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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 | $1.3M | 0.8%Prev: 0.9% | 4,956 SH | Decreased-390 SH |
| HOME DEPOT INC | COM | $493K | 0.3%Prev: 0.5% | 1,499 SH | Decreased-242 SH |
| INVESCO QQQ TR | UNIT SER 1 | $830K | 0.5%Prev: 0.5% | 1,438 SH | Increased-42 SH |
| ISHARES TR | CORE S&P500 ETF | $38.9M | 23.5%Prev: 22.7% | 59,518 SH | Increased+5,275 SH |
| ISHARES TR | US AER DEF ETF | $206K | 0.1%Prev: 0.1% | 940 SH | Increased-24 SH |
| NEW JERSEY RES CORP | COM | $247K | 0.1%Prev: 0.1% | 4,503 SH | Increased+214 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.8%Prev: 0.1% | 7,254 SH | Increased+5,983 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.7M | 2.3%Prev: 2.1% | 113,577 SH | Increased+822 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $23.0M | 13.9%Prev: 12.0% | 929,601 SH | Increased+12,990 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $887K | 0.5%Prev: 0.4% | 18,974 SH | Increased+1,043 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $10.6M | 6.4%Prev: 6.5% | 438,538 SH | Increased+54,839 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $30.8M | 18.6%Prev: 18.8% | 1,326,270 SH | Increased+161,465 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $346K | 0.2%Prev: 0.2% | 13,781 SH | Decreased-1,642 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $423K | 0.3%Prev: 0.3% | 13,779 SH | Decreased-3,177 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $444K | 0.3%Prev: 0.5% | 15,250 SH | Decreased-8,245 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.0M | 1.8%Prev: 2.3% | 98,664 SH | Decreased-24,786 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $17.3M | 10.5%Prev: 10.3% | 806,322 SH | Increased+115,657 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $16.6M | 10.1%Prev: 9.7% | 571,593 SH | Increased+40,479 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $12.0M | 7.3%Prev: 7.6% | 451,841 SH | Increased+35,726 SH |
| SPDR GOLD TR | GOLD SHS | $383K | 0.2%Prev: 0.3% | 889 SH | Decreased-841 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $355K | 0.2%Prev: 0.2% | 1,354 SH | Increased-58 SH |
| VANGUARD INDEX FDS | VALUE ETF | $519K | 0.3%Prev: 0.3% | 2,643 SH | Increased-55 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $515K | 0.3%Prev: 0.3% | 6,854 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $250K | 0.2%Prev: 0.2% | 1,685 SH | Increased-231 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $594K | 0.4%Prev: 0.4% | 4,919 SH | Decreased-172 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $288K | 0.2%Prev: 0.2% | 1,452 SH | Increased-7 SH |
| 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 |