Buffalo, NYCIK 20562434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 860.9K | $40.81M | 20.9% | +52.0K | Added |
| 2 | Dimensional ETF Trust | 441.6K | $18.80M | 9.6% | +104.4K | Added |
| 3 | Dimensional ETF Trust | 388.0K | $15.31M | 7.9% | +37.0K | Added |
| 4 | Dimensional ETF Trust |
| 246.5K |
| $10.00M |
| 5.1% |
| +108.7K |
| Added |
| 5 | Vanguard Bd Index Fds | 110.5K | $8.19M | 4.2% | +2.8K | Added |
| 6 | Vanguard Scottsdale Fds | 22.4K | $6.98M | 3.6% | −895 | Reduced |
| 7 | Dimensional ETF Trust | 178.1K | $6.15M | 3.2% | +22.3K | Added |
| 8 | Vanguard Index Fds | 59.2K | $5.40M | 2.8% | +8.9K | Added |
| 9 | Ishares Tr | 94.6K | $5.08M | 2.6% | +16.6K | Added |
| 10 | Vanguard Whitehall Fds | 51.5K | $4.77M | 2.4% | +5.3K | Added |
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