Tull-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MSFT",
  "IWF",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  "SPLG",
  "VWO",
  null,
  "VCIT",
  "TOWN",
  "AMZN",
  "VEA",
  "VYMI",
  "VOOV",
  "VOO",
  "WBA",
  "SCHD",
  "SCHG",
  "NSC",
  "DIA",
  "BRK-B",
  null,
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-04
Total Holdings: 28
Total Value: 165792600
Accession Number: 0001769060-25-000003
Form Type: 13F-HR
CIK: tull-financial-group
Manager Name: Tull-Financial-Group

Data Enrichment

86% identified

24 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $165.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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89214P109

TOWN|89214P109

Shares:8.8K

Value:$299.3K

% of Portfolio:0.2% ($299.3K/$165.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$293.9K

% of Portfolio:0.2% ($293.9K/$165.8M)

921943858

VEA|921943858

Shares:5.6K

Value:$268.0K

% of Portfolio:0.2% ($268.0K/$165.8M)

922908769

VTI|922908769

Shares:899

Value:$260.6K

% of Portfolio:0.2% ($260.6K/$165.8M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:562

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$165.8M)

808524300

SCHG|808524300

Shares:7.6K

Value:$210.7K

% of Portfolio:0.1% ($210.7K/$165.8M)

09290C103

Shares:4.0K

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$165.8M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:10.0K

Value:$93.3K

% of Portfolio:0.1% ($93.3K/$165.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(TOWNcusip89214P109)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$299.3K	0.2% ($299.3K/$165.8M)	QoQ NEW(+$299.3K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ +15.40% (+234) YoY-	All Managers (Combined)	$293.9K	0.2% ($293.9K/$165.8M)	QoQ +111646.00% (+$293.6K) YoY-
(VEAcusip921943858)	5.6K	QoQ -5.95% (-355) YoY-	All Managers (Combined)	$268.0K	0.2% ($268.0K/$165.8M)	QoQ +84989.84% (-$267.7K) YoY-
(VTIcusip922908769)	899	QoQ NEW(+899) YoY-	All Managers (Combined)	$260.6K	0.2% ($260.6K/$165.8M)	QoQ NEW(+$260.6K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	562	QoQ +4.65% (+25) YoY-	All Managers (Combined)	$239.1K	0.1% ($239.1K/$165.8M)	QoQ +105247.13% (+$238.9K) YoY-
(SCHGcusip808524300)	7.6K	QoQ NEW(+7.6K) YoY-	All Managers (Combined)	$210.7K	0.1% ($210.7K/$165.8M)	QoQ NEW(+$210.7K) YoY-
(cusip09290C103)✕	4.0K	QoQ NEW(+4.0K) YoY-	All Managers (Combined)	$206.8K	0.1% ($206.8K/$165.8M)	QoQ NEW(+$206.8K) YoY-
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	10.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$93.3K	0.1% ($93.3K/$165.8M)	QoQ +103566.66% (+$93.2K) YoY-