White Plains, NYCIK 159951111 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
236 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 147.0K | $100.69M | 8.8% | −4.6K | Reduced |
| 2 | Ishares Tr | 566.5K | $58.00M | 5.1% | +36.7K | Added |
| 3 | American Centy ETF Tr | 359.4K | $40.18M | 3.5% | +15.7K | Added |
| 4 | Blackrock Mun Target Term Tr |
| 1.36M |
| $31.06M |
| 2.7% |
| +138.5K |
| Added |
| 5 | Ishares Tr | 285.7K | $28.68M | 2.5% | −25.8K | Reduced |
| 6 | J P Morgan Exchange Traded F | 530.1K | $26.77M | 2.4% | +53.8K | Added |
| 7 | Vanguard Scottsdale Fds | 438.7K | $24.48M | 2.1% | +11.7K | Added |
| 8 | Simplify Exchange Traded Fun | 470.7K | $23.73M | 2.1% | +52.4K | Added |
| 9 | Schwab Strategic Tr | 895.1K | $23.71M | 2.1% | +46.0K | Added |
| 10 | Doubleline ETF Trust | 445.7K | $22.13M | 1.9% | +42.1K | Added |
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