Morristown, NJCIK 16920385 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
390 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 314.6K | $214.52M | 9.4% | +41.7K | Added |
| 2 | Vanguard Index Fds | 320.5K | $156.34M | 6.8% | +35.8K | Added |
| 3 | Vanguard Index Fds | 628.4K | $120.02M | 5.2% | +33.2K | Added |
| 4 | Ishares Tr |
| 249.4K |
| $118.04M |
| 5.2% |
| −5.9K |
| Reduced |
| 5 | Vanguard Index Fds | 150.0K | $94.07M | 4.1% | +4.3K | Added |
| 6 | Ishares Tr | 133.0K | $91.12M | 4.0% | +10.5K | Added |
| 7 | Spdr Series Trust | 1.53M | $86.72M | 3.8% | −28.1K | Reduced |
| 8 | Apple Inc | 286.9K | $77.99M | 3.4% | +17.2K | Added |
| 9 | Ishares Tr | 443.8K | $66.00M | 2.9% | −21.8K | Reduced |
| 10 | Janus Detroit Str Tr | 1.30M | $65.93M | 2.9% | −409.3K | Reduced |
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