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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 | $1.5M | 0.9%Prev: 0.8% | 5,346 SH | Decreased+643 SH |
| HOME DEPOT INC | COM | $535K | 0.3%Prev: 0.2% | 1,555 SH | Increased+56 SH |
| INVESCO QQQ TR | UNIT SER 1 | $886K | 0.5%Prev: 0.6% | 1,443 SH | Decreased+5 SH |
| ISHARES TR | CORE S&P500 ETF | $39.1M | 24.1%Prev: 23.8% | 57,117 SH | Decreased-995 SH |
| ISHARES TR | US AER DEF ETF | $202K | 0.1% | 940 SH | New |
| NEW JERSEY RES CORP | COM | $206K | 0.1%Prev: 0.1% | 4,457 SH | Decreased-124 SH |
| NVIDIA CORPORATION | COM | $830K | 0.5%Prev: 0.9% | 4,449 SH | Decreased-3,288 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.9M | 2.4%Prev: 2.2% | 118,623 SH | Decreased+3,054 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $22.6M | 13.9%Prev: 14.5% | 940,599 SH | Decreased-49,630 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $991K | 0.6%Prev: 0.5% | 21,776 SH | Decreased+1,570 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $11.8M | 7.3%Prev: 2.4% | 483,964 SH | Increased+298,418 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $29.2M | 18.0%Prev: 20.6% | 1,251,547 SH | Decreased-497,159 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $361K | 0.2%Prev: 0.2% | 13,781 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $420K | 0.3%Prev: 0.2% | 15,299 SH | Decreased+1,520 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $546K | 0.3%Prev: 0.3% | 16,727 SH | Increased+1,699 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.0M | 1.9%Prev: 1.7% | 101,806 SH | Decreased+4,821 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $15.7M | 9.7%Prev: 10.1% | 751,590 SH | Decreased-108,369 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $16.6M | 10.2%Prev: 9.9% | 582,311 SH | Decreased+12,346 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $11.2M | 6.9%Prev: 9.1% | 424,093 SH | Decreased-253,698 SH |
| SPDR GOLD TR | GOLD SHS | $363K | 0.2%Prev: 0.2% | 917 SH | Increased+62 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $349K | 0.2% | 1,354 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $505K | 0.3% | 2,643 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $504K | 0.3%Prev: 0.3% | 6,854 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $254K | 0.2%Prev: 0.1% | 1,772 SH | Decreased+87 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $657K | 0.4%Prev: 0.3% | 4,919 SH | Increased+63 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $269K | 0.2%Prev: 0.1% | 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 |