New York, NYCIK 20567524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 233.2K | $8.89M | 6.7% | +6.0K | Added |
| 2 | Apple Inc | 24.5K | $6.65M | 5.0% | +329 | Added |
| 3 | Vanguard Bd Index Fds | 72.8K | $5.67M | 4.3% | +1.7K | Added |
| 4 | Janus Detroit Str Tr |
| 108.8K |
| $5.50M |
| 4.1% |
| +22.9K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 69.7K | $5.23M | 3.9% | +3.8K | Added |
| 6 | Dimensional ETF Trust | 84.5K | $5.03M | 3.8% | +7.9K | Added |
| 7 | Spdr Series Trust | 43.5K | $4.65M | 3.5% | −1.5K | Reduced |
| 8 | T Rowe Price ETF Inc | 77.0K | $3.54M | 2.7% | 0 | Held |
| 9 | Janus Detroit Str Tr | 70.4K | $3.22M | 2.4% | +23.0K | Added |
| 10 | Wisdomtree Tr | 43.3K | $2.90M | 2.2% | −2.4K | Reduced |
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