New York, NYCIK 18494444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
867 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 250.3K | $69.31M | 11.7% | −1.4K | Reduced |
| 2 | Apple Inc | 264.5K | $61.43M | 10.4% | −2.3K | Reduced |
| 3 | Vanguard Index Fds | 53.1K | $33.27M | 5.6% | +2 | Added |
| 4 | Nvidia Corporation |
| 159.7K |
| $23.58M |
| 4.0% |
| −487 |
| Reduced |
| 5 | Microsoft Corp | 78.3K | $17.19M | 2.9% | −46.0K | Reduced |
| 6 | Vanguard Index Fds | 80.2K | $14.22M | 2.4% | +12.7K | Added |
| 7 | Spdr Series Trust | 201.1K | $13.30M | 2.2% | +2.9K | Added |
| 8 | Amazon Com Inc | 74.2K | $13.19M | 2.2% | −86 | Reduced |
| 9 | Schwab Strategic Tr | 280.3K | $12.67M | 2.1% | +4.3K | Added |
| 10 | Alphabet Inc | 55.2K | $10.35M | 1.7% | −449 | Reduced |
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