Newton, MACIK 16665044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 120.4K | $75.49M | 31.0% | −1.3K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 676.1K | $42.23M | 17.3% | +23.3K | Added |
| 3 | Vanguard Index Fds | 70.9K | $18.29M | 7.5% | −221 | Reduced |
| 4 | Vanguard Index Fds |
| 50.7K |
| $14.71M |
| 6.0% |
| −3.7K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 127.6K | $9.93M | 4.1% | +3.6K | Added |
| 6 | Apple Inc | 26.7K | $7.25M | 3.0% | −313 | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 7.8K | $5.30M | 2.2% | +43 | Added |
| 8 | Microsoft Corp | 9.9K | $4.77M | 2.0% | −63 | Reduced |
| 9 | Ishares Tr | 20.8K | $4.38M | 1.8% | 0 | Held |
| 10 | Ishares Tr | 9.1K | $4.30M | 1.8% | 0 | Held |
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