New York, NYCIK 18435814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
165 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 12.3K | $4.61M | 6.8% | −160.6K | Reduced |
| 2 | Vanguard Index Fds | 14.3K | $4.51M | 6.7% | −142.5K | Reduced |
| 3 | Ishares Tr | 5.2K | $3.56M | 5.3% | −48.5K | Reduced |
| 4 | J P Morgan Exchange Traded F |
| 60.7K |
| $3.07M |
| 4.6% |
| −1.40M |
| Reduced |
| 5 | Ishares Tr | 24.6K | $2.96M | 4.4% | −251.8K | Reduced |
| 6 | J P Morgan Exchange Traded F | 33.2K | $2.67M | 4.0% | −466.4K | Reduced |
| 7 | Schwab Strategic Tr | 72.1K | $2.35M | 3.5% | −681.4K | Reduced |
| 8 | Apple Inc | 8.3K | $2.27M | 3.4% | −55.3K | Reduced |
| 9 | Vanguard Index Fds | 11.1K | $2.13M | 3.2% | −166.9K | Reduced |
| 10 | Ishares Tr | 29.0K | $2.07M | 3.1% | −340.2K | Reduced |
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