Princeton, NJCIK 12876184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
204 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 56.4K | $38.4K | 9.2% | −1.0K | Reduced |
| 2 | Invesco Qqq Tr | 35.5K | $21.8K | 5.2% | −865 | Reduced |
| 3 | Apple Inc | 71.6K | $19.5K | 4.7% | +2.6K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 83.2K |
| $15.9K |
| 3.8% |
| −1.9K |
| Reduced |
| 5 | Microsoft Corp | 29.3K | $14.2K | 3.4% | −34 | Reduced |
| 6 | Spdr S&P Midcap 400 ETF Tr | 18.2K | $11.0K | 2.6% | −458 | Reduced |
| 7 | Schwab S&P 500 Index | 560.6K | $9.8K | 2.4% | −4.0K | Reduced |
| 8 | Ishares Tr | 62.5K | $8.8K | 2.1% | −3.2K | Reduced |
| 9 | Ishares Tr | 30.8K | $7.6K | 1.8% | −977 | Reduced |
| 10 | Alphabet Inc | 23.1K | $7.2K | 1.7% | −178 | Reduced |
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