Hauppauge, NYCIK 20883372 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
487 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 155.2K | $29.64M | 18.0% | +155.1K | Added |
| 2 | Vanguard Index Fds | 58.2K | $28.39M | 17.2% | −3.0K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 418.0K | $26.11M | 15.8% | +418.0K | New |
| 4 | Ishares Tr |
| 126.7K |
| $8.36M |
| 5.1% |
| −80 |
| Reduced |
| 5 | Ishares Tr | 56.7K | $6.82M | 4.1% | +1.2K | Added |
| 6 | Ishares Inc | 100.8K | $6.78M | 4.1% | −3.6K | Reduced |
| 7 | Vanguard Index Fds | 62.0K | $5.49M | 3.3% | +2.9K | Added |
| 8 | Vanguard Charlotte Fds | 101.5K | $4.91M | 3.0% | +3.3K | Added |
| 9 | Vanguard Index Fds | 13.3K | $3.86M | 2.3% | +13.3K | New |
| 10 | Vanguard Bd Index Fds | 48.4K | $3.82M | 2.3% | −20.2K | Reduced |
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