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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 10

Sort by:

464287507

IJH|464287507

Shares:13.7K

Value:$798.6K

% of Portfolio:0.1% ($798.6K/$726.5M)

97717W505

Shares:16.0K

Value:$790.8K

% of Portfolio:0.1% ($790.8K/$726.5M)

CABOT CORP

CBT|127055101

Shares:9.4K

Value:$784.1K

% of Portfolio:0.1% ($784.1K/$726.5M)

GENUINE PARTS CO

GPC|372460105

Shares:6.3K

Value:$751.7K

% of Portfolio:0.1% ($751.7K/$726.5M)

MCDONALDS CORP

MCD|580135101

Shares:2.4K

Value:$746.6K

% of Portfolio:0.1% ($746.6K/$726.5M)

81369Y506

Shares:7.8K

Value:$731.5K

% of Portfolio:0.1% ($731.5K/$726.5M)

VISA INC.

V|92826C839

Shares:2.1K

Value:$719.8K

% of Portfolio:0.1% ($719.8K/$726.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.4K

Value:$714.9K

% of Portfolio:0.1% ($714.9K/$726.5M)

HAWKINS INC

HWKN|420261109

Shares:6.4K

Value:$679.5K

% of Portfolio:0.1% ($679.5K/$726.5M)

41151J885

Shares:25.5K

Value:$676.0K

% of Portfolio:0.1% ($676.0K/$726.5M)

922908769

VTI|922908769

Shares:2.3K

Value:$644.4K

% of Portfolio:0.1% ($644.4K/$726.5M)

46432F842

IEFA|46432F842

Shares:8.4K

Value:$639.0K

% of Portfolio:0.1% ($639.0K/$726.5M)

464287150

ITOT|464287150

Shares:4.7K

Value:$576.3K

% of Portfolio:0.1% ($576.3K/$726.5M)

46137V837

Shares:4.8K

Value:$481.4K

% of Portfolio:0.1% ($481.4K/$726.5M)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$479.2K

% of Portfolio:0.1% ($479.2K/$726.5M)

922908629

VO|922908629

Shares:1.7K

Value:$438.4K

% of Portfolio:0.1% ($438.4K/$726.5M)

464287465

EFA|464287465

Shares:5.3K

Value:$434.7K

% of Portfolio:0.1% ($434.7K/$726.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.8K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$726.5M)

464287200

IVV|464287200

Shares:723

Value:$406.3K

% of Portfolio:0.1% ($406.3K/$726.5M)

