New York, NYCIK 19161234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 149.4K | $50.08M | 10.7% | +10.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 715.8K | $44.72M | 9.6% | +13.9K | Added |
| 3 | Vanguard Index Fds | 56.5K | $35.45M | 7.6% | −410 | Reduced |
| 4 | Ishares Tr |
| 67.9K |
| $26.28M |
| 5.6% |
| −8.4K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 339.0K | $18.23M | 3.9% | −2.7K | Reduced |
| 6 | Vanguard Index Fds | 79.7K | $16.89M | 3.6% | −2.3K | Reduced |
| 7 | Vanguard Star Fds | 207.6K | $15.66M | 3.4% | −3.9K | Reduced |
| 8 | Ishares Tr | 139.6K | $14.95M | 3.2% | −3 | Reduced |
| 9 | Schwab Strategic Tr | 583.9K | $14.04M | 3.0% | +63.0K | Added |
| 10 | Ishares Tr | 151.9K | $13.59M | 2.9% | +22.8K | Added |
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