New York, NYCIK 19068664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 108.6K | $20.74M | 10.5% | +4.4K | Added |
| 2 | Vanguard Index Fds | 39.9K | $19.45M | 9.9% | +1.1K | Added |
| 3 | Ishares Tr | 165.7K | $14.82M | 7.5% | +8.7K | Added |
| 4 | Ishares Tr |
| 172.0K |
| $11.35M |
| 5.8% |
| +7.6K |
| Added |
| 5 | Eaton Vance Tax-Managed Dive | 692.3K | $10.62M | 5.4% | +22.8K | Added |
| 6 | Ishares Tr | 75.9K | $9.12M | 4.6% | +2.6K | Added |
| 7 | Vanguard Intl Equity Index F | 138.0K | $7.42M | 3.8% | +7.0K | Added |
| 8 | Select Sector Spdr Tr | 148.3K | $6.63M | 3.4% | +75.3K | Added |
| 9 | Global X Fds | 126.4K | $6.12M | 3.1% | +11.4K | Added |
| 10 | Blackrock ETF Trust II | 99.0K | $5.23M | 2.7% | +24.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio