New York, NYCIK 20795932 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 109.0K | $74.57M | 33.4% | +10.0K | Added |
| 2 | Vanguard Tax-Managed Fds | 392.2K | $24.45M | 11.0% | +44.9K | Added |
| 3 | Wisdomtree Tr | 222.2K | $19.55M | 8.8% | +20.1K | Added |
| 4 | Ishares Tr |
| 136.2K |
| $15.00M |
| 6.7% |
| +54 |
| Added |
| 5 | Vanguard Index Fds | 38.4K | $12.88M | 5.8% | −119 | Reduced |
| 6 | Ishares Tr | 111.6K | $9.25M | 4.1% | +1.2K | Added |
| 7 | Capital Grp Fixed Incm ETF T | 347.1K | $9.20M | 4.1% | +60.0K | Added |
| 8 | Vanguard Index Fds | 8.7K | $5.42M | 2.4% | +30 | Added |
| 9 | Vanguard Intl Equity Index F | 81.2K | $4.36M | 2.0% | +11.1K | Added |
| 10 | Vanguard Index Fds | 15.9K | $3.35M | 1.5% | +69 | Added |
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