Morristown, NJCIK 16545995 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
261 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 529.8K | $177.61M | 7.3% | +3.6K | Added |
| 2 | Ishares Tr | 939.3K | $112.89M | 4.6% | +51.0K | Added |
| 3 | Microsoft Corp | 190.4K | $92.06M | 3.8% | −3.5K | Reduced |
| 4 | Apple Inc |
| 286.9K |
| $77.99M |
| 3.2% |
| −6.8K |
| Reduced |
| 5 | Ishares Gold Tr | 926.5K | $75.20M | 3.1% | +3.0K | Added |
| 6 | Jpmorgan Chase & Co. | 225.6K | $72.69M | 3.0% | −15.3K | Reduced |
| 7 | Alphabet Inc | 216.6K | $67.79M | 2.8% | −5.0K | Reduced |
| 8 | Vanguard Scottsdale Fds | 821.3K | $65.48M | 2.7% | +87.0K | Added |
| 9 | Mastercard Incorporated | 113.8K | $64.98M | 2.7% | −5.8K | Reduced |
| 10 | Ishares Tr | 744.8K | $61.68M | 2.5% | +47.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio