New York, NYCIK 17104774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
185 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 102.4K | $70.15M | 5.2% | −953 | Reduced |
| 2 | Vanguard Index Fds | 85.4K | $53.53M | 4.0% | −2.7K | Reduced |
| 3 | Ishares Tr | 447.2K | $53.37M | 4.0% | +14.4K | Added |
| 4 | Invesco Qqq Tr |
| 74.7K |
| $45.87M |
| 3.4% |
| −3.9K |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 901.9K | $42.46M | 3.1% | +29.7K | Added |
| 6 | Vanguard Tax-Managed Fds | 650.1K | $40.61M | 3.0% | −6.8K | Reduced |
| 7 | Cvs Health Corp | 373.9K | $29.68M | 2.2% | −41.6K | Reduced |
| 8 | Spdr Series Trust | 827.2K | $27.97M | 2.1% | +47.2K | Added |
| 9 | Corning Inc | 304.5K | $26.66M | 2.0% | −3.5K | Reduced |
| 10 | Schwab Strategic Tr | 881.9K | $23.73M | 1.8% | −20.4K | Reduced |
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