Parsippany, NJCIK 18444444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
153 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 42.2K | $19.95M | 5.9% | +684 | Added |
| 2 | Ishares Tr | 261.7K | $17.27M | 5.1% | +3.0K | Added |
| 3 | Apple Inc | 61.2K | $16.64M | 4.9% | −291 | Reduced |
| 4 | Vanguard Specialized Funds |
| 73.6K |
| $16.17M |
| 4.8% |
| −734 |
| Reduced |
| 5 | Vanguard Whitehall Fds | 88.8K | $12.74M | 3.8% | +1.1K | Added |
| 6 | World Gold Tr | 128.5K | $10.97M | 3.3% | −1.9K | Reduced |
| 7 | Microsoft Corp | 18.4K | $8.91M | 2.6% | +2.2K | Added |
| 8 | Ishares Gold Tr | 105.0K | $8.53M | 2.5% | −667 | Reduced |
| 9 | Alphabet Inc | 24.9K | $7.81M | 2.3% | +14 | Added |
| 10 | Ishares Tr | 60.7K | $7.29M | 2.2% | +350 | Added |
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