Marlton, NJCIK 19645304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 517.9K | $35.96M | 14.0% | +20.8K | Added |
| 2 | T Rowe Price ETF Inc | 902.3K | $34.49M | 13.4% | +52.6K | Added |
| 3 | Vanguard Index Fds | 39.2K | $19.11M | 7.4% | +1.3K | Added |
| 4 | Pacer Fds Tr |
| 216.4K |
| $13.02M |
| 5.1% |
| +918 |
| Added |
| 5 | Vanguard Index Fds | 50.8K | $9.69M | 3.8% | +727 | Added |
| 6 | Apple Inc | 34.6K | $9.41M | 3.7% | +329 | Added |
| 7 | Vanguard Index Fds | 11.8K | $7.42M | 2.9% | +728 | Added |
| 8 | Ishares Tr | 88.8K | $6.65M | 2.6% | +2.4K | Added |
| 9 | Ishares Tr | 32.5K | $6.46M | 2.5% | 0 | Held |
| 10 | Vanguard Specialized Funds | 24.2K | $5.31M | 2.1% | +627 | Added |
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