Saratoga Springs, NYCIK 18047854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 241.5K | $80.98M | 61.5% | +4.3K | Added |
| 2 | Vanguard Star Fds | 186.9K | $14.10M | 10.7% | +7.3K | Added |
| 3 | Vanguard Mun Bd Fds | 101.6K | $5.11M | 3.9% | +5.3K | Added |
| 4 | Vanguard Bd Index Fds |
| 68.5K |
| $5.07M |
| 3.9% |
| +2.8K |
| Added |
| 5 | Globalfoundries Inc | 118.8K | $4.15M | 3.2% | 0 | Held |
| 6 | Vanguard Index Fds | 5.7K | $3.59M | 2.7% | +2.3K | Added |
| 7 | Ishares Tr | 2.7K | $1.86M | 1.4% | +2.7K | New |
| 8 | Vanguard Bd Index Fds | 19.3K | $1.50M | 1.1% | 0 | Held |
| 9 | Invesco Exch Traded Fd Tr II | 22.0K | $1.16M | 0.9% | +1.5K | Added |
| 10 | Putnam ETF Trust | 31.7K | $970.0K | 0.7% | +31.7K | New |
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