Saratoga Springs, NYCIK 19664824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 354.2K | $31.80M | 12.3% | +39.3K | Added |
| 2 | American Centy ETF Tr | 270.9K | $30.28M | 11.7% | +3.2K | Added |
| 3 | Ishares Tr | 40.6K | $27.83M | 10.7% | −1.5K | Reduced |
| 4 | World Gold Tr |
| 277.2K |
| $23.67M |
| 9.1% |
| +32.0K |
| Added |
| 5 | Dimensional ETF Trust | 526.6K | $22.41M | 8.7% | +34.7K | Added |
| 6 | Vanguard Tax-Managed Fds | 317.5K | $19.83M | 7.7% | +26.5K | Added |
| 7 | Return Stacked Us Stk | 419.2K | $11.88M | 4.6% | +13.0K | Added |
| 8 | Vanguard Index Fds | 18.1K | $11.35M | 4.4% | +1.1K | Added |
| 9 | Select Sector Spdr Tr | 75.9K | $8.94M | 3.5% | −870 | Reduced |
| 10 | Vanguard Intl Equity Index F | 159.4K | $8.57M | 3.3% | +18.0K | Added |
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