New York, NYCIK 16462474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,031 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 2.66M | $1.82B | 14.5% | −2.59M | Reduced |
| 2 | Vanguard Tax-Managed Fds | 13.58M | $848.46M | 6.8% | −11.49M | Reduced |
| 3 | Vanguard Index Fds | 1.16M | $725.57M | 5.8% | −1.15M | Reduced |
| 4 | Ishares Tr |
| 7.64M |
| $504.43M |
| 4.0% |
| −7.28M |
| Reduced |
| 5 | Vanguard Star Fds | 5.88M | $443.84M | 3.5% | −5.15M | Reduced |
| 6 | Schwab Strategic Tr | 13.54M | $371.28M | 3.0% | −14.75M | Reduced |
| 7 | Vanguard Index Fds | 987.6K | $331.12M | 2.6% | −1.02M | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 446.9K | $304.77M | 2.4% | +5.5K | Added |
| 9 | Dimensional ETF Trust | 7.52M | $297.83M | 2.4% | −156.0K | Reduced |
| 10 | Vanguard Index Fds | 599.9K | $292.68M | 2.3% | −323.0K | Reduced |
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