Family-Legacy

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "NHI",
  "CAT",
  "LOW",
  "COF",
  "DUK",
  "FITB",
  "GD",
  "HD",
  null,
  "MCD",
  "INTU",
  "UNP",
  "GLPI",
  "AMAT",
  null,
  "IWS",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  "RHI",
  null,
  "KR",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "O",
  "RIO",
  "SPDW",
  "AMT",
  "STLD",
  "SBUX",
  "CI",
  "TD",
  "TMO",
  "TDG",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "SCHW",
  "TSCO",
  "XLB",
  "TSM",
  "EA",
  "GM",
  "AFL",
  "SDY",
  "DRI",
  "AJG",
  "WM",
  "FSLR",
  "AEP",
  null,
  null,
  "NVO",
  "AMZN",
  null,
  "LMAT",
  "UCB",
  "VBR",
  "BSV",
  "V",
  "WMT",
  "WFC",
  "WPC",
  "LW",
  "NSC",
  "SO",
  "ROL",
  null,
  "GEV",
  "DGRO",
  "PSA",
  null,
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BLDR",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CAG",
  "ED",
  "COST",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "VMC",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "JNJ",
  "LLY",
  "PLD",
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 120
Total Value: 291433883
Accession Number: 0001706016-25-000005
Form Type: 13F-HR
CIK: family-legacy
Manager Name: Family-Legacy

Data Enrichment

92% identified

110 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $291.4M total value

120 positions • $291.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Elevance Health, Inc.

Shares:7.0K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$291.4M)

GENERAL ELECTRIC CO

Shares:13.9K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$291.4M)

922908553

Shares:30.1K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$291.4M)

464288307

Shares:37.7K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$291.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.9K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$291.4M)

BANK OF AMERICA CORP /DE/

Shares:59.5K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$291.4M)

GENERAL DYNAMICS CORP

Shares:9.1K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$291.4M)

GE Vernova Inc.

Shares:8.1K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$291.4M)

PEPSICO INC

Shares:15.6K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$291.4M)

BOEING CO

Shares:13.2K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$291.4M)

AbbVie Inc.

Shares:10.6K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$291.4M)

921937827

Shares:27.7K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$291.4M)

81369Y100

Shares:24.9K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.4M)

Cigna Group

Shares:6.5K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.4M)

Prologis, Inc.

Shares:18.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.4M)

Chubb Ltd

Shares:6.9K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.4M)

UNION PACIFIC CORP

Shares:8.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.4M)

CISCO SYSTEMS, INC.

Shares:32.9K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$291.4M)

CSX CORP

Shares:67.8K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$291.4M)

922908611

Shares:10.0K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$291.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elevance Health, Inc.(ELVcusip036752103)	7.0K	QoQ +1.84% (+126) YoY +5.76% (-379)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$291.4M)	QoQ +15.58% (+$408.1K) YoY -11.28% (-$384.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	13.9K	QoQ -0.75% (-106) YoY +2.91% (+394)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$291.4M)	QoQ +14.89% (-$360.7K) YoY +17.34% (+$411.3K)
(VNQcusip922908553)	30.1K	QoQ -18.46% (-6.8K) YoY -16.39% (-5.9K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$291.4M)	QoQ -15.81% (-$511.4K) YoY -12.46% (-$387.8K)
(cusip464288307)✕	37.7K	QoQ -8.81% (-3.6K) YoY -10.97% (-4.6K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$291.4M)	QoQ -14.93% (-$472.4K) YoY -10.02% (-$299.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.9K	QoQ -0.73% (-36) YoY +2.71% (+129)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$291.4M)	QoQ +17.00% (-$377.2K) YoY +30.09% (+$600.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	59.5K	QoQ +0.42% (-254) YoY +3.49% (+2.0K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$291.4M)	QoQ -9.30% (-$254.8K) YoY +13.89% (+$302.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	9.1K	QoQ -0.07% (-7) YoY +0.16% (-15)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$291.4M)	QoQ +4.16% (-$99.0K) YoY -3.34% (-$85.7K)
GE Vernova Inc.(GEVcusip36828A101)	8.1K	QoQ +40.10% (+2.3K) YoY NEW(+8.1K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$291.4M)	QoQ +16.70% (+$354.2K) YoY NEW(+$2.5M)
PEPSICO INC(PEPcusip713448108)	15.6K	QoQ +0.41% (+65) YoY +3.59% (-541)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$291.4M)	QoQ +2.74% (+$62.6K) YoY -11.24% (-$296.1K)
BOEING CO(BAcusip097023105)	13.2K	QoQ +1.61% (+210) YoY +9.04% (-1.1K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$291.4M)	QoQ +0.90% (+$20.1K) YoY -3.63% (-$84.8K)
AbbVie Inc.(ABBVcusip00287Y109)	10.6K	QoQ -0.81% (-87) YoY -2.47% (-268)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$291.4M)	QoQ +16.41% (-$311.8K) YoY +12.20% (-$240.6K)
(BSVcusip921937827)	27.7K	QoQ +2.41% (+652) YoY -0.43% (-121)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$291.4M)	QoQ +3.81% (+$79.7K) YoY +1.65% (-$35.3K)
(XLBcusip81369Y100)	24.9K	QoQ +2.67% (+649) YoY +3.76% (-905)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.4M)	QoQ +4.88% (+$99.9K) YoY -3.95% (-$88.3K)
Cigna Group(CIcusip125523100)	6.5K	QoQ +0.47% (+31) YoY +2.78% (-176)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.4M)	QoQ +18.35% (+$331.5K) YoY -6.88% (-$158.1K)
Prologis, Inc.(PLDcusip74340W103)	18.7K	QoQ +0.50% (+94) YoY +10.43% (-1.8K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.4M)	QoQ +6.49% (+$127.8K) YoY -5.19% (-$114.9K)
Chubb Ltd(CBcusipH1467J104)	6.9K	QoQ -0.44% (-31) YoY -0.89% (-62)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.4M)	QoQ +12.74% (-$235.6K) YoY +15.50% (-$279.6K)
UNION PACIFIC CORP(UNPcusip907818108)	8.7K	QoQ -0.09% (-8) YoY +1.04% (-90)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.4M)	QoQ +1.81% (-$36.7K) YoY -2.93% (-$62.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	32.9K	QoQ -0.29% (-97) YoY +0.11% (+38)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$291.4M)	QoQ +3.93% (-$76.8K) YoY +23.78% (+$389.8K)
CSX CORP(CSXcusip126408103)	67.8K	QoQ -0.33% (-230) YoY -0.98% (-676)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$291.4M)	QoQ -8.91% (-$195.2K) YoY -21.39% (-$542.9K)
(VBRcusip922908611)	10.0K	QoQ -2.75% (-282) YoY -1.56% (-158)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$291.4M)	QoQ -8.71% (-$177.2K) YoY -4.42% (-$86.0K)