Stamford, CTCIK 18461754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
345 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 515.2K | $32.18M | 5.7% | +2.6K | Added |
| 2 | Vanguard Index Fds | 63.3K | $30.86M | 5.5% | +1.6K | Added |
| 3 | Spdr S&P 500 ETF Tr | 41.9K | $28.61M | 5.1% | +1.0K | Added |
| 4 | Invesco Qqq Tr |
| 35.8K |
| $21.99M |
| 3.9% |
| +72 |
| Added |
| 5 | Vanguard Index Fds | 112.0K | $21.39M | 3.8% | −137 | Reduced |
| 6 | Alphabet Inc | 58.6K | $18.37M | 3.3% | −250 | Reduced |
| 7 | Ishares Tr | 25.4K | $17.40M | 3.1% | −282 | Reduced |
| 8 | Apple Inc | 52.6K | $14.30M | 2.5% | −5.0K | Reduced |
| 9 | Alphabet Inc | 38.0K | $11.89M | 2.1% | −161 | Reduced |
| 10 | Vanguard Intl Equity Index F | 215.1K | $11.56M | 2.1% | +10.2K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio