Mountainside, NJCIK 19626854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 149.6K | $10.06M | 7.8% | +29.0K | Added |
| 2 | Vanguard Whitehall Fds | 53.3K | $7.66M | 6.0% | +1.7K | Added |
| 3 | Ishares Tr | 15.6K | $7.38M | 5.7% | +539 | Added |
| 4 | Schwab Strategic Tr |
| 215.5K |
| $5.92M |
| 4.6% |
| +4.5K |
| Added |
| 5 | Vanguard Index Fds | 13.0K | $4.36M | 3.4% | +4.8K | Added |
| 6 | Microsoft Corp | 8.8K | $4.29M | 3.3% | −176 | Reduced |
| 7 | Apple Inc | 14.9K | $4.07M | 3.2% | −1.0K | Reduced |
| 8 | Nvidia Corporation | 20.5K | $3.83M | 3.0% | −288 | Reduced |
| 9 | Pimco ETF Tr | 140.9K | $3.77M | 2.9% | +46.9K | Added |
| 10 | Ishares Tr | 62.3K | $2.90M | 2.3% | +11.6K | Added |
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