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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 | $1.6M | 0.8%Prev: 0.9% | 4,703 SH | Increased-643 SH |
| HOME DEPOT INC | COM | $426K | 0.2%Prev: 0.4% | 1,499 SH | Decreased-107 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.6%Prev: 0.6% | 1,438 SH | Increased-42 SH |
| ISHARES TR | CORE S&P500 ETF | $44.5M | 23.8%Prev: 24.0% | 58,112 SH | Increased+1,355 SH |
| NEW JERSEY RES CORP | COM | $232K | 0.1%Prev: 0.1% | 4,581 SH | Increased+167 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.9%Prev: 0.2% | 7,737 SH | Increased+6,361 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.2M | 2.2%Prev: 2.4% | 115,569 SH | Increased-99 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $27.2M | 14.5%Prev: 13.8% | 990,229 SH | Increased+52,288 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $1.0M | 0.5%Prev: 0.6% | 20,206 SH | Increased-304 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.4M | 2.4%Prev: 5.9% | 185,546 SH | Decreased-195,817 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $38.6M | 20.6%Prev: 18.5% | 1,748,706 SH | Increased+498,276 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $404K | 0.2%Prev: 0.2% | 13,781 SH | Increased-87 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $448K | 0.2%Prev: 0.3% | 13,779 SH | Increased-1,311 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $540K | 0.3%Prev: 0.4% | 15,028 SH | Decreased-2,547 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.2M | 1.7%Prev: 1.9% | 96,985 SH | Increased-5,043 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $19.0M | 10.1%Prev: 10.2% | 859,959 SH | Increased+113,558 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $18.6M | 9.9%Prev: 10.1% | 569,965 SH | Increased-1,904 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $17.0M | 9.1%Prev: 7.3% | 677,791 SH | Increased+248,380 SH |
| SPDR GOLD TR | GOLD SHS | $326K | 0.2%Prev: 0.2% | 855 SH | Decreased-106 SH |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $385K | 0.2% | 1,354 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $571K | 0.3% | 2,643 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $569K | 0.3%Prev: 0.3% | 6,854 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $262K | 0.1%Prev: 0.2% | 1,685 SH | Increased-87 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $632K | 0.3%Prev: 0.4% | 4,856 SH | Decreased-63 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $248K | 0.1%Prev: 0.2% | 1,452 SH | Decreased |
| 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 |