Melville, NYCIK 20104744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
123 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 365.2K | $11.91M | 9.2% | −18.0K | Reduced |
| 2 | Invesco Qqq Tr | 8.9K | $5.46M | 4.2% | −113 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 7.1K | $4.82M | 3.7% | +233 | Added |
| 4 | Doubleline ETF Trust |
| 146.6K |
| $4.72M |
| 3.7% |
| −10.9K |
| Reduced |
| 5 | Schwab Strategic Tr | 179.3K | $4.70M | 3.7% | −3.4K | Reduced |
| 6 | Graniteshares Gold Tr | 91.0K | $3.87M | 3.0% | −2.6K | Reduced |
| 7 | Innovator Etfs Trust | 85.7K | $3.59M | 2.8% | −4.0K | Reduced |
| 8 | Apple Inc | 13.1K | $3.57M | 2.8% | −100 | Reduced |
| 9 | Spdr S&P Midcap 400 ETF Tr | 5.9K | $3.56M | 2.8% | −211 | Reduced |
| 10 | Pimco ETF Tr | 29.6K | $2.97M | 2.3% | −11.7K | Reduced |
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