Red Bank, NJCIK 21097341 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 139.7K | $37.98M | 35.9% | +139.7K | New Position |
| 2 | Spdr S&P 500 ETF Tr | 25.9K | $17.66M | 16.7% | +25.9K | New Position |
| 3 | Vanguard Tax-Managed Fds | 149.1K | $9.31M | 8.8% | +149.1K | New Position |
| 4 |
| 112.4K |
| $8.32M |
| 7.9% |
| +112.4K |
| New Position |
| 5 | Vanguard Mun Bd Fds | 140.7K | $7.07M | 6.7% | +140.7K | New Position |
| 6 | Vanguard Index Fds | 14.4K | $3.02M | 2.9% | +14.4K | New Position |
| 7 | Invesco Qqq Tr | 3.9K | $2.39M | 2.3% | +3.9K | New Position |
| 8 | Alphabet Inc | 5.8K | $1.82M | 1.7% | +5.8K | New Position |
| 9 | Berkshire Hathaway Inc Del | 2.9K | $1.48M | 1.4% | +2.9K | New Position |
| 10 | Vanguard Index Fds | 6.4K | $1.35M | 1.3% | +6.4K | New Position |
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