New York, NYCIK 18386154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
451 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 6.15M | $590.87M | 12.7% | +152.5K | Added |
| 2 | Ishares Tr | 2.75M | $409.24M | 8.8% | +546 | Added |
| 3 | Profesionally Managed Portfo | 5.90M | $386.83M | 8.3% | +5.90M | New |
| 4 | Spdr S&P 500 ETF Tr |
| 536.1K |
| $366.40M |
| 7.9% |
| −2.7K |
| Reduced |
| 5 | Spdr Series Trust | 2.99M | $172.89M | 3.7% | −130.5K | Reduced |
| 6 | Vanguard Index Fds | 492.6K | $165.14M | 3.5% | +1.1K | Added |
| 7 | Spdr Gold Tr | 360.5K | $142.87M | 3.1% | −7.0K | Reduced |
| 8 | Ishares Gold Tr | 1.59M | $128.92M | 2.8% | +63.2K | Added |
| 9 | First Tr Exchange-Traded Fd | 4.42M | $116.96M | 2.5% | +36.8K | Added |
| 10 | Exxon Mobil Corp | 964.9K | $116.12M | 2.5% | +7.9K | Added |
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