Williamsville, NYCIK 19041524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 946.6K | $37.48M | 15.3% | +123 | Added |
| 2 | Dimensional ETF Trust | 415.1K | $20.71M | 8.5% | −9.7K | Reduced |
| 3 | Dimensional ETF Trust | 426.6K | $19.87M | 8.1% | −2.8K | Reduced |
| 4 | Dimensional ETF Trust |
| 331.7K |
| $19.75M |
| 8.1% |
| −2.9K |
| Reduced |
| 5 | Dimensional ETF Trust | 219.3K | $10.57M | 4.3% | +51.9K | Added |
| 6 | American Centy ETF Tr | 101.9K | $9.58M | 3.9% | +15 | Added |
| 7 | Ea Series Trust | 393.4K | $9.17M | 3.7% | −12.1K | Reduced |
| 8 | Vanguard Index Fds | 24.0K | $7.25M | 3.0% | −249 | Reduced |
| 9 | American Centy ETF Tr | 89.6K | $6.90M | 2.8% | −2.8K | Reduced |
| 10 | Dimensional ETF Trust | 193.7K | $6.34M | 2.6% | −7.6K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio