Estate-Counselors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "HOOD",
  null,
  null,
  null,
  "MCHI",
  null,
  "VDE",
  "AFRM",
  "TEAM",
  "APP",
  null,
  "IBKR",
  null,
  null,
  "IJH",
  null,
  "IWS",
  "TLRY",
  "UI",
  "DOCS",
  null,
  null,
  null,
  "ALK",
  "IJR",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  null,
  "SPY",
  "EFAV",
  "NVDA",
  "PLTR",
  "LPLA",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "SPLG",
  null,
  "TPR",
  "TWLO",
  "UAL",
  "BIV",
  "VOE",
  "IWV",
  "VCIT",
  null,
  "XLB",
  "GDDY",
  null,
  null,
  "VYM",
  "EW",
  "THC",
  "AXON",
  "FMBH",
  "AMZN",
  null,
  "ESGV",
  "VUG",
  "VFH",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VTV",
  "VST",
  "SOFI",
  "SCHG",
  null,
  "MTUM",
  "GEV",
  null,
  "BALL",
  "LNG",
  "NET",
  "CRWD",
  "QQQ",
  "IWM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 91
Total Value: 964682492
Accession Number: 0001172661-25-001813
Form Type: 13F-HR
CIK: estate-counselors
Manager Name: Estate-Counselors

Data Enrichment

69% identified

63 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $964.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TWILIO INC

TWLO|90138F102

Shares:37.1K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$964.7M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:10.2K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$964.7M)

Doximity, Inc.

DOCS|26622P107

Shares:60.4K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$964.7M)

Ubiquiti Inc.

UI|90353W103

Shares:10.8K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$964.7M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:286.0K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$964.7M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:19.9K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$964.7M)

AppLovin Corp

APP|03831W108

Shares:12.3K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$964.7M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:13.9K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$964.7M)

Cloudflare, Inc.

NET|18915M107

Shares:28.0K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$964.7M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:71.3K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$964.7M)

GoDaddy Inc.

GDDY|380237107

Shares:16.0K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$964.7M)

Vistra Corp.

VST|92840M102

Shares:21.1K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$964.7M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:35.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$964.7M)

464287507

IJH|464287507

Shares:37.9K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$964.7M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:42.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$964.7M)

922908736

VUG|922908736

Shares:4.8K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$964.7M)

92206C102

VGSH|92206C102

Shares:28.8K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$964.7M)

46436E130

Shares:64.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$964.7M)

921937827

BSV|921937827

Shares:20.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$964.7M)

922908512

VOE|922908512

Shares:9.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$964.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TWILIO INC(TWLOcusip90138F102)	37.1K	QoQ NEW(+37.1K) YoY NEW(+37.1K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$964.7M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$964.7M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
Doximity, Inc.(DOCScusip26622P107)	60.4K	QoQ NEW(+60.4K) YoY NEW(+60.4K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$964.7M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Ubiquiti Inc.(UIcusip90353W103)	10.8K	QoQ +1.23% (-132) YoY NEW(+10.8K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$964.7M)	QoQ -5.41% (-$192.4K) YoY NEW(+$3.4M)
SoFi Technologies, Inc.(SOFIcusip83406F102)	286.0K	QoQ NEW(+286.0K) YoY +58.39% (+105.4K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$964.7M)	QoQ NEW(+$3.3M) YoY +152.34% (+$2.0M)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	19.9K	QoQ NEW(+19.9K) YoY NEW(+19.9K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$964.7M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
AppLovin Corp(APPcusip03831W108)	12.3K	QoQ -61.79% (-19.9K) YoY -62.29% (-20.3K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$964.7M)	QoQ -68.73% (-$7.2M) YoY +44.33% (-$1.0M)
Cheniere Energy, Inc.(LNGcusip16411R208)	13.9K	QoQ +1.27% (+175) YoY NEW(+13.9K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$964.7M)	QoQ +9.06% (+$267.2K) YoY NEW(+$3.2M)
Cloudflare, Inc.(NETcusip18915M107)	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$964.7M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Robinhood Markets, Inc.(HOODcusip770700102)	71.3K	QoQ NEW(+71.3K) YoY NEW(+71.3K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$964.7M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
GoDaddy Inc.(GDDYcusip380237107)	16.0K	QoQ +1.42% (-225) YoY NEW(+16.0K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$964.7M)	QoQ -7.42% (-$231.1K) YoY NEW(+$2.9M)
Vistra Corp.(VSTcusip92840M102)	21.1K	QoQ +0.76% (-160) YoY -37.75% (-12.8K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$964.7M)	QoQ -14.16% (-$408.8K) YoY +4.96% (-$117.1K)
United Airlines Holdings, Inc.(UALcusip910047109)	35.9K	QoQ +1.42% (-505) YoY +1.42% (+505)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$964.7M)	QoQ -27.87% (-$956.8K) YoY +46.27% (+$783.3K)
(IJHcusip464287507)	37.9K	QoQ -21.50% (-10.4K) YoY +2.06% (-767)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$964.7M)	QoQ -26.49% (-$798.0K) YoY -1.95% (-$44.1K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	42.2K	QoQ +1.44% (-600) YoY +1.27% (+530)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$964.7M)	QoQ -24.72% (-$626.0K) YoY +22.82% (+$354.2K)
(VUGcusip922908736)	4.8K	QoQ -75.15% (-14.4K) YoY -68.36% (-10.3K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$964.7M)	QoQ -77.55% (-$6.1M) YoY -65.91% (-$3.4M)
(VGSHcusip92206C102)	28.8K	QoQ -29.55% (-12.1K) YoY -28.53% (-11.5K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$964.7M)	QoQ -28.94% (-$689.5K) YoY -27.76% (-$650.8K)
(cusip46436E130)✕	64.0K	QoQ +2.95% (+1.8K) YoY NEW(+64.0K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$964.7M)	QoQ +4.84% (+$75.6K) YoY NEW(+$1.6M)
(BSVcusip921937827)	20.6K	QoQ +3.53% (+705) YoY -52.45% (-22.8K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$964.7M)	QoQ +4.89% (+$75.3K) YoY -51.45% (-$1.7M)
(VOEcusip922908512)	9.3K	QoQ -76.03% (-29.6K) YoY NEW(+9.3K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$964.7M)	QoQ -76.21% (-$4.8M) YoY NEW(+$1.5M)