New York, NYCIK 20210474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
266 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 139.2K | $46.68M | 8.9% | +471 | Added |
| 2 | Vanguard Bd Index Fds | 335.9K | $26.16M | 5.0% | +40.6K | Added |
| 3 | Vanguard Index Fds | 36.9K | $23.14M | 4.4% | +7.8K | Added |
| 4 | Vanguard Wellington Fd |
| 189.6K |
| $19.25M |
| 3.7% |
| +6.9K |
| Added |
| 5 | Ishares Tr | 163.9K | $17.56M | 3.4% | +26.7K | Added |
| 6 | Vanguard Mun Bd Fds | 162.3K | $16.36M | 3.1% | −3.0K | Reduced |
| 7 | Ishares Tr | 359.7K | $15.79M | 3.0% | +14.6K | Added |
| 8 | Spdr Index Shs Fds | 349.5K | $15.52M | 3.0% | +38.6K | Added |
| 9 | Vanguard Intl Equity Index F | 169.9K | $12.50M | 2.4% | +2.2K | Added |
| 10 | Dimensional ETF Trust | 230.7K | $11.95M | 2.3% | +26.2K | Added |
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