Lifesteps-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "GOOGL", "ASML", "CAT", "AVGO", "SFBS", "OXSQ", "HD", "MCD", "INTU", null, "QCOM", "ITW", "EMR", "META", "IVW", "IJH", "MA", "MSFT", "GE", "IJR", "ORCL", "VHT", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "PG", "VZ", "JPC", "AMGN", "SCHX", null, null, "IBM", "UBER", "TSCO", "VYM", "SDY", "GNLX", "NVO", "AMZN", "SCHB", null, null, null, "USB", "VUG", "MGK", "VOO", "VTV", "V", "WMT", "WFC", "SCHD", "SCHG", null, "SCHA", "MTUM", "KMB", "ADP", "BRK-B", "CVX", "CSCO", "KO", "COST", "USMV", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 82
- Total Value
- 123310297
- Accession Number
- 0001801373-25-000003
- Form Type
- 13F-HR
- Manager Name
- Lifesteps-Financial
Data Enrichment
91% identified75 identified7 unidentified
Holdings
82 positions • $123.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
11.5K | All Managers (Combined) | $91.7K | 0.1% ($91.7K/$123.3M) | |||
10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $26.1K | 0.0% ($26.1K/$123.3M) | YoY NEW(+$26.1K) |