Family-Firm

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  "RF",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "EHC",
  null,
  "FAX",
  "HD",
  "BHK",
  "MCD",
  "INTU",
  "FFC",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RMT",
  null,
  null,
  "LRCX",
  "ICF",
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  "EMF",
  "MSFT",
  "MS",
  "GE",
  null,
  null,
  "ODFL",
  null,
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  null,
  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  "PNC",
  null,
  null,
  "PGR",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  null,
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TRV",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "SNV",
  "VWO",
  "VSS",
  null,
  "IWV",
  null,
  null,
  "IWO",
  "IWN",
  "IEF",
  null,
  "GPN",
  null,
  "GHC",
  null,
  "AFL",
  "AMD",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  "IVE",
  null,
  null,
  "VEA",
  "VGK",
  null,
  "BLV",
  "VOOV",
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  null,
  "VT",
  "VB",
  "V",
  "WMT",
  "WFC",
  "WTW",
  "YUM",
  "IUSG",
  "SCHF",
  "SCHA",
  null,
  "SYY",
  null,
  null,
  "MCK",
  null,
  null,
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "CBRE",
  "CVX",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "ED",
  "COST",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "MCO",
  "IWB",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "MLM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 214
Total Value: 447730619
Accession Number: 0001602603-25-000002
Form Type: 13F-HR
CIK: family-firm
Manager Name: Family-Firm

Data Enrichment

69% identified

147 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $447.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287655

IWM|464287655

Shares:7.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$447.7M)

MICROSOFT CORP

MSFT|594918104

Shares:4.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$447.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.5K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$447.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$447.7M)

922908611

VBR|922908611

Shares:7.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$447.7M)

464288778

Shares:30.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$447.7M)

464287606

IJK|464287606

Shares:16.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$447.7M)

464287630

IWN|464287630

Shares:8.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$447.7M)

464287432

Shares:14.6K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$447.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:11.1K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$447.7M)

464287549

Shares:13.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$447.7M)

46434G848

Shares:34.4K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$447.7M)

464288125

Shares:17.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$447.7M)

464286509

Shares:28.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$447.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$447.7M)

922908751

VB|922908751

Shares:5.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$447.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$447.7M)

46137V134

Shares:63.1K

Value:$992.5K

% of Portfolio:0.2% ($992.5K/$447.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.2K

Value:$963.9K

% of Portfolio:0.2% ($963.9K/$447.7M)

81369Y407

Shares:4.8K

Value:$943.6K

% of Portfolio:0.2% ($943.6K/$447.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	7.6K	QoQ -1.20% (-92) YoY +7.17% (+506)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$447.7M)	QoQ -10.80% (-$182.6K) YoY +1.66% (+$24.8K)
MICROSOFT CORP(MSFTcusip594918104)	4.0K	QoQ -89.33% (-33.5K) YoY +11.48% (-412)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$447.7M)	QoQ -4.50% (-$70.8K) YoY -0.53% (-$8.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.5K	QoQ -0.25% (-4) YoY -5.44% (-89)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$447.7M)	QoQ +2.92% (-$41.7K) YoY +22.10% (-$265.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ 0.00% (+0) YoY +2.72% (+71)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$447.7M)	QoQ +17.49% (+$212.5K) YoY +30.09% (+$330.2K)
(VBRcusip922908611)	7.6K	QoQ +2.43% (-180) YoY -3.99% (-315)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$447.7M)	QoQ -3.71% (-$54.4K) YoY -6.79% (-$102.8K)
(cusip464288778)✕	30.2K	QoQ +3.16% (-925) YoY -7.96% (-2.6K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$447.7M)	QoQ -4.47% (-$65.9K) YoY -1.06% (-$15.2K)
(IJKcusip464287606)	16.5K	QoQ +4.73% (-747) YoY +14.55% (+2.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$447.7M)	QoQ -4.07% (-$58.5K) YoY +4.55% (+$59.9K)
(IWNcusip464287630)	8.8K	QoQ +13.27% (+1.0K) YoY +10.36% (+827)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$447.7M)	QoQ +4.16% (+$53.2K) YoY +4.92% (+$62.4K)
(cusip464287432)✕	14.6K	QoQ +0.43% (+63) YoY +27.55% (+3.1K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$447.7M)	QoQ +4.68% (+$59.4K) YoY +22.71% (+$245.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	11.1K	QoQ +0.07% (+8) YoY +9.54% (+965)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$447.7M)	QoQ +10.63% (+$126.7K) YoY +12.07% (+$141.9K)
(cusip464287549)✕	13.8K	QoQ +13.05% (+1.6K) YoY +9.08% (+1.2K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$447.7M)	QoQ +0.40% (+$5.1K) YoY +14.76% (+$161.3K)
(cusip46434G848)✕	34.4K	QoQ +3.34% (+1.1K) YoY +20.30% (+5.8K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$447.7M)	QoQ +5.97% (+$69.7K) YoY +3.51% (+$41.9K)
(cusip464288125)✕	17.1K	QoQ -1.70% (-297) YoY +15.65% (+2.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$447.7M)	QoQ +2.68% (-$31.6K) YoY +16.46% (+$170.5K)
(cusip464286509)✕	28.6K	QoQ -0.05% (-17) YoY +0.31% (+89)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$447.7M)	QoQ +1.05% (-$12.2K) YoY +6.78% (+$74.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.6K	QoQ +0.21% (+10) YoY +0.99% (+46)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$447.7M)	QoQ +2.54% (+$28.3K) YoY +23.69% (+$218.4K)
(VBcusip922908751)	5.0K	QoQ +0.42% (-21) YoY +5.36% (+255)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$447.7M)	QoQ -7.33% (-$87.9K) YoY +2.20% (+$24.0K)
AbbVie Inc.(ABBVcusip00287Y109)	4.9K	QoQ -1.42% (-71) YoY +2.82% (+135)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$447.7M)	QoQ +16.21% (-$143.9K) YoY +18.29% (+$159.5K)
(cusip46137V134)✕	63.1K	QoQ +0.44% (-282) YoY -6.41% (-4.3K)	All Managers (Combined)	$992.5K	0.2% ($992.5K/$447.7M)	QoQ -20.98% (-$263.6K) YoY -36.09% (-$560.6K)
Alphabet Inc.(GOOGLcusip02079K305)	6.2K	QoQ +0.11% (-7) YoY +7.29% (+424)	All Managers (Combined)	$963.9K	0.2% ($963.9K/$447.7M)	QoQ -18.22% (-$214.9K) YoY +9.93% (+$87.1K)
(cusip81369Y407)✕	4.8K	QoQ +0.10% (-5) YoY -1.11% (-54)	All Managers (Combined)	$943.6K	0.2% ($943.6K/$447.7M)	QoQ -11.89% (-$127.5K) YoY +6.18% (-$55.0K)