New York, NYCIK 17505574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 126.6K | $24.26M | 7.4% | +6.0K | Added |
| 2 | Ishares Tr | 160.2K | $19.12M | 5.8% | +6.1K | Added |
| 3 | Vanguard Scottsdale Fds | 324.6K | $15.28M | 4.7% | −200 | Reduced |
| 4 | Microsoft Corp |
| 27.4K |
| $13.27M |
| 4.1% |
| +9.4K |
| Added |
| 5 | Apple Inc | 40.7K | $11.06M | 3.4% | +8.4K | Added |
| 6 | Invesco Actively Managed Exc | 342.5K | $8.60M | 2.6% | +27.2K | Added |
| 7 | Ishares Tr | 127.1K | $8.39M | 2.6% | +3.2K | Added |
| 8 | Vanguard Bd Index Fds | 110.0K | $8.15M | 2.5% | −475 | Reduced |
| 9 | Ishares Tr | 65.9K | $7.92M | 2.4% | −419 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 119.0K | $7.43M | 2.3% | +4.2K | Added |
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