Melville, NYCIK 17202924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.93M | $50.64M | 13.7% | −4.9K | Reduced |
| 2 | Innovator Etfs Trust | 806.8K | $27.04M | 7.3% | +53.3K | Added |
| 3 | Vanguard Intl Equity Index F | 188.1K | $26.54M | 7.2% | +2.1K | Added |
| 4 | Innovator Etfs Trust |
| 514.2K |
| $23.87M |
| 6.5% |
| +1.1K |
| Added |
| 5 | Schwab Strategic Tr | 711.0K | $21.38M | 5.8% | +3.1K | Added |
| 6 | Vanguard Index Fds | 63.2K | $21.19M | 5.7% | +313 | Added |
| 7 | Pacer Fds Tr | 410.1K | $18.33M | 5.0% | +1.8K | Added |
| 8 | Innovator Etfs Trust | 483.7K | $15.33M | 4.1% | +15.2K | Added |
| 9 | Innovator Etfs Trust | 431.2K | $14.45M | 3.9% | +15.7K | Added |
| 10 | Vanguard Scottsdale Fds | 172.0K | $13.72M | 3.7% | +20.6K | Added |
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