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

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464287663

IUSV|464287663

Shares:119.5K

Value:$11.0M

% of Portfolio:1.2% ($11.0M/$883.3M)

92204A702

VGT|92204A702

Shares:19.7K

Value:$10.7M

% of Portfolio:1.2% ($10.7M/$883.3M)

Mastercard Inc

MA|57636Q104

Shares:19.2K

Value:$10.5M

% of Portfolio:1.2% ($10.5M/$883.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.8K

Value:$10.0M

% of Portfolio:1.1% ($10.0M/$883.3M)

464287507

IJH|464287507

Shares:167.9K

Value:$9.8M

% of Portfolio:1.1% ($9.8M/$883.3M)

46641Q852

Shares:197.8K

Value:$9.5M

% of Portfolio:1.1% ($9.5M/$883.3M)

46137V241

Shares:142.3K

Value:$9.4M

% of Portfolio:1.1% ($9.4M/$883.3M)

025072877

Shares:104.4K

Value:$9.1M

% of Portfolio:1.0% ($9.1M/$883.3M)

922908363

VOO|922908363

Shares:17.6K

Value:$9.1M

% of Portfolio:1.0% ($9.1M/$883.3M)

92647N535

Shares:177.3K

Value:$9.0M

% of Portfolio:1.0% ($9.0M/$883.3M)

464287572

Shares:92.8K

Value:$8.9M

% of Portfolio:1.0% ($8.9M/$883.3M)

33740F888

Shares:358.1K

Value:$8.9M

% of Portfolio:1.0% ($8.9M/$883.3M)

78468R408

Shares:340.5K

Value:$8.6M

% of Portfolio:1.0% ($8.6M/$883.3M)

81369Y860

Shares:194.4K

Value:$8.1M

% of Portfolio:0.9% ($8.1M/$883.3M)

464288810

Shares:134.6K

Value:$8.1M

% of Portfolio:0.9% ($8.1M/$883.3M)

78464A383

Shares:354.1K

Value:$7.8M

% of Portfolio:0.9% ($7.8M/$883.3M)

808524300

SCHG|808524300

Shares:307.6K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$883.3M)

92206C409

Shares:89.3K

Value:$7.0M

% of Portfolio:0.8% ($7.0M/$883.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:12.4K

Value:$6.9M

% of Portfolio:0.8% ($6.9M/$883.3M)

