Red Bank, NJCIK 18690325 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 36.6K | $17.33M | 10.6% | −410 | Reduced |
| 2 | Ishares Tr | 71.2K | $14.97M | 9.2% | +477 | Added |
| 3 | Gallagher Arthur J & Co | 51.3K | $13.29M | 8.1% | +5 | Added |
| 4 | Vanguard Bd Index Fds |
| 169.0K |
| $12.51M |
| 7.6% |
| +9.2K |
| Added |
| 5 | Vanguard Scottsdale Fds | 205.9K | $12.34M | 7.5% | +11.4K | Added |
| 6 | Vanguard Tax-Managed Fds | 176.0K | $10.99M | 6.7% | +1.9K | Added |
| 7 | Ishares Tr | 33.3K | $8.21M | 5.0% | +426 | Added |
| 8 | Spdr S&P Midcap 400 ETF Tr | 10.3K | $6.21M | 3.8% | +214 | Added |
| 9 | Ishares Tr | 50.7K | $5.06M | 3.1% | +5.9K | Added |
| 10 | J P Morgan Exchange Traded F | 99.2K | $5.02M | 3.1% | +30.3K | Added |
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