East Amherst, NYCIK 18717344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 90.7K | $56.87M | 15.0% | +1.7K | Added |
| 2 | Vanguard Scottsdale Fds | 500.8K | $29.41M | 7.8% | +54.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 434.2K | $27.12M | 7.2% | +23.1K | Added |
| 4 | Vanguard Bd Index Fds |
| 209.8K |
| $16.54M |
| 4.4% |
| +12.6K |
| Added |
| 5 | Dimensional ETF Trust | 405.4K | $15.42M | 4.1% | +20.2K | Added |
| 6 | Vanguard Scottsdale Fds | 179.5K | $14.31M | 3.8% | +10.6K | Added |
| 7 | Dimensional ETF Trust | 529.7K | $13.99M | 3.7% | +60.5K | Added |
| 8 | Dimensional ETF Trust | 320.1K | $13.30M | 3.5% | +35.3K | Added |
| 9 | Dimensional ETF Trust | 361.0K | $11.94M | 3.2% | +47.3K | Added |
| 10 | Vanguard Scottsdale Fds | 237.0K | $11.16M | 3.0% | +19.4K | Added |
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