Location: Princeton, NJ
CIK: 0002054458 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 15, 2026
Total Value: $62.77M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14,354 | $8.577M | 13.7% | $535.62 | — | S&P 500 ETF SHS | 922908363 |
| AAPL | APPLE INC | 16,444 | $4.173M | 6.6% | $236.95 | +10.9% | COM | 037833100 |
| VYM | VANGUARD WHITEHALL FDS | 27,539 | $4.079M | 6.5% | $127.68 | — | HIGH DIV YLD | 921946406 |
| GOOGL | ALPHABET INC | 10,409 | $2.993M | 4.8% | $183.94 | +75.8% | CAP STK CL A | 02079K305 |
| MSFT | MICROSOFT CORP | 6,553 | $2.426M | 3.9% | $425.94 | +2.0% | COM | 594918104 |
| VIG | VANGUARD SPECIALIZED FUNDS | 9,940 | $2.138M | 3.4% | $195.60 | — | DIV APP ETF | 921908844 |
| XOM | EXXON MOBIL CORP | 9,679 | $1.642M | 2.6% | $112.14 | +23.7% | COM | 30231G102 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 3,235 | $1.55M | 2.5% | $467.02 | +5.7% | CL B NEW | 084670702 |
| NVDA | NVIDIA CORPORATION | 8,624 | $1.504M | 2.4% | $137.79 | +35.4% | COM | 67066G104 |
| JNJ | JOHNSON & JOHNSON | 5,415 | $1.324M | 2.1% | $156.25 | +45.8% | COM | 478160104 |
| JPM | JPMORGAN CHASE & CO | 3,747 | $1.102M | 1.8% | $228.03 | +36.6% | COM | 46625H100 |
| VTI | VANGUARD INDEX FDS | 3,360 | $1.078M | 1.7% | $303.93 | — | TOTAL STK MKT | 922908769 |
| GS | GOLDMAN SACHS GROUP INC | 1,233 | $1.043M | 1.7% | $567.72 | +64.3% | COM | 38141G104 |
| SHV | ISHARES TR | 9,409 | $1.039M | 1.7% | $110.49 | — | TRUST ISHARE 0-1 | 464288679 |
| CVX | CHEVRON CORPORATION | 4,916 | $1.017M | 1.6% | $147.40 | +16.6% | COM | 166764100 |
| PG | PROCTER & GAMBLE CO | 6,844 | $989K | 1.6% | $164.98 | -8.0% | COM | 742718109 |
| ORCL | ORACLE CORP | 6,589 | $969K | 1.5% | $179.25 | -5.4% | COM | 68389X105 |
| VEU | VANGUARD INTL EQUITY INDEX F | 11,705 | $879K | 1.4% | $64.74 | — | ALLWRLD EX US | 922042775 |
| IGSB | ISHARES TR | 15,725 | $827K | 1.3% | $53.03 | — | ISHS 1-5YR INVS | 464288646 |
| VGSH | VANGUARD SCOTTSDALE FDS | 14,080 | $824K | 1.3% | $58.85 | — | SHORT TERM TREAS | 92206C102 |
| V | VISA INC | 2,670 | $807K | 1.3% | $302.13 | +9.0% | COM CL A | 92826C839 |
| VBR | VANGUARD INDEX FDS | 3,650 | $793K | 1.3% | $190.52 | — | SM CP VAL ETF | 922908611 |
| GLW | CORNING INC | 5,445 | $740K | 1.2% | $51.69 | +116.0% | COM | 219350105 |
| UNP | UNION PAC CORP | 2,967 | $720K | 1.1% | $230.02 | +5.8% | COM | 907818108 |
| MRK | MERCK & CO INC | 5,926 | $713K | 1.1% | $98.70 | +15.8% | COM | 58933Y105 |
| CSCO | CISCO SYS INC | 8,652 | $671K | 1.1% | $59.35 | +31.3% | COM | 17275R102 |
| RSP | INVESCO EXCHANGE TRADED FD T | 3,450 | $662K | 1.1% | $191.92 | — | S&P500 EQL WGT | 46137V357 |
| PM | PHILIP MORRIS INTL INC | 3,954 | $654K | 1.0% | $123.93 | +41.9% | COM | 718172109 |
| MCD | MCDONALDS CORP | 2,101 | $653K | 1.0% | $294.44 | +7.7% | COM | 580135101 |
| SHY | ISHARES TR | 7,685 | $635K | 1.0% | $82.96 | — | 1 3 YR TREAS BD | 464287457 |
| IXUS | ISHARES TR | 7,215 | $625K | 1.0% | $77.19 | — | CORE MSCI TOTAL | 46432F834 |
| GEV | GE VERNOVA INC | 715 | $624K | 1.0% | $382.85 | +92.5% | COM | 36828A101 |
| HON | HONEYWELL INTL INC | 2,755 | $623K | 1.0% | $203.59 | +11.0% | COM | 438516106 |
