Williamsville, NYCIK 17998809 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 34.5K | $23.60M | 13.3% | −758 | Reduced |
| 2 | Ishares Tr | 103.1K | $10.29M | 5.8% | −5.0K | Reduced |
| 3 | Ishares Tr | 85.6K | $7.66M | 4.3% | +13.3K | Added |
| 4 | Ishares Tr |
| 63.1K |
| $7.58M |
| 4.3% |
| −16.9K |
| Reduced |
| 5 | Vanguard Index Fds | 12.7K | $6.19M | 3.5% | +181 | Added |
| 6 | Ishares Inc | 87.2K | $5.86M | 3.3% | +6.3K | Added |
| 7 | Pimco ETF Tr | 56.1K | $5.22M | 2.9% | −10.1K | Reduced |
| 8 | Vanguard Index Fds | 25.1K | $4.79M | 2.7% | +2.0K | Added |
| 9 | Vanguard Index Fds | 22.5K | $4.70M | 2.6% | −6.2K | Reduced |
| 10 | Spdr Series Trust | 50.5K | $4.05M | 2.3% | −6.5K | Reduced |
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