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CIK 0002042930 • 3 13F filings • Jan 23, 2026 – Jul 29, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $269K | 0.2%Prev: 0.3% | 858 SH | Decreased-128 SH |
| ALPHABET INC | CAP STK CL C | $665K | 0.5%Prev: 0.6% | 2,120 SH | Decreased-72 SH |
| AMAZON COM INC | COM | $840K | 0.7%Prev: 0.6% | 3,640 SH | Decreased |
| APPLE INC | COM | $1.1M | 0.9%Prev: 0.9% | 4,106 SH | Decreased-26 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 1.1%Prev: 0.8% | 5,185 SH | Increased+377 SH |
| BOEING CO | COM | $298K | 0.2%Prev: 0.2% | 1,373 SH | Decreased-34 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $385K | 0.3%Prev: 0.2% | 1,718 SH | Increased |
| CONSOLIDATED EDISON INC | COM | $456K | 0.4%Prev: 0.3% | 4,592 SH | Increased+555 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $334K | 0.3%Prev: 0.3% | 8,752 SH | Decreased-1,576 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $223K | 0.2% | 3,003 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $307K | 0.3% | 8,984 SH | New |
| HOME DEPOT INC | COM | $337K | 0.3%Prev: 0.3% | 978 SH | Decreased-58 SH |
| INVESCO QQQ TR | UNIT SER 1 | $286K | 0.2%Prev: 0.2% | 465 SH | Decreased+15 SH |
| ISHARES TR | CORE S&P500 ETF | $249K | 0.2%Prev: 0.2% | 363 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $1.7M | 1.4%Prev: 1.2% | 15,167 SH | Increased+273 SH |
| JOHNSON & JOHNSON | COM | $245K | 0.2% | 1,186 SH | New |
| JPMORGAN CHASE & CO. | COM | $283K | 0.2% | 879 SH | New |
| META PLATFORMS INC | CL A | $312K | 0.3%Prev: 0.3% | 473 SH | Decreased-210 SH |
| MICROSOFT CORP | COM | $688K | 0.6%Prev: 0.4% | 1,423 SH | Increased-187 SH |
| NVIDIA CORPORATION | COM | $1.2M | 1.0%Prev: 1.0% | 6,437 SH | Decreased-612 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $347K | 0.3% | 4,325 SH | New |
| SPDR GOLD TR | GOLD SHS | $401K | 0.3%Prev: 0.3% | 1,011 SH | Increased-7 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $214K | 0.2% | 313 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.3M | 1.9% | 80,103 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $258K | 0.2% | 847 SH | New |
| TESLA INC | COM | $1.1M | 0.9%Prev: 0.7% | 2,552 SH | Increased+208 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $15.4M | 12.7%Prev: 12.2% | 31,530 SH | Decreased-164,787 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $462K | 0.4%Prev: 0.3% | 1,591 SH | Increased-3,169 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 2.8%Prev: 2.6% | 5,404 SH | Decreased+227 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.0M | 6.6%Prev: 7.1% | 31,129 SH | Decreased-1,431 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $18.3M | 15.1%Prev: 13.6% | 54,526 SH | Decreased+3,685 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.6M | 12.8%Prev: 13.4% | 81,481 SH | Decreased-3,371 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.8M | 5.6%Prev: 6.1% | 126,884 SH | Decreased-14,762 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.0M | 0.9%Prev: 0.8% | 20,888 SH | Decreased-1,615 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.8%Prev: 1.6% | 26,159 SH | Decreased-973 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.0M | 1.6%Prev: 1.6% | 24,941 SH | Decreased-2,338 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $491K | 0.4%Prev: 0.4% | 2,233 SH | Decreased+7 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $30.8M | 25.4%Prev: 26.7% | 492,880 SH | Decreased-25,253 SH |
| VANGUARD WORLD FD | INF TECH ETF | $308K | 0.3%Prev: 0.3% | 408 SH | Decreased-2,866 SH |
| WSFS FINL CORP | COM | $227K | 0.2%Prev: 0.2% | 4,112 SH | Decreased |
| 13F-HR |
| 0002042930-26-000002 |
| $120.3M |
| View |