Brielle, NJCIK 19070924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 637.1K | $33.95M | 14.4% | +140.3K | Added |
| 2 | Vanguard Index Fds | 226.3K | $24.16M | 10.2% | +102.3K | Added |
| 3 | Ishares Tr | 454.7K | $17.60M | 7.5% | +98.7K | Added |
| 4 | Schwab Strategic Tr |
| 599.7K |
| $15.15M |
| 6.4% |
| +144.5K |
| Added |
| 5 | Wisdomtree Tr | 263.7K | $15.01M | 6.4% | −739 | Reduced |
| 6 | Dimensional ETF Trust | 344.5K | $11.35M | 4.8% | +277.4K | Added |
| 7 | Schwab Strategic Tr | 346.7K | $9.45M | 4.0% | +143.8K | Added |
| 8 | Ishares Tr | 121.7K | $9.44M | 4.0% | −110.5K | Reduced |
| 9 | Ishares Tr | 75.7K | $7.13M | 3.0% | +398 | Added |
| 10 | Dimensnl Ultrashrt Fixed | 139.5K | $7.07M | 3.0% | +6.9K | Added |
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