Hauppauge, NYCIK 20627165 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 | Ishares Tr | 46.3K | $21.92M | 18.7% | −119 | Reduced |
| 2 | Ishares Tr | 76.5K | $16.10M | 13.8% | −83 | Reduced |
| 3 | Ishares Tr | 102.5K | $12.31M | 10.5% | −710 | Reduced |
| 4 | First Tr Exchange Traded Fd |
| 110.7K |
| $7.69M |
| 6.6% |
| +6.9K |
| Added |
| 5 | Schwab Strategic Tr | 219.3K | $7.15M | 6.1% | +3.3K | Added |
| 6 | Vanguard Index Fds | 12.7K | $6.19M | 5.3% | +583 | Added |
| 7 | Ishares Tr | 185.6K | $4.89M | 4.2% | +185.6K | New |
| 8 | Ishares Tr | 211.0K | $4.66M | 4.0% | −186.0K | Reduced |
| 9 | Vanguard Tax-Managed Fds | 65.3K | $4.08M | 3.5% | +946 | Added |
| 10 | Apple Inc | 14.1K | $3.83M | 3.3% | +85 | Added |
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