New York, NYCIK 18628644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
257 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 205.9K | $12.86M | 9.4% | −5.1K | Reduced |
| 2 | Apple Inc | 41.4K | $11.24M | 8.2% | −480 | Reduced |
| 3 | Tesla Inc | 24.5K | $11.03M | 8.1% | +390 | Added |
| 4 | Vanguard Intl Equity Index F |
| 115.9K |
| $6.23M |
| 4.5% |
| −8.6K |
| Reduced |
| 5 | Ishares Tr | 38.7K | $5.46M | 4.0% | 0 | Held |
| 6 | Microsoft Corp | 10.5K | $5.07M | 3.7% | +9 | Added |
| 7 | Ishares Tr | 5.9K | $4.03M | 2.9% | −874 | Reduced |
| 8 | Uber Technologies Inc | 41.2K | $3.37M | 2.5% | −4 | Reduced |
| 9 | Morgan Stanley ETF Trust | 65.6K | $3.33M | 2.4% | +2.0K | Added |
| 10 | Alphabet Inc | 9.0K | $2.82M | 2.1% | +54 | Added |
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