Orchard Park, NYCIK 20312354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 54.7K | $17.22M | 10.2% | +108 | Added |
| 2 | Vanguard World Fd | 99.9K | $12.09M | 7.1% | +9.4K | Added |
| 3 | Schwab Strategic Tr | 432.4K | $11.64M | 6.9% | −6.1K | Reduced |
| 4 | Apple Inc |
| 29.9K |
| $8.14M |
| 4.8% |
| −322 |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 93.2K | $7.81M | 4.6% | +5.4K | Added |
| 6 | Vanguard Tax-Managed Fds | 122.5K | $7.65M | 4.5% | +2.8K | Added |
| 7 | Vanguard Index Fds | 23.2K | $6.73M | 4.0% | +164 | Added |
| 8 | Vanguard Bd Index Fds | 89.7K | $6.65M | 3.9% | +4.2K | Added |
| 9 | Vanguard World Fd | 92.7K | $6.64M | 3.9% | +7.3K | Added |
| 10 | Vanguard Index Fds | 24.5K | $6.32M | 3.7% | +141 | Added |
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