New York, NYCIK 17275144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 126.1K | $79.06M | 15.5% | −102 | Reduced |
| 2 | Vanguard Bd Index Fds | 595.9K | $46.41M | 9.1% | −12.3K | Reduced |
| 3 | Tcw ETF Trust | 926.0K | $36.67M | 7.2% | +91.7K | Added |
| 4 | Dimensional ETF Trust |
| 741.9K |
| $31.79M |
| 6.2% |
| +36.9K |
| Added |
| 5 | Vanguard Index Fds | 58.7K | $28.63M | 5.6% | +2.0K | Added |
| 6 | J P Morgan Exchange Traded F | 367.4K | $27.51M | 5.4% | +18.3K | Added |
| 7 | Meta Platforms Inc | 40.5K | $26.75M | 5.2% | −11.9K | Reduced |
| 8 | Vanguard Admiral Fds Inc | 162.7K | $18.19M | 3.6% | +7.6K | Added |
| 9 | Vanguard Whitehall Fds | 108.1K | $15.52M | 3.0% | −8.0K | Reduced |
| 10 | Ishares Tr | 117.8K | $14.15M | 2.8% | +2.0K | Added |
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