Schenectady, NYCIK 16105804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alps ETF Tr | 419.8K | $16.19M | 10.0% | +14.8K | Added |
| 2 | Alps ETF Tr | 545.0K | $13.15M | 8.1% | +13.7K | Added |
| 3 | First Tr Exchange-Traded Fd | 268.3K | $11.90M | 7.3% | +86.8K | Added |
| 4 | Ishares Tr |
| 164.3K |
| $8.99M |
| 5.5% |
| +35.7K |
| Added |
| 5 | American Centy ETF Tr | 72.6K | $7.41M | 4.6% | +14.3K | Added |
| 6 | Wisdomtree Tr | 189.3K | $6.33M | 3.9% | +10.5K | Added |
| 7 | Dimensional ETF Trust | 113.0K | $5.64M | 3.5% | +3.4K | Added |
| 8 | Vanguard Admiral Fds Inc | 44.6K | $5.40M | 3.3% | +1.2K | Added |
| 9 | Cambria ETF Tr | 158.9K | $5.00M | 3.1% | +1.9K | Added |
| 10 | Pimco ETF Tr | 44.1K | $4.11M | 2.5% | −6.7K | Reduced |
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