Smithtown, NYCIK 20593395 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 335.4K | $37.49M | 21.5% | +18.4K | Added |
| 2 | Dimensional ETF Trust | 941.0K | $37.25M | 21.4% | +2.2K | Added |
| 3 | Dimensional ETF Trust | 378.9K | $14.44M | 8.3% | +22.0K | Added |
| 4 | American Centy ETF Tr |
| 81.2K |
| $8.28M |
| 4.7% |
| +2.6K |
| Added |
| 5 | Dimensional ETF Trust | 138.4K | $6.64M | 3.8% | +25.1K | Added |
| 6 | Dimensional ETF Trust | 159.3K | $5.27M | 3.0% | +9.6K | Added |
| 7 | Dimensional ETF Trust | 115.8K | $4.93M | 2.8% | +15.3K | Added |
| 8 | Ishares Tr | 6.1K | $4.21M | 2.4% | +631 | Added |
| 9 | Dimensional ETF Trust | 177.6K | $4.07M | 2.3% | +12.3K | Added |
| 10 | American Centy ETF Tr | 49.1K | $4.04M | 2.3% | +3.6K | Added |
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