Pittsford, NYCIK 20394154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 810.9K | $107.34M | 14.3% | −49 | Reduced |
| 2 | Ishares Tr | 321.8K | $80.54M | 10.7% | +3.3K | Added |
| 3 | Dimensional ETF Trust | 1.52M | $57.87M | 7.7% | +37.6K | Added |
| 4 | Goldman Sachs ETF Tr |
| 970.1K |
| $41.66M |
| 5.6% |
| +13.4K |
| Added |
| 5 | Dimensional ETF Trust | 1.20M | $37.97M | 5.1% | +19.7K | Added |
| 6 | Ishares Tr | 382.5K | $36.02M | 4.8% | +15.9K | Added |
| 7 | Schwab Strategic Tr | 1.47M | $35.80M | 4.8% | +45.6K | Added |
| 8 | Ishares Tr | 629.8K | $33.70M | 4.5% | −74.8K | Reduced |
| 9 | American Centy ETF Tr | 310.6K | $31.68M | 4.2% | +6.1K | Added |
| 10 | Fidelity Covington Trust | 429.9K | $31.07M | 4.1% | +2.3K | Added |
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