Morris Plains, NJCIK 20721401 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 224.1K | $14.79M | 14.2% | +224.1K | New Position |
| 2 | Vanguard Bd Index Fds | 163.8K | $12.91M | 12.4% | +163.8K | New Position |
| 3 | Vanguard Scottsdale Fds | 131.9K | $10.24M | 9.8% | +131.9K | New Position |
| 4 |
| Vanguard Scottsdale Fds |
| 140.8K |
| $8.44M |
| 8.1% |
| +140.8K |
| New Position |
| 5 | Dimensional ETF Trust | 215.0K | $8.19M | 7.9% | +215.0K | New Position |
| 6 | Ishares Tr | 153.5K | $7.68M | 7.4% | +153.5K | New Position |
| 7 | Ishares Tr | 67.6K | $6.92M | 6.6% | +67.6K | New Position |
| 8 | Vanguard Specialized Funds | 29.0K | $6.38M | 6.1% | +29.0K | New Position |
| 9 | Dimensional ETF Trust | 126.0K | $5.90M | 5.7% | +126.0K | New Position |
| 10 | Ishares Tr | 5.5K | $3.80M | 3.6% | +5.5K | New Position |
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