33741X102

Shares:201.4K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$883.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSVcusip464287663)	119.5K	QoQ -1.94% (-2.4K) YoY +22.42% (+21.9K)	All Managers (Combined)	$11.0M	1.2% ($11.0M/$883.3M)	QoQ -2.26% (-$255.7K) YoY +24.92% (+$2.2M)
(VGTcusip92204A702)	19.7K	QoQ -2.50% (-506) YoY -4.63% (-957)	All Managers (Combined)	$10.7M	1.2% ($10.7M/$883.3M)	QoQ -14.95% (-$1.9M) YoY -1.35% (-$146.5K)
Mastercard Inc(MAcusip57636Q104)	19.2K	QoQ -2.14% (-422) YoY +2.57% (+482)	All Managers (Combined)	$10.5M	1.2% ($10.5M/$883.3M)	QoQ +1.85% (-$192.0K) YoY +16.74% (+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.8K	QoQ -1.91% (-367) YoY -9.37% (-1.9K)	All Managers (Combined)	$10.0M	1.1% ($10.0M/$883.3M)	QoQ +15.24% (-$1.3M) YoY +14.78% (-$1.3M)
(IJHcusip464287507)	167.9K	QoQ -1.72% (-2.9K) YoY +3.60% (-5.8K)	All Managers (Combined)	$9.8M	1.1% ($9.8M/$883.3M)	QoQ -7.97% (-$848.5K) YoY -0.47% (-$46.9K)
(cusip46641Q852)✕	197.8K	QoQ -7.40% (-15.8K) YoY +24.10% (+38.4K)	All Managers (Combined)	$9.5M	1.1% ($9.5M/$883.3M)	QoQ -6.17% (-$623.3K) YoY +24.81% (+$1.9M)
(cusip46137V241)✕	142.3K	QoQ +0.49% (-706) YoY +42.61% (+42.5K)	All Managers (Combined)	$9.4M	1.1% ($9.4M/$883.3M)	QoQ -0.53% (-$50.9K) YoY +56.58% (+$3.4M)
(cusip025072877)✕	104.4K	QoQ +34.18% (+26.6K) YoY +64.83% (+41.1K)	All Managers (Combined)	$9.1M	1.0% ($9.1M/$883.3M)	QoQ +21.17% (+$1.6M) YoY +53.33% (+$3.2M)
(VOOcusip922908363)	17.6K	QoQ +7.06% (+1.2K) YoY +65.70% (+7.0K)	All Managers (Combined)	$9.1M	1.0% ($9.1M/$883.3M)	QoQ +2.11% (+$187.6K) YoY +77.15% (+$3.9M)
(cusip92647N535)✕	177.3K	QoQ +1.79% (+3.1K) YoY +986.42% (+161.0K)	All Managers (Combined)	$9.0M	1.0% ($9.0M/$883.3M)	QoQ +2.70% (+$236.7K) YoY +1004.30% (+$8.2M)
(cusip464287572)✕	92.8K	QoQ +8.69% (+7.4K) YoY +26.28% (+19.3K)	All Managers (Combined)	$8.9M	1.0% ($8.9M/$883.3M)	QoQ +3.85% (+$331.7K) YoY +35.99% (+$2.4M)
(cusip33740F888)✕	358.1K	QoQ -0.04% (-170) YoY +52.86% (+123.9K)	All Managers (Combined)	$8.9M	1.0% ($8.9M/$883.3M)	QoQ +0.35% (-$31.6K) YoY +53.79% (+$3.1M)
(cusip78468R408)✕	340.5K	QoQ +3.78% (+12.4K) YoY +19.97% (+56.7K)	All Managers (Combined)	$8.6M	1.0% ($8.6M/$883.3M)	QoQ +3.41% (+$282.6K) YoY +19.68% (+$1.4M)
(cusip81369Y860)✕	194.4K	QoQ -2.02% (-4.0K) YoY +81.79% (+87.5K)	All Managers (Combined)	$8.1M	0.9% ($8.1M/$883.3M)	QoQ +0.81% (-$66.0K) YoY +92.45% (+$3.9M)
(cusip464288810)✕	134.6K	QoQ -1.28% (-1.8K) YoY -4.26% (-6.0K)	All Managers (Combined)	$8.1M	0.9% ($8.1M/$883.3M)	QoQ +1.82% (-$145.6K) YoY -1.65% (-$136.1K)
(cusip78464A383)✕	354.1K	QoQ +2.74% (+9.5K) YoY +14.77% (+45.6K)	All Managers (Combined)	$7.8M	0.9% ($7.8M/$883.3M)	QoQ +5.12% (+$380.9K) YoY +16.51% (+$1.1M)
(SCHGcusip808524300)	307.6K	QoQ +4.05% (-12.0K) YoY +359.19% (+240.6K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$883.3M)	QoQ -6.51% (-$536.7K) YoY +24.01% (+$1.5M)
(cusip92206C409)✕	89.3K	QoQ +0.99% (+883) YoY +36.07% (+23.7K)	All Managers (Combined)	$7.0M	0.8% ($7.0M/$883.3M)	QoQ +2.20% (+$151.9K) YoY +38.93% (+$2.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	12.4K	QoQ +1.69% (-206) YoY +22.09% (+2.2K)	All Managers (Combined)	$6.9M	0.8% ($6.9M/$883.3M)	QoQ -2.94% (-$209.9K) YoY +30.57% (+$1.6M)
(cusip33741X102)✕	201.4K	QoQ +6.13% (-11.6K) YoY NEW(+201.4K)	All Managers (Combined)	$6.7M	0.8% ($6.7M/$883.3M)	QoQ -0.82% (-$55.9K) YoY NEW(+$6.7M)