New York, NYCIK 16328444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
545 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 524.5K | $12.11M | 6.8% | +78.0K | Added |
| 2 | Vanguard Index Fds | 60.2K | $11.50M | 6.4% | +614 | Added |
| 3 | Sprott Physical Silver Tr | 467.1K | $11.05M | 6.2% | +5.1K | Added |
| 4 | Vanguard Scottsdale Fds |
| 83.3K |
| $10.15M |
| 5.7% |
| +342 |
| Added |
| 5 | Vanguard Scottsdale Fds | 166.9K | $10.00M | 5.6% | +24.6K | Added |
| 6 | Vanguard Index Fds | 15.2K | $9.56M | 5.4% | +933 | Added |
| 7 | Enterprise Prods Partners L | 264.2K | $8.47M | 4.7% | −21.7K | Reduced |
| 8 | Schwab Strategic Tr | 235.2K | $5.66M | 3.2% | +19.0K | Added |
| 9 | Alphabet Inc | 15.7K | $4.92M | 2.8% | −481 | Reduced |
| 10 | Ishares Tr | 187.7K | $4.19M | 2.3% | +13.0K | Added |
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