Melville, NYCIK 17287784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 73.1K | $45.86M | 17.5% | +6.9K | Added |
| 2 | Proshares Tr | 160.6K | $16.72M | 6.4% | −15.5K | Reduced |
| 3 | Victory Portfolios II | 363.6K | $14.32M | 5.5% | −51.0K | Reduced |
| 4 | New York Life Investments Et |
| 378.1K |
| $12.27M |
| 4.7% |
| +36.5K |
| Added |
| 5 | Vanguard Whitehall Fds | 105.9K | $9.68M | 3.7% | −10.4K | Reduced |
| 6 | J P Morgan Exchange Traded F | 178.3K | $8.44M | 3.2% | +9.4K | Added |
| 7 | Ishares Tr | 64.1K | $7.70M | 2.9% | +1.5K | Added |
| 8 | T Rowe Price ETF Inc | 181.6K | $7.40M | 2.8% | +10.2K | Added |
| 9 | Vanguard Malvern Fds | 92.0K | $7.19M | 2.8% | +5.9K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 151.6K | $6.72M | 2.6% | +8.6K | Added |
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