New York, NYCIK 16441284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
424 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 225.7K | $75.66M | 10.5% | +5.7K | Added |
| 2 | Ea Series Trust | 1.18M | $60.42M | 8.4% | +5.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 608.4K | $38.01M | 5.3% | −10.3K | Reduced |
| 4 | Vanguard Bd Index Fds |
| 289.8K |
| $21.47M |
| 3.0% |
| +26.2K |
| Added |
| 5 | Ishares Tr | 206.5K | $19.64M | 2.7% | +4.1K | Added |
| 6 | Vanguard Intl Equity Index F | 355.4K | $19.11M | 2.6% | +8.3K | Added |
| 7 | Apple Inc | 67.3K | $18.29M | 2.5% | −1.7K | Reduced |
| 8 | Ishares Tr | 148.5K | $18.00M | 2.5% | +5.2K | Added |
| 9 | Ishares Tr | 159.2K | $16.99M | 2.3% | +10.5K | Added |
| 10 | Microsoft Corp | 27.5K | $13.29M | 1.8% | −443 | Reduced |
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