Armonk, NYCIK 21072381 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 160.8K | $7.52M | 7.4% | +160.8K | New Position |
| 2 | Dimensional ETF Trust | 151.5K | $5.77M | 5.7% | +151.5K | New Position |
| 3 | Dimensional ETF Trust | 114.3K | $5.33M | 5.2% | +114.3K | New Position |
| 4 |
| Apple Inc |
| 18.5K |
| $5.04M |
| 5.0% |
| +18.5K |
| New Position |
| 5 | Ishares Tr | 24.7K | $4.91M | 4.8% | +24.7K | New Position |
| 6 | Dimensional ETF Trust | 99.3K | $3.93M | 3.9% | +99.3K | New Position |
| 7 | Ishares Tr | 37.7K | $3.77M | 3.7% | +37.7K | New Position |
| 8 | Dimensional ETF Trust | 50.0K | $3.71M | 3.6% | +50.0K | New Position |
| 9 | Invesco Exchange Traded Fd T | 73.0K | $3.43M | 3.4% | +73.0K | New Position |
| 10 | Dimensional ETF Trust | 67.6K | $3.38M | 3.3% | +67.6K | New Position |
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