Mount Laurel, NJCIK 19957734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 266.5K | $89.36M | 23.1% | −275 | Reduced |
| 2 | Vanguard Whitehall Fds | 211.7K | $30.38M | 7.8% | +1.3K | Added |
| 3 | Schwab Strategic Tr | 1.08M | $28.29M | 7.3% | +7.7K | Added |
| 4 | Apple Inc |
| 101.8K |
| $27.68M |
| 7.1% |
| −370 |
| Reduced |
| 5 | Schwab Strategic Tr | 477.0K | $13.08M | 3.4% | −5.3K | Reduced |
| 6 | First Tr Exchange Traded Fd | 177.2K | $12.31M | 3.2% | +5.1K | Added |
| 7 | Ishares Tr | 57.8K | $11.49M | 3.0% | −483 | Reduced |
| 8 | Microsoft Corp | 21.2K | $10.24M | 2.6% | +155 | Added |
| 9 | Nvidia Corporation | 45.7K | $8.53M | 2.2% | +224 | Added |
| 10 | Vanguard Index Fds | 16.9K | $8.26M | 2.1% | +915 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio