New York, NYCIK 19788794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 469.8K | $127.71M | 3.8% | +82.7K | Added |
| 2 | Ishares Tr | 139.2K | $95.36M | 2.8% | +4.2K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.21M | $75.87M | 2.2% | +3.8K | Added |
| 4 | Ishares Tr |
| 2.01M |
| $75.71M |
| 2.2% |
| +44.9K |
| Added |
| 5 | Alphabet Inc | 239.0K | $74.99M | 2.2% | +22.3K | Added |
| 6 | Schwab Strategic Tr | 2.10M | $68.43M | 2.0% | −30.5K | Reduced |
| 7 | Nvidia Corporation | 359.1K | $66.97M | 2.0% | +47.9K | Added |
| 8 | Schwab Strategic Tr | 2.09M | $61.98M | 1.8% | +2.6K | Added |
| 9 | Robinhood Mkts Inc | 541.7K | $61.26M | 1.8% | +119.0K | Added |
| 10 | Coinbase Global Inc | 269.4K | $60.93M | 1.8% | −22.3K | Reduced |
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