Berkeley Heights, NJCIK 20115874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 136.6K | $22.94M | 10.3% | +6.6K | Added |
| 2 | Goldman Sachs ETF Tr | 169.5K | $22.43M | 10.1% | +5.6K | Added |
| 3 | Nvidia Corporation | 78.9K | $14.71M | 6.6% | −1.3K | Reduced |
| 4 | Vanguard Index Fds |
| 42.5K |
| $11.85M |
| 5.3% |
| +2.0K |
| Added |
| 5 | Apple Inc | 30.9K | $8.41M | 3.8% | +146 | Added |
| 6 | Vanguard Tax-Managed Fds | 120.2K | $7.51M | 3.4% | +4.8K | Added |
| 7 | Goldman Sachs ETF Tr | 70.6K | $7.06M | 3.2% | −1.1K | Reduced |
| 8 | Ishares Tr | 70.3K | $6.63M | 3.0% | +2.2K | Added |
| 9 | Ishares Tr | 72.7K | $5.64M | 2.5% | +4.6K | Added |
| 10 | Ishares Tr | 100.1K | $5.55M | 2.5% | +6.1K | Added |
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