Jersey City, NJCIK 20548255 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 30.8K | $21.07M | 12.9% | +419 | Added |
| 2 | Ishares Tr | 221.8K | $19.84M | 12.1% | +12.7K | Added |
| 3 | Vanguard Index Fds | 20.5K | $6.86M | 4.2% | +11 | Added |
| 4 | Dimensional ETF Trust |
| 174.9K |
| $6.64M |
| 4.1% |
| +11.2K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 98.4K | $6.15M | 3.8% | +6.9K | Added |
| 6 | Ea Series Trust | 51.9K | $5.97M | 3.7% | +21.2K | Added |
| 7 | Ishares Tr | 52.0K | $5.22M | 3.2% | +52.0K | New |
| 8 | Ishares Inc | 68.5K | $4.60M | 2.8% | +2.6K | Added |
| 9 | Vanguard Index Fds | 6.5K | $4.06M | 2.5% | −263 | Reduced |
| 10 | Ishares Tr | 30.1K | $3.96M | 2.4% | +404 | Added |
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