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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 | $278K | 0.2% | 966 SH | |
| ALPHABET INC | CAP STK CL C | $608K | 0.5% | 2,120 SH | |
| AMAZON COM INC | COM | $777K | 0.6% | 3,731 SH | |
| APPLE INC | COM | $1.0M | 0.8% | 4,021 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.1M | 0.9% | 5,185 SH | |
| BOEING CO | COM | $273K | 0.2% | 1,373 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $281K | 0.2% | 1,718 SH | |
| CONSOLIDATED EDISON INC | COM | $449K | 0.4% | 3,968 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $421K | 0.3% | 10,801 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $213K | 0.2% | 3,003 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $321K | 0.3% | 8,985 SH | |
| HOME DEPOT INC | COM | $322K | 0.3% | 978 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $289K | 0.2% | 500 SH | |
| ISHARES TR | CORE S&P500 ETF | $237K | 0.2% | 363 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $1.6M | 1.4% | 14,904 SH | |
| JOHNSON & JOHNSON | COM | $290K | 0.2% | 1,186 SH | |
| JPMORGAN CHASE & CO | COM | $227K | 0.2% | 770 SH | |
| META PLATFORMS INC | CL A | $310K | 0.3% | 542 SH | |
| MICRON TECHNOLOGY INC | COM | $206K | 0.2% | 610 SH | |
| MICROSOFT CORP | COM | $544K | 0.5% | 1,469 SH | |
| NVIDIA CORPORATION | COM | $1.2M | 1.0% | 6,836 SH | |
| PUBLIC SVC ENTERPRISE GROUP | COM | $350K | 0.3% | 4,325 SH | |
| SPDR GOLD TR | GOLD SHS | $500K | 0.4% | 1,161 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $2.3M | 1.9% | 80,662 SH | |
| TESLA INC | COM | $922K | 0.8% | 2,481 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $14.0M | 11.6% | 31,985 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $383K | 0.3% | 1,335 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 2.6% | 5,219 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.3M | 6.9% | 31,873 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.9M | 14.0% | 52,638 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $16.2M | 13.4% | 82,448 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.4M | 6.1% | 136,232 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.0M | 0.9% | 20,482 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.8% | 26,583 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.0M | 1.7% | 25,314 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $480K | 0.4% | 2,233 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $32.8M | 27.2% | 511,191 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $299K | 0.2% | 429 SH | |
| WSFS FINL CORP | COM | $269K | 0.2% | 4,112 SH |
| 13F-HR |
| 0002042930-26-000002 |
| $120.3M |
| View |