New York, NYCIK 18875024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 291.3K | $7.84M | 72.2% | −72.7K | Reduced |
| 2 | Vanguard Scottsdale Fds | 38.3K | $2.98M | 27.4% | +305 | Added |
| 3 | The Beachbody Company Inc | 4.3K | $44.9K | 0.4% | 0 | Held |