Orchard Park, NYCIK 19606574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 89.1K | $61.03M | 23.8% | −2.3K | Reduced |
| 2 | Vanguard Index Fds | 61.7K | $30.10M | 11.8% | −3.1K | Reduced |
| 3 | Vanguard Index Fds | 152.5K | $29.13M | 11.4% | +3.5K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 389.7K |
| $24.34M |
| 9.5% |
| −1.4K |
| Reduced |
| 5 | Dimensional ETF Trust | 527.3K | $23.84M | 9.3% | +527.3K | New |
| 6 | Schwab Strategic Tr | 674.6K | $19.21M | 7.5% | −10.3K | Reduced |
| 7 | Vanguard Intl Equity Index F | 203.1K | $10.92M | 4.3% | −1.4K | Reduced |
| 8 | Dimensional ETF Trust | 279.1K | $10.06M | 3.9% | +279.1K | New |
| 9 | Vanguard Index Fds | 23.0K | $5.77M | 2.3% | +23.0K | New |
| 10 | Schwab Strategic Tr | 212.1K | $5.10M | 2.0% | +305 | Added |
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