New York, NYCIK 15993304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
459 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.79M | $388.04M | 12.8% | +121.4K | Added |
| 2 | Vanguard Specialized Funds | 1.32M | $289.73M | 9.6% | +29.4K | Added |
| 3 | Vanguard Index Fds | 508.3K | $170.41M | 5.6% | +11.0K | Added |
| 4 | Alphabet Inc |
| 514.9K |
| $161.15M |
| 5.3% |
| +34.5K |
| Added |
| 5 | Alphabet Inc | 486.8K | $152.76M | 5.0% | +27.4K | Added |
| 6 | Vanguard Whitehall Fds | 1.03M | $147.51M | 4.9% | +49.9K | Added |
| 7 | Vanguard Index Fds | 465.5K | $135.11M | 4.5% | +36.0K | Added |
| 8 | Apple Inc | 450.3K | $122.42M | 4.0% | +14.8K | Added |
| 9 | Spdr S&P 500 ETF Tr | 134.7K | $91.83M | 3.0% | +21.1K | Added |
| 10 | Vanguard Admiral Fds Inc | 144.5K | $64.25M | 2.1% | +6.7K | Added |
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