Tlwm

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ZS",
  "ADBE",
  "GOOGL",
  "BSX",
  "CRS",
  "NICE",
  null,
  null,
  "GD",
  "HON",
  null,
  null,
  "AZN",
  "MCD",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "MRVL",
  "MSFT",
  "MS",
  "EVR",
  "EMN",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "SPDW",
  "GLD",
  null,
  null,
  "RSG",
  "SPLG",
  "SCHW",
  null,
  "IWV",
  "AMD",
  null,
  "NTRA",
  null,
  null,
  "AMZN",
  "SCHB",
  "VONE",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "NXPI",
  "CRM",
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "KO",
  "COP",
  "STZ",
  "J",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 74
Total Value: 466341538
Accession Number: 0001085146-25-003000
Form Type: 13F-HR
CIK: tlwm
Manager Name: Tlwm

Data Enrichment

66% identified

49 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $466.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Salesforce, Inc.

CRM|79466L302

Shares:6.8K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.8K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

Walmart Inc.

WMT|931142103

Shares:20.7K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$466.3M)

78468R663

Shares:19.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$466.3M)

46139W825

Shares:77.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$466.3M)

MORGAN STANLEY

MS|617446448

Shares:13.9K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$466.3M)

CHEVRON CORP

CVX|166764100

Shares:9.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$466.3M)

46139W858

Shares:74.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:36.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:14.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$466.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$466.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:17.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$466.3M)

NVIDIA CORP

NVDA|67066G104

Shares:11.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$466.3M)

ASTRAZENECA PLC

AZN|046353108

Shares:17.3K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$466.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.8K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$466.3M)

46138J429

Shares:72.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$466.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:4.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$466.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$466.3M)

922908363

VOO|922908363

Shares:2.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	6.8K	QoQ +2.22% (-149) YoY +38.58% (+1.9K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ -17.94% (-$401.3K) YoY +23.48% (+$349.0K)
Alphabet Inc.(GOOGLcusip02079K305)	11.8K	QoQ +0.50% (-60) YoY +1.88% (+219)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ -17.89% (-$399.1K) YoY +4.38% (+$77.0K)
Walmart Inc.(WMTcusip931142103)	20.7K	QoQ +2.14% (-434) YoY -17.40% (-4.4K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$466.3M)	QoQ -0.74% (-$13.7K) YoY +20.50% (-$308.7K)
(cusip78468R663)✕	19.1K	QoQ +21.39% (+3.4K) YoY +115.66% (+10.2K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$466.3M)	QoQ +21.79% (+$312.9K) YoY +115.50% (+$937.3K)
(cusip46139W825)✕	77.5K	QoQ 0.00% (+0) YoY NEW(+77.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$466.3M)	QoQ +1.30% (+$20.9K) YoY NEW(+$1.6M)
MORGAN STANLEY(MScusip617446448)	13.9K	QoQ +1.82% (-248) YoY +4.86% (+643)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$466.3M)	QoQ -5.50% (-$94.3K) YoY +29.93% (+$372.6K)
CHEVRON CORP(CVXcusip166764100)	9.5K	QoQ +1.08% (+102) YoY +5.15% (+466)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$466.3M)	QoQ +16.75% (+$228.2K) YoY +11.52% (+$164.3K)
(cusip46139W858)✕	74.7K	QoQ 0.00% (+0) YoY +17.25% (+11.0K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +1.29% (+$19.4K) YoY +17.95% (+$231.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	36.3K	QoQ +0.51% (-184) YoY +2.62% (+926)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ -4.56% (-$72.4K) YoY +12.93% (+$173.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ +1.29% (+35) YoY +10.66% (+264)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +19.01% (+$233.1K) YoY +40.15% (+$418.0K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	14.4K	QoQ +2.46% (+346) YoY +6.42% (+870)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$466.3M)	QoQ +15.72% (+$197.5K) YoY +56.75% (+$526.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.7K	QoQ +1.03% (+28) YoY +2.97% (+79)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$466.3M)	QoQ +4.60% (+$63.1K) YoY +9.02% (+$118.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	17.6K	QoQ +6.71% (+1.1K) YoY +7.43% (+1.2K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$466.3M)	QoQ +12.87% (+$156.9K) YoY +16.25% (+$192.3K)
NVIDIA CORP(NVDAcusip67066G104)	11.8K	QoQ +12.98% (-1.4K) YoY +1387.89% (+11.0K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$466.3M)	QoQ -8.81% (-$123.6K) YoY +78.46% (+$562.3K)
ASTRAZENECA PLC(AZNcusip046353108)	17.3K	QoQ +3.46% (+578) YoY +7.17% (+1.2K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$466.3M)	QoQ +16.06% (+$175.6K) YoY +16.27% (+$177.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.8K	QoQ +1.07% (-62) YoY +3.65% (+205)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$466.3M)	QoQ -5.24% (-$68.1K) YoY +6.94% (+$79.8K)
(cusip46138J429)✕	72.6K	QoQ -0.47% (-350) YoY +2.93% (+2.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$466.3M)	QoQ +1.13% (-$13.3K) YoY +4.15% (+$47.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	4.1K	QoQ +4.77% (+189) YoY NEW(+4.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$466.3M)	QoQ +8.39% (+$87.5K) YoY NEW(+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	9.4K	QoQ +0.53% (+50) YoY NEW(+9.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$466.3M)	QoQ +11.15% (+$112.7K) YoY NEW(+$1.1M)
(VOOcusip922908363)	2.0K	QoQ +5.90% (+114) YoY +49.45% (+677)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$466.3M)	QoQ +1.01% (+$10.6K) YoY +59.73% (+$393.2K)