Newburgh, NYCIK 15860524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
191 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.46M | $155.87M | 16.6% | +22.5K | Added |
| 2 | Vanguard Index Fds | 680.9K | $130.04M | 13.8% | +25.7K | Added |
| 3 | Invesco Qqq Tr | 180.1K | $110.61M | 11.7% | +3.4K | Added |
| 4 | Vanguard Scottsdale Fds |
| 547.1K |
| $45.82M |
| 4.9% |
| +51.5K |
| Added |
| 5 | Vanguard Whitehall Fds | 212.3K | $30.47M | 3.2% | +7.0K | Added |
| 6 | Vanguard Intl Equity Index F | 559.9K | $30.10M | 3.2% | +25.3K | Added |
| 7 | Apple Inc | 107.0K | $29.08M | 3.1% | +691 | Added |
| 8 | Select Sector Spdr Tr | 481.4K | $26.37M | 2.8% | +13.3K | Added |
| 9 | Ishares Tr | 214.7K | $21.55M | 2.3% | −47.5K | Reduced |
| 10 | Vanguard Whitehall Fds | 231.0K | $21.12M | 2.2% | +1.3K | Added |
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