New York, NYCIK 18072884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 153.3K | $105.01M | 20.4% | −2.2K | Reduced |
| 2 | Vanguard Malvern Fds | 1.66M | $81.90M | 15.9% | +59.5K | Added |
| 3 | American Centy ETF Tr | 619.8K | $63.21M | 12.3% | +198 | Added |
| 4 | Dimensional ETF Trust |
| 1.73M |
| $54.65M |
| 10.6% |
| +9.7K |
| Added |
| 5 | Dimensional ETF Trust | 1.27M | $48.38M | 9.4% | +10.9K | Added |
| 6 | Vanguard Index Fds | 83.3K | $27.91M | 5.4% | +2.1K | Added |
| 7 | Berkshire Hathaway Inc Del | 46.7K | $23.49M | 4.6% | −254 | Reduced |
| 8 | Ishares Tr | 323.9K | $17.33M | 3.4% | −4.7K | Reduced |
| 9 | Apple Inc | 53.7K | $14.61M | 2.8% | −10 | Reduced |
| 10 | Ishares Tr | 81.4K | $12.11M | 2.3% | +66 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio