New York, NYCIK 16973234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 170.8K | $57.25M | 6.5% | −434 | Reduced |
| 2 | World Gold Tr | 592.9K | $50.62M | 5.8% | −143.7K | Reduced |
| 3 | Vanguard Star Fds | 660.0K | $49.79M | 5.7% | +94.4K | Added |
| 4 | American Centy ETF Tr |
| 403.3K |
| $37.90M |
| 4.3% |
| +32.4K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 68.4K | $34.38M | 3.9% | +4.6K | Added |
| 6 | American Centy ETF Tr | 318.2K | $32.45M | 3.7% | +27.4K | Added |
| 7 | Ishares Inc | 507.9K | $26.08M | 3.0% | −14.4K | Reduced |
| 8 | Vanguard Intl Equity Index F | 447.4K | $24.05M | 2.8% | +22 | Added |
| 9 | Vanguard Intl Equity Index F | 252.8K | $22.85M | 2.6% | 0 | Held |
| 10 | Alphabet Inc | 71.9K | $22.56M | 2.6% | −1.4K | Reduced |
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