New York, NYCIK 19076664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
247 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 891.7K | $71.53M | 9.1% | +363 | Added |
| 2 | Spdr Series Trust | 276.4K | $29.49M | 3.8% | −3.7K | Reduced |
| 3 | Wisdomtree Tr | 587.6K | $28.59M | 3.7% | +12.1K | Added |
| 4 | Schwab Strategic Tr |
| 1.04M |
| $28.20M |
| 3.6% |
| +10.9K |
| Added |
| 5 | Vanguard Index Fds | 38.0K | $18.56M | 2.4% | −491 | Reduced |
| 6 | Global X Fds | 383.7K | $18.34M | 2.3% | +288 | Added |
| 7 | Ishares Tr | 250.7K | $17.41M | 2.2% | +8.4K | Added |
| 8 | Invesco Exchange Traded Fd T | 217.9K | $16.35M | 2.1% | +9.8K | Added |
| 9 | Vanguard Index Fds | 58.3K | $16.27M | 2.1% | +1.7K | Added |
| 10 | Ishares Tr | 144.3K | $14.41M | 1.8% | +42.6K | Added |
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