Bohemia, NYCIK 18007454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 54.4K | $34.1K | 16.8% | +50 | Added |
| 2 | Vanguard Index Fds | 66.0K | $32.2K | 15.9% | −784 | Reduced |
| 3 | Vanguard Index Fds | 105.5K | $20.1K | 10.0% | −544 | Reduced |
| 4 | World Gold Tr |
| 145.1K |
| $12.4K |
| 6.1% |
| −420 |
| Reduced |
| 5 | Schwab Strategic Tr | 402.4K | $10.8K | 5.3% | −433 | Reduced |
| 6 | Vanguard Scottsdale Fds | 152.0K | $9.1K | 4.5% | +12.3K | Added |
| 7 | Dimensional ETF Trust | 178.3K | $6.8K | 3.4% | −4.7K | Reduced |
| 8 | Vanguard Index Fds | 17.6K | $5.9K | 2.9% | −32 | Reduced |
| 9 | Ishares Tr | 44.3K | $5.5K | 2.7% | −594 | Reduced |
| 10 | Ishares Tr | 64.5K | $5.3K | 2.6% | −2.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio