Melville, NYCIK 19490594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
161 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 500.8K | $157.64M | 21.8% | −9.2K | Reduced |
| 2 | Vanguard Star Fds | 573.8K | $43.28M | 6.0% | +20.3K | Added |
| 3 | Vanguard Index Fds | 200.8K | $41.99M | 5.8% | +3.7K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 58.4K |
| $39.81M |
| 5.5% |
| +9.2K |
| Added |
| 5 | Apple Inc | 117.4K | $31.91M | 4.4% | +2.2K | Added |
| 6 | Ishares Tr | 255.7K | $25.54M | 3.5% | +83.0K | Added |
| 7 | Schwab Strategic Tr | 599.1K | $19.54M | 2.7% | −12.7K | Reduced |
| 8 | Schwab Strategic Tr | 718.1K | $18.84M | 2.6% | +1.6K | Added |
| 9 | Vaneck ETF Trust | 173.0K | $17.91M | 2.5% | +9.7K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 525.8K | $17.29M | 2.4% | +525.8K | New |
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