New York, NYCIK 16982184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,118 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.43M | $480.68M | 8.8% | +59.4K | Added |
| 2 | Ishares Tr | 535.0K | $366.44M | 6.7% | −9.9K | Reduced |
| 3 | Invesco Qqq Tr | 387.6K | $238.09M | 4.3% | −1.7K | Reduced |
| 4 | Ishares Tr |
| 2.26M |
| $230.98M |
| 4.2% |
| +109.4K |
| Added |
| 5 | Fidelity Merrimack Str Tr | 3.86M | $177.50M | 3.2% | +77.5K | Added |
| 6 | Apple Inc | 583.6K | $158.66M | 2.9% | +23.5K | Added |
| 7 | Vanguard Bd Index Fds | 1.91M | $141.12M | 2.6% | +173.0K | Added |
| 8 | Spdr S&P 500 ETF Tr | 190.0K | $129.56M | 2.4% | +91 | Added |
| 9 | Nvidia Corporation | 669.4K | $124.84M | 2.3% | +21.9K | Added |
| 10 | Vanguard Wellington Fd | 651.0K | $124.51M | 2.3% | +22.6K | Added |
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