New York, NYCIK 91376033 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,087 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 193.0K | $132.39M | 5.7% | +8.0K | Added |
| 2 | Vanguard Index Fds | 199.3K | $125.01M | 5.4% | +559 | Added |
| 3 | Ishares Tr | 357.5K | $75.20M | 3.3% | +5.8K | Added |
| 4 | Schwab Strategic Tr |
| 1.34M |
| $60.78M |
| 2.6% |
| +613 |
| Added |
| 5 | J P Morgan Exchange Traded F | 957.5K | $51.97M | 2.3% | +718.6K | Added |
| 6 | Apple Inc | 181.0K | $49.24M | 2.1% | −212 | Reduced |
| 7 | Nvidia Corporation | 261.7K | $48.86M | 2.1% | −9.0K | Reduced |
| 8 | Victory Portfolios II | 1.06M | $41.64M | 1.8% | +18.7K | Added |
| 9 | Ishares Tr | 85.6K | $40.52M | 1.8% | −2.9K | Reduced |
| 10 | Microsoft Corp | 75.9K | $36.76M | 1.6% | +263 | Added |
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