New York, NYCIK 20509684 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 | Spdr S&P 500 ETF Tr | 30.6K | $20.88M | 16.8% | +123 | Added |
| 2 | Ishares Tr | 99.2K | $9.53M | 7.7% | +5.4K | Added |
| 3 | Ishares Tr | 76.8K | $7.39M | 5.9% | +5.1K | Added |
| 4 | Ishares Tr |
| 42.6K |
| $4.57M |
| 3.7% |
| +10.2K |
| Added |
| 5 | Vanguard Specialized Funds | 20.7K | $4.54M | 3.7% | +1.3K | Added |
| 6 | Vanguard Tax-Managed Fds | 66.2K | $4.14M | 3.3% | +1.3K | Added |
| 7 | Ishares Tr | 16.8K | $4.13M | 3.3% | +102 | Added |
| 8 | Ishares Tr | 38.4K | $3.84M | 3.1% | +2.5K | Added |
| 9 | Ishares Tr | 33.8K | $3.21M | 2.6% | +1.1K | Added |
| 10 | Vanguard Mun Bd Fds | 58.8K | $2.96M | 2.4% | −4.7K | Reduced |
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