New York, NYCIK 20513484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 296.1K | $23.61M | 29.7% | +13.7K | Added |
| 2 | Ishares Tr | 375.1K | $19.84M | 25.0% | +4.6K | Added |
| 3 | Schwab Strategic Tr | 562.7K | $16.66M | 21.0% | +562.7K | New |
| 4 | Wisdomtree Tr |
| 77.9K |
| $11.24M |
| 14.1% |
| −2.6K |
| Reduced |
| 5 | Apple Inc | 8.6K | $2.34M | 2.9% | −521 | Reduced |
| 6 | Lowes Cos Inc | 3.2K | $778.5K | 1.0% | +2 | Added |
| 7 | Paychex Inc | 6.0K | $674.9K | 0.8% | −237 | Reduced |
| 8 | Amazon Com Inc | 2.8K | $639.1K | 0.8% | +100 | Added |
| 9 | Automatic Data Processing In | 1.8K | $458.9K | 0.6% | −45 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 774 | $389.1K | 0.5% | −7 | Reduced |
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