Goshen, NYCIK 19229633 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 50.9K | $17.06M | 14.2% | +1.5K | Added |
| 2 | Ishares Tr | 190.2K | $10.25M | 8.5% | +8.2K | Added |
| 3 | Dimensional ETF Trust | 177.3K | $8.30M | 6.9% | +27.7K | Added |
| 4 | Dimensional ETF Trust |
| 100.2K |
| $7.43M |
| 6.2% |
| −902 |
| Reduced |
| 5 | Ishares Tr | 139.5K | $7.37M | 6.1% | +8.6K | Added |
| 6 | Vanguard Tax-Managed Fds | 114.4K | $7.15M | 6.0% | +5.9K | Added |
| 7 | Ishares Tr | 41.5K | $4.95M | 4.1% | +2.0K | Added |
| 8 | Ishares Tr | 58.8K | $4.87M | 4.1% | +3.8K | Added |
| 9 | Ishares Tr | 45.5K | $4.66M | 3.9% | +2.7K | Added |
| 10 | Spdr S&P 500 ETF Tr | 6.8K | $4.61M | 3.8% | +148 | Added |
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