VestGen Investment Management
Q3 2025 13F Holdings
- Locationegg harbor township, NJ
- Num holdings
186
- Value ($000)
$166,396
- Date Filed11/13/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $6.53 M | 4 % | 64,832 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.41 M | 4 % | 34,360 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $4.40 M | 3 % | 54,155 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $3.53 M | 2 % | 13,865 | ||
QDF FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | $3.43 M | 2 % | 43,187 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.30 M | 2 % | 6,884 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $2.95 M | 2 % | 49,220 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.95 M | 2 % | 10,031 | ||
IQDF FLEXSHARES TR | INTL QLTDV IDX | 33939L837 | $2.85 M | 2 % | 99,795 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $2.84 M | 2 % | 29,478 |
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