Fiduciary-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TREX",
  "HOOD",
  null,
  null,
  "MMM",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "AVGO",
  "DBEF",
  null,
  null,
  null,
  null,
  "HON",
  null,
  "META",
  null,
  null,
  null,
  "MMC",
  null,
  "MSFT",
  null,
  null,
  "ODFL",
  "IJR",
  null,
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  "MSTR",
  null,
  null,
  "NOW",
  "SHOP",
  null,
  "SPLG",
  "VWO",
  null,
  "IWV",
  "IWO",
  null,
  "DORM",
  null,
  "PEG",
  "AMZN",
  null,
  null,
  "VEA",
  null,
  null,
  "SO",
  null,
  null,
  "BAC",
  "BRK-B",
  "BR",
  "CVX",
  "CHD",
  "NET",
  "CPRT",
  "CRWD",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 75
Total Value: 303510533
Accession Number: 0001792851-25-000001
Form Type: 13F-HR
CIK: fiduciary-planning
Manager Name: Fiduciary-Planning

Data Enrichment

61% identified

46 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $303.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:24.0K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$303.5M)

92189F601

Shares:34.0K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$303.5M)

88636J329

Shares:108.5K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$303.5M)

Broadcom Inc.

AVGO|11135F101

Shares:12.8K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$303.5M)

Meta Platforms, Inc.

META|30303M102

Shares:3.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$303.5M)

92189F643

Shares:23.8K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$303.5M)

Tesla, Inc.

TSLA|88160R101

Shares:6.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$303.5M)

00162Q395

Shares:39.8K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$303.5M)

81369Y852

Shares:17.2K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$303.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:9.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$303.5M)

COPART INC

CPRT|217204106

Shares:25.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$303.5M)

233051853

Shares:30.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$303.5M)

26922A222

Shares:33.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$303.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$303.5M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:12.0K

Value:$991.1K

% of Portfolio:0.3% ($991.1K/$303.5M)

464287341

Shares:22.6K

Value:$949.1K

% of Portfolio:0.3% ($949.1K/$303.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:3.2K

Value:$946.4K

% of Portfolio:0.3% ($946.4K/$303.5M)

46438F101

Shares:18.9K

Value:$885.5K

% of Portfolio:0.3% ($885.5K/$303.5M)

SHOPIFY INC.

SHOP|82509L107

Shares:8.9K

Value:$852.7K

% of Portfolio:0.3% ($852.7K/$303.5M)

02072L649

Shares:20.8K

Value:$828.9K

% of Portfolio:0.3% ($828.9K/$303.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	24.0K	QoQ +14.88% (-3.1K) YoY +1730.13% (+22.7K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$303.5M)	QoQ -7.28% (-$204.8K) YoY +119.50% (+$1.4M)
(cusip92189F601)✕	34.0K	QoQ +14.10% (+4.2K) YoY +51.90% (+11.6K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$303.5M)	QoQ +2.78% (+$67.4K) YoY +46.53% (+$790.2K)
(cusip88636J329)✕	108.5K	QoQ -51.02% (-113.1K) YoY NEW(+108.5K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$303.5M)	QoQ -55.40% (-$3.0M) YoY NEW(+$2.5M)
Broadcom Inc.(AVGOcusip11135F101)	12.8K	QoQ +0.31% (-40) YoY +898.51% (+11.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$303.5M)	QoQ -27.55% (-$815.8K) YoY +26.15% (+$444.8K)
Meta Platforms, Inc.(METAcusip30303M102)	3.7K	QoQ +12.26% (+400) YoY +152.72% (+2.2K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$303.5M)	QoQ +10.49% (+$200.4K) YoY +199.83% (+$1.4M)
(cusip92189F643)✕	23.8K	QoQ -21.24% (-6.4K) YoY -78.48% (-86.9K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$303.5M)	QoQ -25.25% (-$708.4K) YoY -78.93% (-$7.9M)
Tesla, Inc.(TSLAcusip88160R101)	6.9K	QoQ +26.58% (-1.5K) YoY NEW(+6.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$303.5M)	QoQ -18.76% (-$414.4K) YoY NEW(+$1.8M)
(cusip00162Q395)✕	39.8K	QoQ -14.29% (-6.6K) YoY -73.45% (-110.2K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$303.5M)	QoQ -17.62% (-$358.1K) YoY -73.79% (-$4.7M)
(cusip81369Y852)✕	17.2K	QoQ +75.87% (+7.4K) YoY NEW(+17.2K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$303.5M)	QoQ +75.21% (+$713.8K) YoY NEW(+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	9.3K	QoQ +1.56% (-143) YoY +0.78% (+72)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$303.5M)	QoQ -17.03% (-$295.0K) YoY +3.25% (+$45.3K)
COPART INC(CPRTcusip217204106)	25.2K	QoQ -0.31% (-80) YoY -2.35% (-609)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$303.5M)	QoQ -1.70% (-$24.8K) YoY -4.59% (-$68.8K)
(cusip233051853)✕	30.5K	QoQ -49.06% (-29.4K) YoY -66.18% (-59.8K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$303.5M)	QoQ -45.41% (-$1.1M) YoY -63.61% (-$2.4M)
(cusip26922A222)✕	33.9K	QoQ +0.03% (-13) YoY -2.50% (-872)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$303.5M)	QoQ -3.81% (-$52.0K) YoY +4.67% (-$58.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.8K	QoQ +2.18% (+102) YoY +3.97% (+182)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$303.5M)	QoQ +4.56% (+$51.0K) YoY +27.32% (+$250.7K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	12.0K	QoQ -0.23% (-28) YoY +54.62% (+4.3K)	All Managers (Combined)	$991.1K	0.3% ($991.1K/$303.5M)	QoQ -2.82% (-$28.8K) YoY +90.56% (+$471.0K)
(cusip464287341)✕	22.6K	QoQ -57.37% (-30.4K) YoY -72.68% (-60.0K)	All Managers (Combined)	$949.1K	0.3% ($949.1K/$303.5M)	QoQ -53.03% (-$1.1M) YoY -73.24% (-$2.6M)
Air Products & Chemicals, Inc.(APDcusip009158106)	3.2K	QoQ 0.00% (+0) YoY +0.28% (+9)	All Managers (Combined)	$946.4K	0.3% ($946.4K/$303.5M)	QoQ +1.68% (+$15.7K) YoY +22.07% (+$171.1K)
(cusip46438F101)✕	18.9K	QoQ +26.47% (+4.0K) YoY NEW(+18.9K)	All Managers (Combined)	$885.5K	0.3% ($885.5K/$303.5M)	QoQ +11.60% (+$92.0K) YoY NEW(+$885.5K)
SHOPIFY INC.(SHOPcusip82509L107)	8.9K	QoQ +50.83% (+3.0K) YoY NEW(+8.9K)	All Managers (Combined)	$852.7K	0.3% ($852.7K/$303.5M)	QoQ +35.44% (+$223.2K) YoY NEW(+$852.7K)
(cusip02072L649)✕	20.8K	QoQ -23.29% (-6.3K) YoY -56.83% (-27.3K)	All Managers (Combined)	$828.9K	0.3% ($828.9K/$303.5M)	QoQ -26.14% (-$293.5K) YoY -52.63% (-$921.3K)