Pittsford, NYCIK 18611584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 365.8K | $250.55M | 54.9% | −5.5K | Reduced |
| 2 | Vanguard Index Fds | 157.3K | $52.75M | 11.6% | +307 | Added |
| 3 | Schwab Strategic Tr | 1.84M | $49.94M | 10.9% | −40.8K | Reduced |
| 4 | Schwab Strategic Tr |
| 1.36M |
| $36.47M |
| 8.0% |
| −9.3K |
| Reduced |
| 5 | Vanguard World Fd | 170.2K | $20.59M | 4.5% | −2.0K | Reduced |
| 6 | Ishares Tr | 120.8K | $17.10M | 3.7% | +1.3K | Added |
| 7 | Schwab Strategic Tr | 577.3K | $15.14M | 3.3% | −19.7K | Reduced |
| 8 | Ishares Tr | 36.2K | $3.48M | 0.8% | 0 | Held |
| 9 | Ishares Tr | 9.1K | $3.40M | 0.7% | 0 | Held |
| 10 | Spdr Dow Jones Indl Average | 4.0K | $1.93M | 0.4% | 0 | Held |
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