New York, NYCIK 16067204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 638.8K | $48.45M | 16.5% | +8.9K | Added |
| 2 | Spdr Series Trust | 1.46M | $32.89M | 11.2% | +5.3K | Added |
| 3 | Ishares Tr | 264.7K | $29.17M | 9.9% | +2.1K | Added |
| 4 | Ishrs 10 Yr Invest Grade |
| 396.2K |
| $19.99M |
| 6.8% |
| +7.0K |
| Added |
| 5 | Expand Energy Corporation | 170.6K | $18.83M | 6.4% | +153.5K | Added |
| 6 | Ishares Tr | 341.3K | $17.07M | 5.8% | +14.8K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 695.6K | $14.61M | 5.0% | +695.6K | New |
| 8 | Ishares Tr | 87.3K | $12.36M | 4.2% | −170 | Reduced |
| 9 | Vanguard Intl Equity Index F | 87.6K | $12.35M | 4.2% | −232 | Reduced |
| 10 | Vanguard Scottsdale Fds | 119.6K | $10.01M | 3.4% | +632 | Added |
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