Data as of Q4 2025 (Dec 31, 2025)

New Jersey Better Educational Savings Trust

โ€ขCIK: 1482010โ€ขFiling: Q4 2025

**New Jersey Better Educational Savings Trust** is a managed portfolio with $59M in Assets Under Management, currently maintaining a concentrated position across nine holdings. The strategy exhibits a significant allocation to fixed income and insurance, notably with $27.7M in BND and $27.6M in USIG. Technology exposure is present, with top-ten holdings including AAPL ($0.8M), NVDA ($0.7M), and MSFT ($0.6M). This structure suggests a defensive tilt underpinned by core fixed-income assets while maintaining selective growth exposure.

Total AUM
$58.7M
QoQ Performance
-0.4%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

BND
USIG
BND47.1%
USIG47.0%
AAPL1.3%
NVDA1.2%
MSFT1.1%
GOOGL0.8%
AMZN0.6%
JPM0.5%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other94.1%
Technology4.8%
Consumer0.6%
Financial0.5%

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023