| APD | AIR PRODUCTS AND CHEMICALS I | 2,014 | $585K | 0.9% | $300.76 | -9.7% | COM | 009158106 |
| URTH | ISHARES INC | 3,100 | $558K | 0.9% | $153.18 | — | MSCI WORLD ETF | 464286392 |
| VGK | VANGUARD INTL EQUITY INDEX F | 6,750 | $556K | 0.9% | $77.50 | — | FTSE EUROPE ETF | 922042874 |
| ADP | AUTOMATIC DATA PROCESSING IN | 2,730 | $555K | 0.9% | $287.47 | -16.2% | COM | 053015103 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3,600 | $527K | 0.8% | $58.25 | +164.7% | CL A | 69608A108 |
| ZTS | ZOETIS INC | 4,254 | $503K | 0.8% | $171.85 | -26.7% | CL A | 98978V103 |
| NEE | NEXTERA ENERGY INC | 5,132 | $477K | 0.8% | $73.75 | +18.2% | COM | 65339F101 |
| CAT | CATERPILLAR INC | 657 | $465K | 0.7% | $335.97 | +103.7% | COM | 149123101 |
| PEP | PEPSICO INC | 2,877 | $447K | 0.7% | $150.10 | +3.1% | COM | 713448108 |
| LEN | LENNAR CORP | 5,063 | $440K | 0.7% | $155.40 | -26.3% | CL A | 526057104 |
| QCOM | QUALCOMM INC | 3,409 | $439K | 0.7% | $160.83 | -4.3% | COM | 747525103 |
| RIO | RIO TINTO PLC | 4,651 | $434K | 0.7% | $59.83 | — | SPONSORED ADR | 767204100 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,263 | $427K | 0.7% | $218.75 | — | SPONSORED ADS | 874039100 |
| AMZN | AMAZON COM INC | 2,006 | $418K | 0.7% | $210.61 | +7.7% | COM | 023135106 |
| GOOG | ALPHABET INC | 1,448 | $415K | 0.7% | $175.67 | +84.2% | CAP STK CL C | 02079K107 |
| MO | ALTRIA GROUP INC | 6,245 | $412K | 0.7% | $48.82 | +29.1% | COM | 02209S103 |
| AZN | ASTRAZENECA PLC | 1,995 | $393K | 0.6% | $190.39 | 0.0% | ORD | G0593M107 |
| OKE | ONEOK INC NEW | 4,350 | $393K | 0.6% | $89.68 | -12.4% | COM | 682680103 |
| META | META PLATFORMS INC | 656 | $375K | 0.6% | $596.63 | +9.9% | CL A | 30303M102 |
| MRP | MILLROSE PPTYS INC | 13,401 | $375K | 0.6% | $26.54 | — | COM CL A | 601137102 |
| WMT | WALMART INC | 2,890 | $359K | 0.6% | $97.09 | +25.7% | COM | 931142103 |
| VLO | VALERO ENERGY CORP | 1,442 | $356K | 0.6% | $137.52 | +38.2% | COM | 91913Y100 |
| MDLZ | MONDELEZ INTL INC | 5,567 | $321K | 0.5% | $63.61 | -8.6% | CL A | 609207105 |
| ANET | ARISTA NETWORKS INC | 2,610 | $320K | 0.5% | $94.21 | +43.4% | COM SHS | 040413205 |
| HD | HOME DEPOT INC | 911 | $300K | 0.5% | $365.91 | +3.0% | COM | 437076102 |
| EQIX | EQUINIX INC | 304 | $298K | 0.5% | $897.54 | -14.9% | COM | 29444U700 |
| ABT | ABBOTT LABORATORIES | 2,667 | $274K | 0.4% | $115.29 | +0.1% | COM | 002824100 |
| NFLX | NETFLIX INC. | 2,810 | $270K | 0.4% | $107.27 | -21.8% | COM | 64110L106 |
| LRCX | LAM RESEARCH CORP | 1,250 | $267K | 0.4% | $155.36 | +45.4% | COM NEW | 512807306 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1,366 | $267K | 0.4% | $143.18 | +27.9% | COM | 679580100 |
| INTU | INTUIT | 594 | $257K | 0.4% | $634.69 | -21.6% | COM | 461202103 |
| CMCSA | COMCAST CORP NEW | 8,855 | $254K | 0.4% | $29.82 | 0.0% | CL A | 20030N101 |
| SMH | VANECK ETF TRUST | 640 | $245K | 0.4% | $326.36 | — | SEMICONDUCTR ETF | 92189F676 |
| TRI | THOMSON REUTERS CORP | 2,727 | $245K | 0.4% | $153.37 | -30.2% | COM | 884903808 |
| AMGN | AMGEN INC | 650 | $229K | 0.4% | $315.95 | +10.7% | COM | 031162100 |
| ABBV | ABBVIE INC | 1,027 | $223K | 0.4% | $178.49 | +24.7% | COM | 00287Y109 |