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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 | 0.9%Prev: 0.8% | 5,346 SH | Decreased+472 SH |
| HOME DEPOT INC | COM | $651K | 0.4%Prev: 0.3% | 1,606 SH | Increased+107 SH |
| INVESCO QQQ TR | UNIT SER 1 | $889K | 0.6%Prev: 0.6% | 1,480 SH | Decreased+42 SH |
| ISHARES TR | CORE S&P500 ETF | $38.0M | 24.0%Prev: 24.2% | 56,757 SH | Decreased-2,782 SH |
| ISHARES TR | US AER DEF ETF | $202K | 0.1%Prev: 0.1% | 964 SH | Decreased+24 SH |
| JPMORGAN CHASE & CO. | COM | $417K | 0.3% | 1,321 SH | New |
| LULULEMON ATHLETICA INC | COM | $534K | 0.3% | 3,000 SH | New |
| NEW JERSEY RES CORP | COM | $213K | 0.1%Prev: 0.1% | 4,414 SH | Decreased-128 SH |
| NVIDIA CORPORATION | COM | $257K | 0.2%Prev: 1.0% | 1,376 SH | Decreased-8,272 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.9M | 2.4%Prev: 2.3% | 115,668 SH | Decreased+906 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $21.8M | 13.8%Prev: 13.9% | 937,941 SH | Decreased+10,945 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $933K | 0.6%Prev: 0.5% | 20,510 SH | Decreased+482 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9.3M | 5.9%Prev: 5.9% | 381,363 SH | Decreased-67,741 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $29.3M | 18.5%Prev: 17.6% | 1,250,430 SH | Decreased-155,249 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $357K | 0.2%Prev: 0.2% | 13,868 SH | Decreased+87 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $412K | 0.3%Prev: 0.2% | 15,090 SH | Decreased+1,311 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $561K | 0.4%Prev: 0.3% | 17,575 SH | Increased+2,131 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.0M | 1.9%Prev: 1.8% | 102,028 SH | Decreased+4,439 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $16.1M | 10.2%Prev: 10.5% | 746,401 SH | Decreased-74,316 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $16.0M | 10.1%Prev: 11.1% | 571,869 SH | Decreased+6,060 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $11.6M | 7.3%Prev: 6.8% | 429,411 SH | Decreased-44,559 SH |
| SPDR GOLD TR | GOLD SHS | $342K | 0.2%Prev: 0.2% | 961 SH | Increased+81 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $344K | 0.2%Prev: 0.2% | 1,354 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $493K | 0.3%Prev: 0.3% | 2,643 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $489K | 0.3%Prev: 0.3% | 6,854 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $250K | 0.2%Prev: 0.1% | 1,772 SH | Decreased+87 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $646K | 0.4%Prev: 0.4% | 4,919 SH | Decreased |
| VANGUARD WORLD FD | UTILITIES ETF | $275K | 0.2%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 |