Armonk, NYCIK 19303014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 169.7K | $12.58M | 6.9% | +37 | Added |
| 2 | Dimensional ETF Trust | 234.5K | $9.28M | 5.1% | +515 | Added |
| 3 | Dimensional ETF Trust | 228.3K | $8.70M | 4.8% | −36.9K | Reduced |
| 4 | Dimensional ETF Trust |
| 186.3K |
| $7.93M |
| 4.4% |
| +7.0K |
| Added |
| 5 | Spdr Series Trust | 94.6K | $7.59M | 4.2% | −2.7K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 10 | $7.55M | 4.1% | 0 | Held |
| 7 | Ishares Tr | 43.1K | $6.40M | 3.5% | −50 | Reduced |
| 8 | Apple Inc | 19.2K | $5.22M | 2.9% | +1.0K | Added |
| 9 | Dimensional ETF Trust | 155.1K | $5.05M | 2.8% | −631 | Reduced |
| 10 | Vanguard Index Fds | 9.8K | $4.76M | 2.6% | +13 | Added |
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