Red Bank, NJCIK 16318644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
528 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 229.2K | $62.32M | 4.3% | +694 | Added |
| 2 | Vanguard Index Fds | 172.4K | $57.80M | 4.0% | −2.5K | Reduced |
| 3 | Ishares Tr | 281.7K | $55.94M | 3.9% | +240 | Added |
| 4 | Vanguard Whitehall Fds |
| 305.0K |
| $43.77M |
| 3.0% |
| +3.5K |
| Added |
| 5 | Microsoft Corp | 86.2K | $41.70M | 2.9% | +1.9K | Added |
| 6 | Vanguard Index Fds | 158.3K | $40.84M | 2.8% | +2.9K | Added |
| 7 | Invesco Qqq Tr | 64.7K | $39.77M | 2.7% | +95 | Added |
| 8 | Vanguard Intl Equity Index F | 495.3K | $36.43M | 2.5% | +19.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 51.8K | $35.31M | 2.4% | −1.7K | Reduced |
| 10 | Ishares Tr | 50.9K | $34.85M | 2.4% | +212 | Added |
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