Getzville, NYCIK 19106414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 124.7K | $85.41M | 33.1% | −3.2K | Reduced |
| 2 | Vanguard Index Fds | 41.5K | $26.05M | 10.1% | −1.5K | Reduced |
| 3 | Ishares Tr | 383.4K | $25.31M | 9.8% | −1.0K | Reduced |
| 4 | Apple Inc |
| 66.5K |
| $18.08M |
| 7.0% |
| −784 |
| Reduced |
| 5 | Dimensional World Equity | 158.7K | $11.74M | 4.6% | −818 | Reduced |
| 6 | Ishares Tr | 87.5K | $10.52M | 4.1% | −1.4K | Reduced |
| 7 | J P Morgan Exchange Traded F | 128.5K | $9.62M | 3.7% | +13.5K | Added |
| 8 | Vanguard Admiral Fds Inc | 82.5K | $9.22M | 3.6% | −1.4K | Reduced |
| 9 | Fidelity Covington Trust | 245.6K | $8.99M | 3.5% | +25.5K | Added |
| 10 | Ishares Inc | 110.8K | $7.45M | 2.9% | −2.0K | Reduced |
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