Syracuse, NYCIK 20549664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,690 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 409.4K | $33.77M | 8.1% | +42.4K | Added |
| 2 | Vanguard Index Fds | 37.3K | $23.39M | 5.6% | +617 | Added |
| 3 | Vanguard Scottsdale Fds | 268.6K | $21.42M | 5.1% | +31.6K | Added |
| 4 | Ishares Tr |
| 236.1K |
| $21.12M |
| 5.1% |
| +17.0K |
| Added |
| 5 | Vanguard Scottsdale Fds | 387.8K | $18.26M | 4.4% | +140.9K | Added |
| 6 | Vanguard Scottsdale Fds | 299.5K | $17.95M | 4.3% | +30.4K | Added |
| 7 | Vanguard Tax-Managed Fds | 275.9K | $17.24M | 4.1% | −2.9K | Reduced |
| 8 | Vanguard Instl Index Fd | 181.8K | $13.71M | 3.3% | −8.3K | Reduced |
| 9 | American Centy ETF Tr | 115.4K | $10.85M | 2.6% | +12.3K | Added |
| 10 | Ishares Tr | 15.2K | $10.40M | 2.5% | +467 | Added |
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