78464A854

SPLG|78464A854

Shares:5.9K

Value:$390.7K

% of Portfolio:0.1% ($390.7K/$726.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	13.7K	QoQ +1.89% (-255) YoY -66.82% (-27.6K)	All Managers (Combined)	$798.6K	0.1% ($798.6K/$726.5M)	QoQ -4.57% (-$38.3K) YoY -68.13% (-$1.7M)
(cusip97717W505)✕	16.0K	QoQ +2.96% (+460) YoY -12.05% (-2.2K)	All Managers (Combined)	$790.8K	0.1% ($790.8K/$726.5M)	QoQ +0.03% (+$253) YoY -10.70% (-$94.9K)
CABOT CORP(CBTcusip127055101)	9.4K	QoQ +80.42% (+4.2K) YoY NEW(+9.4K)	All Managers (Combined)	$784.1K	0.1% ($784.1K/$726.5M)	QoQ +64.27% (+$306.8K) YoY NEW(+$784.1K)
GENUINE PARTS CO(GPCcusip372460105)	6.3K	QoQ -15.65% (-1.2K) YoY -0.89% (-57)	All Managers (Combined)	$751.7K	0.1% ($751.7K/$726.5M)	QoQ -13.93% (-$121.7K) YoY -23.78% (-$234.6K)
MCDONALDS CORP(MCDcusip580135101)	2.4K	QoQ -8.04% (-209) YoY -22.09% (-678)	All Managers (Combined)	$746.6K	0.1% ($746.6K/$726.5M)	QoQ -0.89% (-$6.8K) YoY -13.69% (-$118.5K)
(cusip81369Y506)✕	7.8K	QoQ -1.89% (-151) YoY -4.69% (-386)	All Managers (Combined)	$731.5K	0.1% ($731.5K/$726.5M)	QoQ +7.04% (-$48.1K) YoY -5.65% (-$43.9K)
VISA INC.(Vcusip92826C839)	2.1K	QoQ -3.38% (-72) YoY -80.83% (-8.7K)	All Managers (Combined)	$719.8K	0.1% ($719.8K/$726.5M)	QoQ +7.13% (-$47.9K) YoY -75.93% (-$2.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.4K	QoQ -30.32% (-594) YoY -36.86% (-797)	All Managers (Combined)	$714.9K	0.1% ($714.9K/$726.5M)	QoQ -27.85% (-$276.1K) YoY -33.15% (-$354.6K)
HAWKINS INC(HWKNcusip420261109)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$679.5K	0.1% ($679.5K/$726.5M)	QoQ NEW(+$679.5K) YoY NEW(+$679.5K)
(cusip41151J885)✕	25.5K	QoQ +25.40% (+5.2K) YoY NEW(+25.5K)	All Managers (Combined)	$676.0K	0.1% ($676.0K/$726.5M)	QoQ +28.72% (+$150.8K) YoY NEW(+$676.0K)
(VTIcusip922908769)	2.3K	QoQ +3.07% (-70) YoY -6.12% (-153)	All Managers (Combined)	$644.4K	0.1% ($644.4K/$726.5M)	QoQ -2.27% (-$15.0K) YoY -0.72% (-$4.7K)
(IEFAcusip46432F842)	8.4K	QoQ -2.79% (-243) YoY -84.52% (-46.1K)	All Managers (Combined)	$639.0K	0.1% ($639.0K/$726.5M)	QoQ +4.63% (-$28.3K) YoY -84.22% (-$3.4M)
(ITOTcusip464287150)	4.7K	QoQ -81.17% (-20.4K) YoY -83.23% (-23.5K)	All Managers (Combined)	$576.3K	0.1% ($576.3K/$726.5M)	QoQ -82.14% (-$2.7M) YoY -82.26% (-$2.7M)
(cusip46137V837)✕	4.8K	QoQ 0.00% (-0) YoY +9.06% (+400)	All Managers (Combined)	$481.4K	0.1% ($481.4K/$726.5M)	QoQ -7.09% (-$36.7K) YoY +10.38% (+$45.3K)
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ -7.86% (-273) YoY -13.38% (-494)	All Managers (Combined)	$479.2K	0.1% ($479.2K/$726.5M)	QoQ -9.17% (-$48.4K) YoY -25.80% (-$166.7K)
(VOcusip922908629)	1.7K	QoQ -1.28% (-22) YoY -84.15% (-9.0K)	All Managers (Combined)	$438.4K	0.1% ($438.4K/$726.5M)	QoQ -3.34% (-$15.2K) YoY -83.59% (-$2.2M)
(EFAcusip464287465)	5.3K	QoQ +1.12% (+59) YoY +77.71% (+2.3K)	All Managers (Combined)	$434.7K	0.1% ($434.7K/$726.5M)	QoQ +9.30% (+$37.0K) YoY +81.87% (+$195.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.8K	QoQ -0.08% (-4) YoY -89.35% (-39.9K)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$726.5M)	QoQ -9.84% (-$46.6K) YoY -92.76% (-$5.5M)
(IVVcusip464287200)	723	QoQ 0.00% (-0) YoY -30.61% (-319)	All Managers (Combined)	$406.3K	0.1% ($406.3K/$726.5M)	QoQ -4.54% (-$19.4K) YoY -25.84% (-$141.6K)
(SPLGcusip78464A854)	5.9K	QoQ 0.00% (-0) YoY NEW(+5.9K)	All Managers (Combined)	$390.7K	0.1% ($390.7K/$726.5M)	QoQ -4.61% (-$18.9K) YoY NEW(+$390.7K)