New York, NYCIK 16624494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
326 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 514.2K | $352.19M | 17.0% | +6.6K | Added |
| 2 | Vanguard Malvern Fds | 2.09M | $103.24M | 5.0% | +307.6K | Added |
| 3 | Ishares Tr | 1.51M | $99.84M | 4.8% | +68.0K | Added |
| 4 | Ishares Tr |
| 909.2K |
| $81.34M |
| 3.9% |
| +70.6K |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 115.2K | $78.58M | 3.8% | −2.7K | Reduced |
| 6 | Apple Inc | 272.0K | $73.95M | 3.6% | −91 | Reduced |
| 7 | Vanguard Tax-Managed Fds | 1.15M | $71.56M | 3.5% | +74.5K | Added |
| 8 | Spdr Series Trust | 666.2K | $71.08M | 3.4% | −18.7K | Reduced |
| 9 | Ishares Tr | 567.4K | $68.19M | 3.3% | +15.9K | Added |
| 10 | Spdr Series Trust | 1.20M | $67.90M | 3.3% | +957 | Added |
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