New York, NYCIK 19943325 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.52M | $36.58M | 11.5% | +27.5K | Added |
| 2 | Global X Fds | 411.8K | $24.93M | 7.9% | +7.7K | Added |
| 3 | Vanguard Intl Equity Index F | 401.7K | $21.60M | 6.8% | +4.6K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 342.5K |
| $21.40M |
| 6.8% |
| +2.3K |
| Added |
| 5 | Schwab Strategic Tr | 544.2K | $17.75M | 5.6% | −5.8K | Reduced |
| 6 | Vanguard Index Fds | 34.9K | $17.05M | 5.4% | −822 | Reduced |
| 7 | Schwab Strategic Tr | 529.7K | $15.68M | 5.0% | +21.9K | Added |
| 8 | Abrdn Etfs | 787.7K | $15.38M | 4.9% | +46.6K | Added |
| 9 | Vanguard Index Fds | 73.1K | $13.97M | 4.4% | +903 | Added |
| 10 | Vanguard Index Fds | 49.6K | $13.84M | 4.4% | +1.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio