Metuchen, NJCIK 20207814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 93.7K | $58.75M | 24.8% | +14.1K | Added |
| 2 | Vanguard Index Fds | 228.7K | $47.82M | 20.2% | +51.5K | Added |
| 3 | Vanguard Star Fds | 502.3K | $37.89M | 16.0% | +153.5K | Added |
| 4 | Vanguard Bd Index Fds |
| 430.1K |
| $31.86M |
| 13.4% |
| +111.9K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 207.8K | $12.98M | 5.5% | −16.0K | Reduced |
| 6 | Vanguard Index Fds | 21.8K | $7.30M | 3.1% | −2.8K | Reduced |
| 7 | Apple Inc | 14.4K | $3.91M | 1.6% | +2.7K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 175.5K | $3.44M | 1.4% | −16.7K | Reduced |
| 9 | Ishares Tr | 22.5K | $3.35M | 1.4% | 0 | Held |
| 10 | Invesco Exch Trd Slf Idx Fd | 159.6K | $3.15M | 1.3% | +7.9K | Added |
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