New York, NYCIK 18120903 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,461 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.74M | $351.72M | 6.9% | +3.40M | Added |
| 2 | Nvidia Corporation | 801.4K | $149.46M | 2.9% | +360.1K | Added |
| 3 | Apple Inc | 514.4K | $139.84M | 2.7% | +223.5K | Added |
| 4 | Dimensional ETF Trust |
| 3.41M |
| $129.89M |
| 2.5% |
| +2.58M |
| Added |
| 5 | Microsoft Corp | 230.4K | $111.44M | 2.2% | +91.0K | Added |
| 6 | Dimensional ETF Trust | 2.27M | $109.07M | 2.1% | +1.68M | Added |
| 7 | Dimensional ETF Trust | 2.46M | $104.63M | 2.0% | +1.80M | Added |
| 8 | Dimensional ETF Trust | 2.58M | $88.29M | 1.7% | +1.75M | Added |
| 9 | Dimensional ETF Trust | 1.26M | $87.63M | 1.7% | +860.7K | Added |
| 10 | Dimensional ETF Trust | 2.67M | $86.98M | 1.7% | +1.99M | Added |
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