Victor, NYCIK 16540334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
99 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.19M | $38.85M | 17.7% | −55.4K | Reduced |
| 2 | Vanguard Intl Equity Index F | 280.9K | $23.49M | 10.7% | +8.1K | Added |
| 3 | Ishares Tr | 28.3K | $19.38M | 8.8% | +1.8K | Added |
| 4 | J P Morgan Exchange Traded F |
| 324.0K |
| $15.34M |
| 7.0% |
| +19.8K |
| Added |
| 5 | Ishares Tr | 562.8K | $14.04M | 6.4% | +27.9K | Added |
| 6 | Schwab Strategic Tr | 431.0K | $11.60M | 5.3% | −6.8K | Reduced |
| 7 | Vanguard Charlotte Fds | 194.1K | $9.38M | 4.3% | +8.7K | Added |
| 8 | Paychex Inc | 78.5K | $8.81M | 4.0% | 0 | Held |
| 9 | Vanguard Mun Bd Fds | 166.6K | $8.38M | 3.8% | +589 | Added |
| 10 | Apple Inc | 22.8K | $6.19M | 2.8% | −144 | Reduced |
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