3 | Ishares Tr | 7.99M | $797.65M | 8.7% | +842.5K | Added |
| 4 | Vanguard Index Fds |
| 3.67M |
| $700.91M |
| 7.7% |
| −65.2K |
| Reduced |
| 5 | Ishares Tr | 2.37M | $253.53M | 2.8% | −28.4K | Reduced |
| 6 | Vanguard Intl Equity Index F | 4.18M | $224.98M | 2.5% | +133.7K | Added |
| 7 | Vanguard Scottsdale Fds | 3.80M | $223.27M | 2.4% | −482.2K | Reduced |
| 8 | Apple Inc | 804.0K | $217.40M | 2.4% | +18.5K | Added |
| 9 | Vanguard Mun Bd Fds | 4.01M | $201.90M | 2.2% | +174.1K | Added |
| 10 | Microsoft Corp | 409.5K | $197.56M | 2.2% | −2.6K | Reduced |
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