Port Washington, NYCIK 20549424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 8.0K | $2.33M | 5.0% | +80 | Added |
| 2 | Wisdomtree Tr | 46.1K | $2.32M | 4.9% | +877 | Added |
| 3 | Ishares Tr | 22.1K | $2.26M | 4.8% | +484 | Added |
| 4 | Omega Healthcare Invs Inc |
| 50.7K |
| $2.25M |
| 4.8% |
| −290 |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 2.9K | $1.98M | 4.2% | −432 | Reduced |
| 6 | Vanguard Whitehall Fds | 11.0K | $1.57M | 3.3% | +46 | Added |
| 7 | Spdr Series Trust | 52.0K | $1.57M | 3.3% | +6.8K | Added |
| 8 | Ishares Inc | 12.2K | $1.44M | 3.1% | 0 | Held |
| 9 | Spdr Series Trust | 41.0K | $1.26M | 2.7% | +408 | Added |
| 10 | Spdr Series Trust | 6.1K | $1.06M | 2.3% | 0 | Held |
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