Woodbury, NYCIK 16962094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 380.8K | $238.80M | 18.1% | +7.1K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 1.63M | $186.44M | 14.1% | +46.7K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.94M | $121.45M | 9.2% | +29.9K | Added |
| 4 | Vanguard Index Fds |
| 429.8K |
| $110.85M |
| 8.4% |
| +15.9K |
| Added |
| 5 | Vanguard Intl Equity Index F | 2.05M | $110.17M | 8.3% | −37.9K | Reduced |
| 6 | Ishares Inc | 1.15M | $77.54M | 5.9% | +40.1K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 1.48M | $72.01M | 5.5% | +38.4K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 537.5K | $67.98M | 5.2% | +18.2K | Added |
| 9 | Invesco Qqq Tr | 99.6K | $61.17M | 4.6% | −1.8K | Reduced |
| 10 | Ishares Tr | 585.9K | $52.43M | 4.0% | +23.8K | Added |
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