Pittsford, NYCIK 18083944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 238.0K | $73.55M | 37.5% | +8.7K | Added |
| 2 | Vanguard Intl Equity Index F | 795.2K | $58.50M | 29.8% | +25.3K | Added |
| 3 | Vanguard Index Fds | 23.7K | $14.87M | 7.6% | 0 | Held |
| 4 | Ishares Tr |
| 12.4K |
| $8.49M |
| 4.3% |
| −93 |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 40.4K | $5.79M | 3.0% | +1.0K | Added |
| 6 | Ishares Tr | 58.3K | $5.59M | 2.9% | −53 | Reduced |
| 7 | Apple Inc | 15.1K | $4.10M | 2.1% | −637 | Reduced |
| 8 | Schwab Strategic Tr | 126.8K | $3.41M | 1.7% | +10.4K | Added |
| 9 | Vanguard Admiral Fds Inc | 27.8K | $3.09M | 1.6% | +1.3K | Added |
| 10 | Microsoft Corp | 3.2K | $1.55M | 0.8% | +2 | Added |
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