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:

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886364793

Shares:13.3K

Value:$339.7K

% of Portfolio:0.1% ($339.7K/$303.5M)

CHEVRON CORP

CVX|166764100

Shares:1.9K

Value:$317.2K

% of Portfolio:0.1% ($317.2K/$303.5M)

Dorman Products, Inc.

DORM|258278100

Shares:2.6K

Value:$309.1K

% of Portfolio:0.1% ($309.1K/$303.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$280.8K

% of Portfolio:0.1% ($280.8K/$303.5M)

464287689

IWV|464287689

Shares:876

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$303.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.0K

Value:$251.6K

% of Portfolio:0.1% ($251.6K/$303.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:472

Value:$251.4K

% of Portfolio:0.1% ($251.4K/$303.5M)

ADOBE INC.

ADBE|00724F101

Shares:649

Value:$248.9K

% of Portfolio:0.1% ($248.9K/$303.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:962

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$303.5M)

SOUTHERN CO

SO|842587107

Shares:2.5K

Value:$225.6K

% of Portfolio:0.1% ($225.6K/$303.5M)

ServiceNow, Inc.

NOW|81762P102

Shares:283

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$303.5M)

922042858

VWO|922042858

Shares:4.9K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$303.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:626

Value:$220.7K

% of Portfolio:0.1% ($220.7K/$303.5M)

464287804

IJR|464287804

Shares:2.1K

Value:$214.8K

% of Portfolio:0.1% ($214.8K/$303.5M)

Cloudflare, Inc.

NET|18915M107

Shares:1.8K

Value:$202.8K

% of Portfolio:0.1% ($202.8K/$303.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip886364793)✕	13.3K	QoQ -24.73% (-4.4K) YoY -61.21% (-20.9K)	All Managers (Combined)	$339.7K	0.1% ($339.7K/$303.5M)	QoQ -24.40% (-$109.7K) YoY -63.31% (-$586.2K)
CHEVRON CORP(CVXcusip166764100)	1.9K	QoQ +0.05% (+1) YoY +0.90% (+17)	All Managers (Combined)	$317.2K	0.1% ($317.2K/$303.5M)	QoQ +15.54% (+$42.7K) YoY +7.00% (+$20.8K)
Dorman Products, Inc.(DORMcusip258278100)	2.6K	QoQ 0.00% (-0) YoY -16.31% (-500)	All Managers (Combined)	$309.1K	0.1% ($309.1K/$303.5M)	QoQ -6.95% (-$23.1K) YoY +4.64% (-$13.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ 0.00% (-0) YoY +0.83% (+11)	All Managers (Combined)	$280.8K	0.1% ($280.8K/$303.5M)	QoQ -6.25% (-$18.8K) YoY +4.02% (+$10.9K)
(IWVcusip464287689)	876	QoQ +0.22% (-2) YoY NEW(+876)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$303.5M)	QoQ -4.72% (-$13.8K) YoY NEW(+$278.2K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.0K	QoQ +0.38% (+4) YoY -1.42% (-15)	All Managers (Combined)	$251.6K	0.1% ($251.6K/$303.5M)	QoQ +7.59% (+$17.8K) YoY +16.60% (-$35.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	472	QoQ 0.00% (+0) YoY NEW(+472)	All Managers (Combined)	$251.4K	0.1% ($251.4K/$303.5M)	QoQ +17.49% (+$37.4K) YoY NEW(+$251.4K)
ADOBE INC.(ADBEcusip00724F101)	649	QoQ -9.35% (-67) YoY -39.51% (-424)	All Managers (Combined)	$248.9K	0.1% ($248.9K/$303.5M)	QoQ -21.82% (-$69.5K) YoY -54.02% (-$292.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	962	QoQ +0.41% (+4) YoY NEW(+962)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$303.5M)	QoQ +15.28% (+$31.1K) YoY NEW(+$234.7K)
SOUTHERN CO(SOcusip842587107)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$225.6K	0.1% ($225.6K/$303.5M)	QoQ NEW(+$225.6K) YoY NEW(+$225.6K)
ServiceNow, Inc.(NOWcusip81762P102)	283	QoQ -1.73% (-5) YoY NEW(+283)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$303.5M)	QoQ -26.20% (-$80.0K) YoY NEW(+$225.3K)
(VWOcusip922042858)	4.9K	QoQ -19.41% (-1.2K) YoY -46.89% (-4.4K)	All Managers (Combined)	$223.2K	0.1% ($223.2K/$303.5M)	QoQ -17.18% (-$46.3K) YoY -42.46% (-$164.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	626	QoQ 0.00% (+0) YoY NEW(+626)	All Managers (Combined)	$220.7K	0.1% ($220.7K/$303.5M)	QoQ +3.04% (+$6.5K) YoY NEW(+$220.7K)
(IJRcusip464287804)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$214.8K	0.1% ($214.8K/$303.5M)	QoQ -9.24% (-$21.9K) YoY -5.38% (-$12.2K)
Cloudflare, Inc.(NETcusip18915M107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$202.8K	0.1% ($202.8K/$303.5M)	QoQ NEW(+$202.8K) YoY NEW(+$202.8K)