Ocean Grove, NJCIK 20434684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 32.3K | $16.22M | 9.1% | +641 | Added |
| 2 | Dimensional ETF Trust | 273.1K | $10.41M | 5.8% | +24.5K | Added |
| 3 | Doubleline ETF Trust | 210.5K | $9.76M | 5.5% | +8.7K | Added |
| 4 | Ishares Tr |
| 91.9K |
| $7.58M |
| 4.3% |
| −3.7K |
| Reduced |
| 5 | Alphabet Inc | 23.2K | $7.25M | 4.1% | −156 | Reduced |
| 6 | Pimco ETF Tr | 54.9K | $5.27M | 3.0% | −12.6K | Reduced |
| 7 | Dimensional ETF Trust | 128.3K | $5.08M | 2.9% | +4.3K | Added |
| 8 | World Gold Tr | 59.2K | $5.05M | 2.8% | −3.9K | Reduced |
| 9 | Tcw ETF Trust | 126.2K | $5.00M | 2.8% | +8.0K | Added |
| 10 | Wisdomtree Tr | 66.1K | $3.78M | 2.1% | +1.7K | Added |
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