Kinnelon, NJCIK 21104021 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 65.7K | $17.86M | 8.9% | +65.7K | New Position |
| 2 | Berkshire Hathaway Inc Del | 23.4K | $11.77M | 5.9% | +23.4K | New Position |
| 3 | Keycorp | 485.5K | $10.02M | 5.0% | +485.5K | New Position |
| 4 | Vanguard Scottsdale Fds |
| 122.6K |
| $9.78M |
| 4.9% |
| +122.6K |
| New Position |
| 5 | Vanguard Index Fds | 16.8K | $8.22M | 4.1% | +16.8K | New Position |
| 6 | Vanguard Specialized Funds | 34.4K | $7.56M | 3.8% | +34.4K | New Position |
| 7 | Dimensional ETF Trust | 185.0K | $7.32M | 3.7% | +185.0K | New Position |
| 8 | Spdr S&P 500 ETF Tr | 9.7K | $6.65M | 3.3% | +9.7K | New Position |
| 9 | Schwab Strategic Tr | 233.9K | $6.41M | 3.2% | +233.9K | New Position |
| 10 | Schwab Strategic Tr | 231.5K | $6.07M | 3.0% | +231.5K | New Position |
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