Ithaca, NYCIK 19102484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 29.3K | $12.09M | 7.7% | −636 | Reduced |
| 2 | Invesco Qqq Tr | 14.1K | $8.68M | 5.5% | −317 | Reduced |
| 3 | Apple Inc | 31.9K | $8.67M | 5.5% | −267 | Reduced |
| 4 | Schwab Strategic Tr |
| 231.2K |
| $7.54M |
| 4.8% |
| +13.0K |
| Added |
| 5 | Vanguard World Fd | 51.0K | $7.19M | 4.6% | +3.8K | Added |
| 6 | Select Sector Spdr Tr | 47.9K | $6.89M | 4.4% | +23.2K | Added |
| 7 | Vanguard World Fd | 7.2K | $5.42M | 3.4% | −336 | Reduced |
| 8 | Vanguard Index Fds | 14.9K | $5.01M | 3.2% | +225 | Added |
| 9 | Fidelity Covington Trust | 19.6K | $4.40M | 2.8% | −423 | Reduced |
| 10 | Spdr Index Shs Fds | 30.3K | $4.34M | 2.8% | +1.7K | Added |
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