New York, NYCIK 16003194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
448 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.87M | $94.73M | 6.1% | +59.9K | Added |
| 2 | American Centy ETF Tr | 1.15M | $91.72M | 5.9% | +49.9K | Added |
| 3 | American Centy ETF Tr | 700.7K | $80.33M | 5.2% | +53.2K | Added |
| 4 | Vanguard Index Fds |
| 224.9K |
| $76.24M |
| 4.9% |
| +16.6K |
| Added |
| 5 | Vanguard Scottsdale Fds | 880.0K | $73.76M | 4.8% | +53.5K | Added |
| 6 | J P Morgan Exchange Traded F | 1.25M | $67.30M | 4.4% | +258.6K | Added |
| 7 | Dimensional ETF Trust | 1.32M | $52.14M | 3.4% | +98.4K | Added |
| 8 | Apple Inc | 188.8K | $46.76M | 3.0% | −4.6K | Reduced |
| 9 | American Centy ETF Tr | 511.7K | $43.80M | 2.8% | +31.4K | Added |
| 10 | Spdr S&P 500 ETF Tr | 52.4K | $35.91M | 2.3% | −68 | Reduced |
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