Certified-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "MU",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "VONG",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "T",
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  null,
  "UTF",
  null,
  "DBEF",
  "CMI",
  null,
  "DUK",
  "UTG",
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  "FFA",
  null,
  null,
  null,
  "PFN",
  "FITB",
  "GD",
  "GILD",
  "HD",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "HWM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVT",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MA",
  "MSFT",
  "EQT",
  "EXPO",
  "GE",
  "OXY",
  null,
  null,
  "BX",
  "IJR",
  null,
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  "NNN",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  "AMGN",
  null,
  "FNDX",
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  null,
  "SYK",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  "VSS",
  null,
  null,
  "PRF",
  "VCIT",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "IWN",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  "TT",
  "SAIC",
  "AFL",
  "SDY",
  "FI",
  "F",
  "IWP",
  "IWR",
  "AEP",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "FAF",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VFF",
  "WMT",
  null,
  null,
  null,
  null,
  "HLLY",
  "SCHD",
  "ET",
  null,
  "DVY",
  "SCHG",
  "SCHF",
  null,
  "NSC",
  "SO",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  null,
  null,
  "IUSV",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "PSA",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "COST",
  "CSX",
  null,
  "DFAX",
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 295
Total Value: 883252382
Accession Number: 0001085146-25-002833
Form Type: 13F-HR
CIK: certified-advisory
Manager Name: Certified-Advisory

Data Enrichment

61% identified

181 identified114 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $883.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 15

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808524854

Shares:10.0K

Value:$248.6K

% of Portfolio:0.0% ($248.6K/$883.3M)

35473P868

Shares:10.0K

Value:$244.4K

% of Portfolio:0.0% ($244.4K/$883.3M)

33740U406

Shares:6.2K

Value:$243.5K

% of Portfolio:0.0% ($243.5K/$883.3M)

45782C573

Shares:6.5K

Value:$242.9K

% of Portfolio:0.0% ($242.9K/$883.3M)

46138G649

Shares:1.2K

Value:$240.8K

% of Portfolio:0.0% ($240.8K/$883.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.6K

Value:$239.0K

% of Portfolio:0.0% ($239.0K/$883.3M)

46641Q647

Shares:4.8K

Value:$237.5K

% of Portfolio:0.0% ($237.5K/$883.3M)

46434G103

IEMG|46434G103

Shares:4.4K

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$883.3M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.1K

Value:$234.4K

% of Portfolio:0.0% ($234.4K/$883.3M)

46138E339

Shares:2.5K

Value:$232.9K

% of Portfolio:0.0% ($232.9K/$883.3M)

Blackstone Inc.

BX|09260D107

Shares:1.7K

Value:$232.8K

% of Portfolio:0.0% ($232.8K/$883.3M)

922908637

VV|922908637

Shares:897

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$883.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.7K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$883.3M)

464287226

Shares:2.3K

Value:$229.5K

% of Portfolio:0.0% ($229.5K/$883.3M)

CATERPILLAR INC

CAT|149123101

Shares:686

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$883.3M)

808524102

SCHB|808524102

Shares:10.5K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$883.3M)

922042874

VGK|922042874

Shares:3.2K

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$883.3M)

92203J407

BNDX|92203J407

Shares:4.6K

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$883.3M)

46432F834

IXUS|46432F834

Shares:3.2K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$883.3M)

