Rochester, NYCIK 16559824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 48.9K | $33.47M | 26.9% | +889 | Added |
| 2 | Ishares Tr | 261.7K | $23.41M | 18.8% | +8.5K | Added |
| 3 | Vanguard Malvern Fds | 137.4K | $10.70M | 8.6% | +10.4K | Added |
| 4 | Vanguard Index Fds |
| 53.6K |
| $10.25M |
| 8.2% |
| +1.1K |
| Added |
| 5 | Ishares Tr | 101.2K | $10.11M | 8.1% | +7.5K | Added |
| 6 | Ishares Inc | 70.0K | $4.71M | 3.8% | +628 | Added |
| 7 | Vanguard Tax-Managed Fds | 57.3K | $3.58M | 2.9% | +346 | Added |
| 8 | Vanguard Index Fds | 14.0K | $2.97M | 2.4% | +408 | Added |
| 9 | Ishares Tr | 41.0K | $2.71M | 2.2% | +624 | Added |
| 10 | Vanguard Index Fds | 29.1K | $2.58M | 2.1% | +1.6K | Added |
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