New York, NYCIK 21069491 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 132.3K | $19.67M | 18.5% | +132.3K | New Position |
| 2 | Vanguard Scottsdale Fds | 137.1K | $10.93M | 10.3% | +137.1K | New Position |
| 3 | Ishares Tr | 98.5K | $10.85M | 10.2% | +98.5K | New Position |
| 4 |
| 175.9K |
| $9.45M |
| 8.9% |
| +175.9K |
| New Position |
| 5 | Vanguard Malvern Fds | 177.8K | $8.79M | 8.3% | +177.8K | New Position |
| 6 | Blackrock ETF Trust | 135.2K | $8.22M | 7.7% | +135.2K | New Position |
| 7 | Vanguard Tax-Managed Fds | 128.6K | $8.03M | 7.5% | +128.6K | New Position |
| 8 | Goldman Sachs ETF Tr | 68.8K | $6.88M | 6.5% | +68.8K | New Position |
| 9 | Ishares Tr | 59.2K | $5.70M | 5.3% | +59.2K | New Position |
| 10 | Vanguard Scottsdale Fds | 109.5K | $5.15M | 4.8% | +109.5K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio