Stamford, CTCIK 17936914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
262 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 243.3K | $118.71M | 12.0% | −766 | Reduced |
| 2 | Vanguard Index Fds | 460.8K | $88.01M | 8.9% | +4.7K | Added |
| 3 | Ishares Tr | 117.9K | $55.80M | 5.6% | −1.2K | Reduced |
| 4 | Ishares Tr |
| 207.9K |
| $43.72M |
| 4.4% |
| −77 |
| Reduced |
| 5 | Spdr Series Trust | 462.3K | $42.25M | 4.3% | +44.0K | Added |
| 6 | Vanguard Tax-Managed Fds | 574.3K | $35.88M | 3.6% | +74.0K | Added |
| 7 | Ea Series Trust | 601.1K | $33.12M | 3.3% | −1.9K | Reduced |
| 8 | Microsoft Corp | 56.1K | $27.14M | 2.7% | −161 | Reduced |
| 9 | Apple Inc | 95.6K | $26.00M | 2.6% | −2.8K | Reduced |
| 10 | Nvidia Corporation | 124.0K | $23.12M | 2.3% | −1.7K | Reduced |
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