New York, NYCIK 17729545 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 57.0K | $35.73M | 19.6% | −4.5K | Reduced |
| 2 | Vanguard Bd Index Fds | 334.2K | $24.75M | 13.6% | +91.5K | Added |
| 3 | Ishares Tr | 105.4K | $10.13M | 5.6% | +15.9K | Added |
| 4 | Select Sector Spdr Tr |
| 63.1K |
| $9.08M |
| 5.0% |
| +52.6K |
| Added |
| 5 | Select Sector Spdr Tr | 160.5K | $8.79M | 4.8% | +16.5K | Added |
| 6 | Vanguard Intl Equity Index F | 96.6K | $8.73M | 4.8% | −5.4K | Reduced |
| 7 | Ishares Tr | 77.9K | $8.56M | 4.7% | +52.6K | Added |
| 8 | Select Sector Spdr Tr | 70.5K | $8.42M | 4.6% | +39.6K | Added |
| 9 | Vanguard Intl Equity Index F | 141.7K | $7.62M | 4.2% | +6.1K | Added |
| 10 | Vanguard Intl Equity Index F | 76.8K | $6.42M | 3.5% | +4.1K | Added |
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