Consolidated-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RJF",
  "FLO",
  "ATR",
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  null,
  "BSX",
  "CSQ",
  "DUK",
  "ESS",
  null,
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  null,
  "ITW",
  "EMR",
  "ICE",
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  "KMI",
  null,
  null,
  "ENSG",
  "MA",
  "BMI",
  "MSFT",
  "MAA",
  "TMUS",
  null,
  "ERIE",
  "EVR",
  "GPC",
  null,
  "NI",
  null,
  "IJR",
  "KLAC",
  "ORCL",
  "PAYX",
  null,
  null,
  "IRT",
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  "PKG",
  "FNDX",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  "RTX",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "TJX",
  "TWLO",
  "UNM",
  "VO",
  "MDU",
  "AB",
  null,
  null,
  "VIG",
  null,
  "RMD",
  "TT",
  "NFG",
  "AFL",
  "APH",
  "FI",
  "WM",
  "GSLC",
  "HWKN",
  "PEG",
  "AMZN",
  "MSI",
  "IVE",
  "LMAT",
  null,
  "RGA",
  null,
  "VUG",
  null,
  "MGK",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WLY",
  "WSM",
  "WMB",
  null,
  null,
  "SCHD",
  "SCHG",
  "JCI",
  "SO",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  "MTUM",
  "DGRO",
  "MCK",
  null,
  "SYF",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "CBT",
  "CASY",
  "CSCO",
  "CME",
  "KO",
  "CCOI",
  "FIX",
  "COST",
  "GLW",
  "CR",
  "DE",
  null,
  "DDS",
  "DFS",
  "DOCU",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 182
Total Value: 726486581
Accession Number: 0001667731-25-000476
Form Type: 13F-HR
CIK: consolidated-planning
Manager Name: Consolidated-Planning

Data Enrichment

81% identified

147 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

182 positions • $726.5M total value

182 positions • $726.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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TWILIO INC

Shares:42.9K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$726.5M)

AUTOMATIC DATA PROCESSING INC

Shares:13.6K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$726.5M)

46434V621

Shares:66.9K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$726.5M)

NISOURCE INC.

Shares:102.2K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$726.5M)

AUTOZONE INC

Shares:1.1K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$726.5M)

PROGRESSIVE CORP/OH/

Shares:14.3K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$726.5M)

T-Mobile US, Inc.

Shares:14.9K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$726.5M)

46137V472

Shares:40.6K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$726.5M)

46137V357

Shares:20.9K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$726.5M)

EMERSON ELECTRIC CO

Shares:32.3K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$726.5M)

CELESTICA INC

Shares:42.6K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$726.5M)

DOCUSIGN, INC.

Shares:39.5K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$726.5M)

46138G649

Shares:16.4K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$726.5M)

69374H360

Shares:101.8K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$726.5M)

JOHN WILEY & SONS, INC.

Shares:67.0K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$726.5M)

464288802

Shares:25.1K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$726.5M)

AMPHENOL CORP /DE/

Shares:42.6K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$726.5M)

808524797

Shares:85.5K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$726.5M)

COCA COLA CO

Shares:32.8K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$726.5M)

CASEYS GENERAL STORES INC

Shares:5.4K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$726.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TWILIO INC(TWLOcusip90138F102)	42.9K	QoQ NEW(+42.9K) YoY NEW(+42.9K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$726.5M)	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$726.5M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(DGROcusip46434V621)	66.9K	QoQ +230.49% (+46.6K) YoY NEW(+66.9K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$726.5M)	QoQ +232.86% (+$2.9M) YoY NEW(+$4.1M)
NISOURCE INC.(NIcusip65473P105)	102.2K	QoQ NEW(+102.2K) YoY NEW(+102.2K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$726.5M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
AUTOZONE INC(AZOcusip053332102)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$726.5M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	14.3K	QoQ +7.75% (+1.0K) YoY NEW(+14.3K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$726.5M)	QoQ +27.27% (+$869.5K) YoY NEW(+$4.1M)
T-Mobile US, Inc.(TMUScusip872590104)	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$726.5M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip46137V472)✕	40.6K	QoQ -0.20% (-84) YoY NEW(+40.6K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$726.5M)	QoQ -7.23% (-$289.8K) YoY NEW(+$3.7M)
(RSPcusip46137V357)	20.9K	QoQ +224.48% (+14.5K) YoY NEW(+20.9K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$726.5M)	QoQ +220.78% (+$2.5M) YoY NEW(+$3.6M)
EMERSON ELECTRIC CO(EMRcusip291011104)	32.3K	QoQ NEW(+32.3K) YoY NEW(+32.3K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$726.5M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
CELESTICA INC(CLScusip15101Q207)	42.6K	QoQ NEW(+42.6K) YoY NEW(+42.6K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$726.5M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
DOCUSIGN, INC.(DOCUcusip256163106)	39.5K	QoQ NEW(+39.5K) YoY NEW(+39.5K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$726.5M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip46138G649)✕	16.4K	QoQ -46.96% (-14.5K) YoY -6.14% (-1.1K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$726.5M)	QoQ -51.35% (-$3.3M) YoY -0.83% (-$26.6K)
(cusip69374H360)✕	101.8K	QoQ NEW(+101.8K) YoY NEW(+101.8K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$726.5M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
JOHN WILEY & SONS, INC.(WLYcusip968223206)	67.0K	QoQ +565.28% (+56.9K) YoY NEW(+67.0K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$726.5M)	QoQ +578.24% (+$2.5M) YoY NEW(+$3.0M)
(cusip464288802)✕	25.1K	QoQ +5.22% (-1.2K) YoY -39.45% (-16.4K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$726.5M)	QoQ -0.59% (-$17.1K) YoY -36.29% (-$1.6M)
AMPHENOL CORP /DE/(APHcusip032095101)	42.6K	QoQ +148.19% (+25.4K) YoY NEW(+42.6K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$726.5M)	QoQ +134.39% (+$1.6M) YoY NEW(+$2.8M)
(SCHDcusip808524797)	85.5K	QoQ +1.29% (+1.1K) YoY +159.01% (-52.5K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$726.5M)	QoQ +3.66% (+$84.5K) YoY -10.18% (-$271.0K)
COCA COLA CO(KOcusip191216100)	32.8K	QoQ -5.73% (-2.0K) YoY +1.97% (+637)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$726.5M)	QoQ +8.43% (-$182.9K) YoY +19.37% (+$381.7K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	5.4K	QoQ +417.09% (+4.3K) YoY NEW(+5.4K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$726.5M)	QoQ +466.41% (+$1.9M) YoY NEW(+$2.3M)