Syosset, NYCIK 21053961 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
217 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 1.24M | $104.01M | 11.4% | +1.24M | New Position |
| 2 | Ishares Tr | 966.9K | $86.50M | 9.5% | +966.9K | New Position |
| 3 | Ishares Tr | 227.6K | $47.88M | 5.2% | +227.6K | New Position |
| 4 |
| 471.6K |
| $34.28M |
| 3.8% |
| +471.6K |
| New Position |
| 5 | Ishares Tr | 331.0K | $31.87M | 3.5% | +331.0K | New Position |
| 6 | Ishares Tr | 61.1K | $28.90M | 3.2% | +61.1K | New Position |
| 7 | Ishares Tr | 237.5K | $25.44M | 2.8% | +237.5K | New Position |
| 8 | Vanguard Index Fds | 46.7K | $22.79M | 2.5% | +46.7K | New Position |
| 9 | Ishares Tr | 113.9K | $22.62M | 2.5% | +113.9K | New Position |
| 10 | First Tr Exch Traded Fd III | 1.12M | $21.78M | 2.4% | +1.12M | New Position |
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