New York, NYCIK 19621664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
91 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 429.1K | $47.97M | 17.2% | +2.4K | Added |
| 2 | Dimensional ETF Trust | 1.07M | $42.36M | 15.2% | −10.8K | Reduced |
| 3 | American Centy ETF Tr | 327.2K | $33.37M | 11.9% | −3.5K | Reduced |
| 4 | American Centy ETF Tr |
| 298.7K |
| $24.59M |
| 8.8% |
| −484 |
| Reduced |
| 5 | Apple Inc | 80.6K | $21.92M | 7.8% | −7.7K | Reduced |
| 6 | American Centy ETF Tr | 172.4K | $16.20M | 5.8% | −2.7K | Reduced |
| 7 | American Centy ETF Tr | 218.7K | $12.75M | 4.6% | +227 | Added |
| 8 | Microsoft Corp | 15.3K | $7.38M | 2.6% | −12 | Reduced |
| 9 | American Centy ETF Tr | 94.4K | $7.27M | 2.6% | +380 | Added |
| 10 | Dimensional ETF Trust | 113.9K | $6.16M | 2.2% | +29.7K | Added |
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