Pittsford, NYCIK 15760534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
341 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.25M | $78.04M | 7.9% | −8.3K | Reduced |
| 2 | Schwab Strategic Tr | 2.23M | $61.14M | 6.2% | −130.0K | Reduced |
| 3 | Schwab Strategic Tr | 2.07M | $50.50M | 5.1% | +90.2K | Added |
| 4 | Vanguard Scottsdale Fds |
| 412.6K |
| $50.24M |
| 5.1% |
| −39.6K |
| Reduced |
| 5 | Ishares Tr | 408.4K | $41.82M | 4.2% | +6.5K | Added |
| 6 | Apple Inc | 140.7K | $38.25M | 3.9% | +4.7K | Added |
| 7 | Capital Group Gbl Growth Eqt | 1.07M | $37.00M | 3.8% | +39.3K | Added |
| 8 | Vanguard Bd Index Fds | 449.2K | $34.98M | 3.5% | +21.1K | Added |
| 9 | Spdr Series Trust | 434.4K | $34.85M | 3.5% | +139.4K | Added |
| 10 | Capital Group International | 767.0K | $26.71M | 2.7% | +49.4K | Added |
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