Melville, NYCIK 20111774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 56.2K | $18.83M | 8.9% | +68 | Added |
| 2 | Innovator Etfs Trust | 394.3K | $18.54M | 8.8% | −86 | Reduced |
| 3 | Innovator Etfs Trust | 435.7K | $18.05M | 8.5% | +4.4K | Added |
| 4 | Innovator Etfs Trust |
| 424.8K |
| $15.36M |
| 7.3% |
| +12.1K |
| Added |
| 5 | Vanguard Intl Equity Index F | 82.6K | $11.65M | 5.5% | +1.0K | Added |
| 6 | Innovator Etfs Trust | 245.6K | $8.23M | 3.9% | +6.9K | Added |
| 7 | Pacer Fds Tr | 181.5K | $8.05M | 3.8% | +1.7K | Added |
| 8 | Innovator Etfs Trust | 224.9K | $7.60M | 3.6% | +1.8K | Added |
| 9 | Vanguard Index Fds | 32.4K | $6.77M | 3.2% | −104 | Reduced |
| 10 | Schwab Strategic Tr | 179.1K | $5.84M | 2.8% | −979 | Reduced |
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