Rochester, MICIK 19584564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 145.0K | $27.69M | 17.4% | +3.6K | Added |
| 2 | Vanguard Index Fds | 46.4K | $22.62M | 14.2% | +239 | Added |
| 3 | Vanguard Tax-Managed Fds | 257.0K | $16.05M | 10.1% | +5.1K | Added |
| 4 | Vanguard Intl Equity Index F |
| 293.1K |
| $15.76M |
| 9.9% |
| +5.1K |
| Added |
| 5 | Spdr Series Trust | 455.4K | $11.73M | 7.4% | +30.6K | Added |
| 6 | Ishares Tr | 166.5K | $10.99M | 6.9% | +4.1K | Added |
| 7 | Ishares Tr | 91.4K | $10.98M | 6.9% | +1.6K | Added |
| 8 | Ishares Gold Tr | 101.5K | $8.24M | 5.2% | −9.1K | Reduced |
| 9 | Ishares Tr | 138.8K | $7.02M | 4.4% | +4.5K | Added |
| 10 | Vanguard Mun Bd Fds | 133.8K | $6.73M | 4.2% | −5.8K | Reduced |
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