New York, NYCIK 16892324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
472 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 481.5K | $46.30M | 6.2% | +12.1K | Added |
| 2 | Invesco Exchange Traded Fd T | 121.0K | $23.18M | 3.1% | +6.2K | Added |
| 3 | Vanguard Intl Equity Index F | 366.9K | $19.72M | 2.6% | +790 | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 26.7K |
| $18.21M |
| 2.4% |
| −390 |
| Reduced |
| 5 | Ishares Tr | 71.1K | $17.50M | 2.3% | −1.2K | Reduced |
| 6 | Ishares Tr | 168.9K | $16.22M | 2.2% | −4.5K | Reduced |
| 7 | Ishares Tr | 166.1K | $15.99M | 2.1% | +1.7K | Added |
| 8 | Berkshire Hathaway Inc Del | 29.4K | $14.76M | 2.0% | +950 | Added |
| 9 | Spdr Series Trust | 118.4K | $11.63M | 1.6% | −2.6K | Reduced |
| 10 | Warner Bros Discovery Inc | 346.1K | $9.97M | 1.3% | +100.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio