Williamsville, NYCIK 7143644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
683 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock ETF Trust II | 666.6K | $35.2K | 9.7% | +201.6K | Added |
| 2 | First Tr Exchng Traded Fd Vi | 635.7K | $30.2K | 8.3% | −50.0K | Reduced |
| 3 | Vanguard Index Fds | 84.2K | $28.2K | 7.8% | −84 | Reduced |
| 4 | Vanguard Index Fds |
| 31.2K |
| $19.6K |
| 5.4% |
| −2.2K |
| Reduced |
| 5 | Morgan Stanley ETF Trust | 193.8K | $16.3K | 4.5% | +1.2K | Added |
| 6 | Vanguard Star Fds | 209.2K | $15.8K | 4.3% | −5.8K | Reduced |
| 7 | Schwab Strategic Tr | 560.8K | $14.7K | 4.0% | −24.5K | Reduced |
| 8 | First Tr Exchng Traded Fd Vi | 515.0K | $13.4K | 3.7% | −5.4K | Reduced |
| 9 | First Tr Exchng Traded Fd Vi | 301.2K | $13.3K | 3.7% | −2.3K | Reduced |
| 10 | Eli Lilly & Co | 12.1K | $13.0K | 3.6% | −371 | Reduced |
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