First American Financial Corp

FAF|31847R102

Shares:3.4K

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$883.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524854)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$248.6K	0.0% ($248.6K/$883.3M)	QoQ +2.34% (+$5.7K) YoY NEW(+$248.6K)
(cusip35473P868)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$244.4K	0.0% ($244.4K/$883.3M)	QoQ +0.02% (+$50) YoY NEW(+$244.4K)
(cusip33740U406)✕	6.2K	QoQ 0.00% (-0) YoY NEW(+6.2K)	All Managers (Combined)	$243.5K	0.0% ($243.5K/$883.3M)	QoQ -2.49% (-$6.2K) YoY NEW(+$243.5K)
(cusip45782C573)✕	6.5K	QoQ 0.00% (-0) YoY NEW(+6.5K)	All Managers (Combined)	$242.9K	0.0% ($242.9K/$883.3M)	QoQ -1.72% (-$4.3K) YoY NEW(+$242.9K)
(cusip46138G649)✕	1.2K	QoQ -17.78% (-270) YoY NEW(+1.2K)	All Managers (Combined)	$240.8K	0.0% ($240.8K/$883.3M)	QoQ -24.61% (-$78.6K) YoY NEW(+$240.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.6K	QoQ -1.20% (-20) YoY +8.60% (-130)	All Managers (Combined)	$239.0K	0.0% ($239.0K/$883.3M)	QoQ +3.17% (-$7.3K) YoY -21.45% (-$65.3K)
(cusip46641Q647)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$237.5K	0.0% ($237.5K/$883.3M)	QoQ NEW(+$237.5K) YoY NEW(+$237.5K)
(IEMGcusip46434G103)	4.4K	QoQ -6.18% (-287) YoY -19.83% (-1.1K)	All Managers (Combined)	$235.1K	0.0% ($235.1K/$883.3M)	QoQ -3.02% (-$7.3K) YoY -16.15% (-$45.3K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.1K	QoQ -1.19% (-25) YoY +9.28% (-176)	All Managers (Combined)	$234.4K	0.0% ($234.4K/$883.3M)	QoQ +5.89% (-$13.0K) YoY -6.26% (-$15.7K)
(cusip46138E339)✕	2.5K	QoQ +0.19% (-5) YoY +0.55% (+14)	All Managers (Combined)	$232.9K	0.0% ($232.9K/$883.3M)	QoQ -2.42% (-$5.8K) YoY +15.97% (+$32.1K)
Blackstone Inc.(BXcusip09260D107)	1.7K	QoQ -21.79% (-464) YoY -18.97% (-390)	All Managers (Combined)	$232.8K	0.0% ($232.8K/$883.3M)	QoQ -36.59% (-$134.3K) YoY -13.77% (-$37.2K)
(VVcusip922908637)	897	QoQ -11.53% (-117) YoY -47.63% (-816)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$883.3M)	QoQ -15.66% (-$42.9K) YoY -43.83% (-$180.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.7K	QoQ +0.47% (+13) YoY NEW(+2.7K)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$883.3M)	QoQ +12.11% (+$24.9K) YoY NEW(+$230.6K)
(cusip464287226)✕	2.3K	QoQ -9.19% (-235) YoY NEW(+2.3K)	All Managers (Combined)	$229.5K	0.0% ($229.5K/$883.3M)	QoQ -7.30% (-$18.1K) YoY NEW(+$229.5K)
CATERPILLAR INC(CATcusip149123101)	686	QoQ -1.43% (-10) YoY -22.83% (-203)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$883.3M)	QoQ -10.32% (-$26.1K) YoY -30.51% (-$99.4K)
(SCHBcusip808524102)	10.5K	QoQ +0.07% (-8) YoY +200.89% (+7.0K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$883.3M)	QoQ -5.08% (-$12.1K) YoY +6.11% (+$13.0K)
(VGKcusip922042874)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$883.3M)	QoQ NEW(+$222.6K) YoY NEW(+$222.6K)
(BNDXcusip92203J407)	4.6K	QoQ +1.60% (+72) YoY NEW(+4.6K)	All Managers (Combined)	$222.3K	0.0% ($222.3K/$883.3M)	QoQ +1.12% (+$2.5K) YoY NEW(+$222.3K)
(IXUScusip46432F834)	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$883.3M)	QoQ +5.54% (+$11.7K) YoY NEW(+$222.0K)
First American Financial Corp(FAFcusip31847R102)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$883.3M)	QoQ +5.10% (+$10.8K) YoY +7.50% (+$15.5K)