Princeton, NJCIK 20544585 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 14.4K | $9.00M | 12.6% | 0 | Held |
| 2 | Apple Inc | 18.2K | $4.94M | 6.9% | +369 | Added |
| 3 | Microsoft Corp | 8.2K | $3.98M | 5.6% | +217 | Added |
| 4 | Vanguard Whitehall Fds |
| 27.5K |
| $3.95M |
| 5.5% |
| 0 |
| Held |
| 5 | Alphabet Inc | 12.6K | $3.94M | 5.5% | +562 | Added |
| 6 | Berkshire Hathaway Inc Del | 4.7K | $2.37M | 3.3% | +696 | Added |
| 7 | Vanguard Specialized Funds | 9.9K | $2.18M | 3.1% | 0 | Held |
| 8 | Ishares Tr | 16.9K | $1.86M | 2.6% | −13.3K | Reduced |
| 9 | Nvidia Corporation | 8.6K | $1.61M | 2.3% | −8 | Reduced |
| 10 | Visa Inc | 3.9K | $1.38M | 1.9% | +177 | Added |
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