Saratoga Springs, NYCIK 20546844 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 | Ishares Tr | 214.1K | $14.86M | 10.0% | +41.2K | Added |
| 2 | Capital Group Gbl Growth Eqt | 417.1K | $14.46M | 9.7% | +79.8K | Added |
| 3 | Ishares Tr | 193.6K | $13.44M | 9.0% | +28.6K | Added |
| 4 | Rbb Fund Trust |
| 233.3K |
| $10.76M |
| 7.2% |
| +63.6K |
| Added |
| 5 | Vanguard Index Fds | 21.7K | $10.58M | 7.1% | +2.5K | Added |
| 6 | Vanguard Bd Index Fds | 130.6K | $9.66M | 6.5% | +20.7K | Added |
| 7 | J P Morgan Exchange Traded F | 135.7K | $6.30M | 4.2% | +29.3K | Added |
| 8 | Pimco ETF Tr | 227.7K | $6.11M | 4.1% | +75.2K | Added |
| 9 | Capital Grp Fixed Incm ETF T | 135.9K | $3.75M | 2.5% | +100.4K | Added |
| 10 | Apple Inc | 12.9K | $3.52M | 2.4% | +9.3K | Added |
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