West Deptford, NJCIK 20098824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 65.9K | $41.34M | 19.3% | +345 | Added |
| 2 | American Centy ETF Tr | 271.0K | $27.64M | 12.9% | −3.7K | Reduced |
| 3 | Franklin Templeton ETF Tr | 418.7K | $23.56M | 11.0% | +28.4K | Added |
| 4 | Wisdomtree Tr |
| 196.5K |
| $17.57M |
| 8.2% |
| −4.2K |
| Reduced |
| 5 | Dimensional ETF Trust | 483.0K | $16.30M | 7.6% | +4.4K | Added |
| 6 | Select Sector Spdr Tr | 70.9K | $10.97M | 5.1% | +3.2K | Added |
| 7 | Amazon Com Inc | 19.6K | $4.52M | 2.1% | +537 | Added |
| 8 | Eli Lilly & Co | 4.1K | $4.44M | 2.1% | +13 | Added |
| 9 | Exxon Mobil Corp | 29.8K | $3.58M | 1.7% | +447 | Added |
| 10 | Spdr S&P 500 ETF Tr | 5.1K | $3.46M | 1.6% | −92 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio