New York, NYCIK 17695784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 32.0K | $20.05M | 8.9% | −283 | Reduced |
| 2 | Ishares Tr | 121.2K | $14.57M | 6.5% | +61.9K | Added |
| 3 | Invesco Qqq Tr | 20.7K | $12.72M | 5.6% | +520 | Added |
| 4 | Nvidia Corporation |
| 55.7K |
| $10.38M |
| 4.6% |
| +1.4K |
| Added |
| 5 | Goldman Sachs ETF Tr | 92.2K | $9.21M | 4.1% | −116.8K | Reduced |
| 6 | Schwab Strategic Tr | 306.0K | $9.20M | 4.1% | +66.9K | Added |
| 7 | Apple Inc | 32.6K | $8.87M | 3.9% | +4.3K | Added |
| 8 | Alphabet Inc | 28.2K | $8.82M | 3.9% | −383 | Reduced |
| 9 | Ishares Tr | 150.8K | $8.15M | 3.6% | +38.4K | Added |
| 10 | Amazon Com Inc | 34.3K | $7.93M | 3.5% | −153 | Reduced |
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