VestGen Investment Management
Q1 2025 13F Holdings
- Locationegg harbor township, NJ
- Num holdings
162
- Value ($000)
$132,583
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001511739
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $6.93M | 5 % | 68,802 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $4.96M | 4 % | 62,932 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.65M | 3 % | 33,699 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $3.26M | 3 % | 14,713 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.89M | 2 % | 11,187 | ||
QDF FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | $2.49M | 2 % | 36,474 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.49M | 2 % | 4,429 | ||
IQDF FLEXSHARES TR | INTL QLTDV IDX | 33939L837 | $2.37M | 2 % | 94,871 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $2.27M | 2 % | 6,133 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $2.23M | 2 % | 48,353 |
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