Pittsford, NYCIK 20003554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
122 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 810.6K | $65.02M | 13.7% | −1.1K | Reduced |
| 2 | Vanguard Index Fds | 76.0K | $47.68M | 10.0% | +1.1K | Added |
| 3 | J P Morgan Exchange Traded F | 495.5K | $23.46M | 4.9% | +15.8K | Added |
| 4 | Schwab Strategic Tr |
| 736.5K |
| $17.70M |
| 3.7% |
| +16.0K |
| Added |
| 5 | Vanguard World Fd | 120.5K | $17.01M | 3.6% | +3.0K | Added |
| 6 | Fidelity Merrimack Str Tr | 366.0K | $16.85M | 3.6% | +13.0K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 827.4K | $16.20M | 3.4% | +112.7K | Added |
| 8 | Ishares Tr | 58.5K | $11.62M | 2.4% | −651 | Reduced |
| 9 | Schwab Strategic Tr | 484.2K | $11.32M | 2.4% | −4.2K | Reduced |
| 10 | Ishares Tr | 53.4K | $10.67M | 2.2% | +618 | Added |
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