Moorestown, NJCIK 17334724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
966 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 161.0K | $53.98M | 17.1% | −22.0K | Reduced |
| 2 | Vanguard Scottsdale Fds | 413.4K | $32.96M | 10.4% | +3.1K | Added |
| 3 | Vanguard Whitehall Fds | 170.6K | $24.49M | 7.8% | +3.9K | Added |
| 4 | Ishares Tr |
| 181.7K |
| $17.47M |
| 5.5% |
| +3.0K |
| Added |
| 5 | Ishares Tr | 196.9K | $17.16M | 5.4% | +4.4K | Added |
| 6 | Vanguard Scottsdale Fds | 179.7K | $15.05M | 4.8% | +2.3K | Added |
| 7 | Janus Detroit Str Tr | 272.1K | $14.17M | 4.5% | +4.1K | Added |
| 8 | Vanguard World Fd | 14.2K | $10.74M | 3.4% | +212 | Added |
| 9 | Spdr Series Trust | 108.6K | $9.93M | 3.1% | +1.4K | Added |
| 10 | Vanguard Index Fds | 19.8K | $9.68M | 3.1% | +176 | Added |
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