Albany, NYCIK 20618185 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 68.6K | $43.03M | 14.6% | +4.9K | Added |
| 2 | Capital Group Growth ETF | 556.7K | $24.76M | 8.4% | +39.2K | Added |
| 3 | Vanguard Bd Index Fds | 280.7K | $20.79M | 7.1% | +25.9K | Added |
| 4 | Capital Group Core Balanced |
| 515.0K |
| $18.19M |
| 6.2% |
| +52.4K |
| Added |
| 5 | Spdr Gold Tr | 42.8K | $16.95M | 5.8% | +1.7K | Added |
| 6 | Vanguard Index Fds | 86.7K | $16.55M | 5.6% | +9.3K | Added |
| 7 | Vanguard Star Fds | 215.6K | $16.26M | 5.5% | +23.0K | Added |
| 8 | Capital Group Dividend Value | 294.2K | $12.84M | 4.4% | +42.0K | Added |
| 9 | J P Morgan Exchange Traded F | 131.9K | $12.24M | 4.2% | +16.8K | Added |
| 10 | Capital Grp Fixed Incm ETF T | 440.8K | $11.69M | 4.0% | +55.4K | Added |
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