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CIK 0002031137 • 6 13F filings • Apr 24, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.4M | 0.8%Prev: 0.7% | 4,874 SH | Increased-472 SH |
| HOME DEPOT INC | COM | $529K | 0.3%Prev: 0.4% | 1,499 SH | Decreased-160 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.6%Prev: 0.5% | 1,438 SH | Increased-42 SH |
| ISHARES TR | CORE S&P500 ETF | $44.6M | 24.2%Prev: 23.8% | 59,539 SH | Increased+2,480 SH |
| ISHARES TR | US AER DEF ETF | $228K | 0.1% | 940 SH | New |
| NEW JERSEY RES CORP | COM | $255K | 0.1% | 4,542 SH | New |
| NVIDIA CORPORATION | COM | $1.9M | 1.0%Prev: 0.1% | 9,648 SH | Increased+8,273 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.2M | 2.3%Prev: 2.3% | 114,762 SH | Increased-259 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $25.7M | 13.9%Prev: 13.9% | 926,996 SH | Increased-12,778 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $964K | 0.5%Prev: 0.6% | 20,028 SH | Increased-316 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $10.8M | 5.9%Prev: 6.1% | 449,104 SH | Increased+74,019 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $32.5M | 17.6%Prev: 19.0% | 1,405,679 SH | Increased+183,721 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $399K | 0.2%Prev: 0.2% | 13,781 SH | Increased-79 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $437K | 0.2%Prev: 0.3% | 13,779 SH | Increased-1,498 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $523K | 0.3%Prev: 0.3% | 15,444 SH | Increased-2,220 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.4M | 1.8%Prev: 1.9% | 97,589 SH | Increased-5,903 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $19.4M | 10.5%Prev: 10.4% | 820,717 SH | Increased+91,264 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $20.4M | 11.1%Prev: 9.6% | 565,809 SH | Increased-974 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $12.6M | 6.8%Prev: 7.6% | 473,970 SH | Increased+50,450 SH |
| SPDR GOLD TR | GOLD SHS | $324K | 0.2%Prev: 0.2% | 880 SH | Increased-112 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $410K | 0.2%Prev: 0.2% | 1,354 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $576K | 0.3%Prev: 0.3% | 2,643 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $574K | 0.3%Prev: 0.3% | 6,854 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $266K | 0.1%Prev: 0.2% | 1,685 SH | Increased-231 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $647K | 0.4%Prev: 0.4% | 4,919 SH | Increased-32 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $284K | 0.2%Prev: 0.2% | 1,452 SH | Increased |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000029 |
| $158.6M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0002031137-26-000001 | $184.4M | View |
| Sep 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001265 | $149.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000404 | $165.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002031137-25-000002 | $141.0M | View |