VestGen Investment Management
Q2 2025 13F Holdings
- Locationegg harbor township, NJ
- Num holdings
165
- Value ($000)
$139,491
- Date Filed07/31/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $6.42 M | 5 % | 63,755 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.20 M | 4 % | 32,901 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $4.87 M | 4 % | 58,754 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $3.53 M | 3 % | 43,716 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $3.21 M | 2 % | 13,566 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.84 M | 2 % | 10,154 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $2.59 M | 2 % | 5,900 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $2.52 M | 2 % | 26,291 | ||
QDF FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | $2.36 M | 2 % | 32,228 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $2.34 M | 2 % | 41,097 |
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