New York, NYCIK 20036334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,003 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 326.1K | $204.49M | 6.6% | +96.4K | Added |
| 2 | Ishares Tr | 2.84M | $132.16M | 4.3% | +1.07M | Added |
| 3 | Nvidia Corporation | 708.1K | $132.07M | 4.3% | −3.9K | Reduced |
| 4 | Ishares Tr |
| 128.6K |
| $88.11M |
| 2.8% |
| +28.2K |
| Added |
| 5 | J P Morgan Exchange Traded F | 1.36M | $85.83M | 2.8% | +532.1K | Added |
| 6 | Schwab Strategic Tr | 2.37M | $77.35M | 2.5% | +734.0K | Added |
| 7 | Apple Inc | 245.6K | $66.77M | 2.2% | +31.9K | Added |
| 8 | Ishares Tr | 577.5K | $57.68M | 1.9% | +107.8K | Added |
| 9 | Ishares Tr | 1.45M | $55.10M | 1.8% | +617.4K | Added |
| 10 | Vanguard Index Fds | 282.4K | $53.94M | 1.7% | +97.9K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio