Williamsville, NYCIK 19085874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.60M | $41.89M | 15.8% | −169.0K | Reduced |
| 2 | Vanguard Index Fds | 44.0K | $27.60M | 10.4% | +108 | Added |
| 3 | Pimco ETF Tr | 757.2K | $20.20M | 7.6% | +707.5K | Added |
| 4 | Spdr Series Trust |
| 119.9K |
| $19.98M |
| 7.5% |
| +44.1K |
| Added |
| 5 | Schwab Strategic Tr | 612.2K | $19.97M | 7.5% | −158.0K | Reduced |
| 6 | Vanguard Scottsdale Fds | 223.9K | $18.76M | 7.1% | +221.3K | Added |
| 7 | Spdr Gold Tr | 40.3K | $15.95M | 6.0% | +6.4K | Added |
| 8 | Vanguard Index Fds | 77.2K | $14.74M | 5.6% | −29.3K | Reduced |
| 9 | Franklin Templeton ETF Tr | 124.0K | $10.84M | 4.1% | +116.5K | Added |
| 10 | Spdr Dow Jones Indl Average | 21.2K | $10.18M | 3.8% | +21.2K | New |
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