Short Hills, NJCIK 20525904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 82.2K | $22.36M | 21.2% | −139 | Reduced |
| 2 | Vanguard Index Fds | 25.3K | $15.87M | 15.1% | +760 | Added |
| 3 | Ishares Tr | 9.2K | $6.32M | 6.0% | −450 | Reduced |
| 4 | Pacer Fds Tr |
| 78.1K |
| $4.34M |
| 4.1% |
| +778 |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 5.8K | $3.94M | 3.7% | −1 | Reduced |
| 6 | Ishares Tr | 62.4K | $3.15M | 3.0% | −7.0K | Reduced |
| 7 | Ishares Gold Tr | 34.1K | $2.77M | 2.6% | −315 | Reduced |
| 8 | Vanguard Star Fds | 32.6K | $2.46M | 2.3% | −1.1K | Reduced |
| 9 | Spdr Gold Tr | 5.3K | $2.10M | 2.0% | −135 | Reduced |
| 10 | Vanguard Index Fds | 6.9K | $2.01M | 1.9% | +446 | Added |
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