Marlton, NJCIK 15986114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
250 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 148.6K | $22.10M | 11.4% | −9.3K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 165.2K | $8.26M | 4.3% | +89.7K | Added |
| 3 | Schwab Strategic Tr | 244.4K | $6.96M | 3.6% | −12.7K | Reduced |
| 4 | Ishares Tr |
| 95.0K |
| $6.27M |
| 3.2% |
| −2.9K |
| Reduced |
| 5 | Ishares Tr | 54.9K | $5.62M | 2.9% | +4.1K | Added |
| 6 | Ishares Inc | 136.8K | $4.75M | 2.4% | −1.8K | Reduced |
| 7 | Select Sector Spdr Tr | 39.9K | $4.70M | 2.4% | −847 | Reduced |
| 8 | Ishares Tr | 112.1K | $4.64M | 2.4% | −373 | Reduced |
| 9 | Ishares Tr | 103.4K | $4.43M | 2.3% | −85.8K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 128.4K | $4.37M | 2.3% | +2.8K | Added |
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