New York, NYCIK 15996374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 561.3K | $107.20M | 14.0% | −95.1K | Reduced |
| 2 | Ishares Gold Tr | 1.12M | $91.11M | 11.9% | +232.2K | Added |
| 3 | Vanguard Index Fds | 161.5K | $78.81M | 10.3% | −92.2K | Reduced |
| 4 | Spdr Series Trust |
| 664.1K |
| $60.69M |
| 7.9% |
| +222.5K |
| Added |
| 5 | Ishares Silver Tr | 900.2K | $57.99M | 7.6% | −31.7K | Reduced |
| 6 | Wisdomtree Tr | 292.8K | $42.20M | 5.5% | +1.0K | Added |
| 7 | J P Morgan Exchange Traded F | 560.3K | $41.07M | 5.4% | +554.5K | Added |
| 8 | Ishares Tr | 847.0K | $36.31M | 4.7% | +60.9K | Added |
| 9 | Principal Exchange Traded Fd | 1.72M | $32.72M | 4.3% | +247.3K | Added |
| 10 | 2023 ETF Series Trust | 800.7K | $25.99M | 3.4% | +36.6K | Added |
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