Asset-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "HD", "MSFT", "VHT", "IVV", "AAPL", "SPY", "NVDA", "LDOS", "LMT", "PG", "AMGN", "FNDX", "O", "IVOO", null, "ACWV", null, null, "VCIT", null, "VEA", null, "VB", "VOO", "VTV", null, "SCHD", "NSC", "SO", "BRK-B", "KO", null, null, null, null, "EFA", "QQQ", "MDY", "XOM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 43
- Total Value
- 169699456
- Accession Number
- 0001951757-25-000534
- Form Type
- 13F-HR
- Manager Name
- Asset-Planning
Data Enrichment
70% identified30 identified13 unidentified
Holdings
43 positions • $169.7M total value
Manager:
Search and click to pin securities to the top
Page 3 of 3
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.5K | All Managers (Combined) | $207.0K | 0.1% ($207.0K/$169.7M) | |||
(cusip97717W786)✕ | 4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $205.9K | 0.1% ($205.9K/$169.7M) | QoQ NEW(+$205.9K) YoY NEW(+$205.9K) |
(cusip37954Y889)✕ | 3.0K | QoQ 0.00% (-0) | All Managers (Combined) | $202.6K | 0.1% ($202.6K/$169.7M) |