Garden City, NYCIK 20564024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 54.7K | $26.69M | 21.2% | −2.1K | Reduced |
| 2 | Ishares Gold Tr | 159.1K | $12.92M | 10.2% | −955 | Reduced |
| 3 | Vanguard Index Fds | 16.4K | $10.28M | 8.2% | −746 | Reduced |
| 4 | Vanguard Bd Index Fds |
| 131.0K |
| $9.71M |
| 7.7% |
| +2.7K |
| Added |
| 5 | Vanguard Bd Index Fds | 103.8K | $8.08M | 6.4% | +3.1K | Added |
| 6 | Spdr S&P 500 ETF Tr | 9.1K | $6.23M | 4.9% | −431 | Reduced |
| 7 | Vanguard Index Fds | 28.8K | $5.51M | 4.4% | +736 | Added |
| 8 | Ishares Tr | 7.4K | $5.09M | 4.0% | −137 | Reduced |
| 9 | Vanguard Index Fds | 15.5K | $4.67M | 3.7% | −98 | Reduced |
| 10 | Vanguard Admiral Fds Inc | 36.7K | $4.41M | 3.5% | −380 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio