Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 615
Total Value: 409329124
Accession Number: 0001398344-25-009151
Form Type: 13F-HR
CIK: founders-financial-alliance
Manager Name: Founders-Financial-Alliance

Data Enrichment

54% identified

335 identified280 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

615 positions • $409.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 27 of 31

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921937835

BND|921937835

Shares:131

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$409.3M)

464288661

Shares:81

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$409.3M)

92189H870

Shares:95

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$409.3M)

37950E333

Shares:1.0K

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$409.3M)

464287630

IWN|464287630

Shares:60

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$409.3M)

464287192

Shares:138

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$409.3M)

922908595

VBK|922908595

Shares:35

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$409.3M)

46137V217

Shares:192

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$409.3M)

92206C706

VGIT|92206C706

Shares:138

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$409.3M)

46432F875

Shares:400

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$409.3M)

464287572

Shares:81

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$409.3M)

37954Y673

Shares:204

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$409.3M)

46137V373

Shares:242

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$409.3M)

464287309

IVW|464287309

Shares:80

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$409.3M)

78464A359

Shares:96

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$409.3M)

464288638

Shares:130

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$409.3M)

464287556

Shares:53

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$409.3M)

464287549

Shares:73

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$409.3M)

464288372

Shares:116

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$409.3M)

33733E500

Shares:216

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	131	QoQ -50.00% (-131) YoY -68.88% (-290)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$409.3M)	QoQ -48.88% (-$9.2K) YoY -68.50% (-$20.9K)
(cusip464288661)✕	81	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$409.3M)	QoQ +2.23% (+$209) YoY +2.00% (+$188)
(cusip92189H870)✕	95	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$409.3M)	QoQ +6.31% (+$564) YoY +30.09% (+$2.2K)
(cusip37950E333)✕	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.3K	0.0% ($9.3K/$409.3M)	QoQ -3.17% (-$306) YoY -5.22% (-$514)
(IWNcusip464287630)	60	QoQ -4.76% (-3) YoY -4.76% (-3)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$409.3M)	QoQ -12.39% (-$1.3K) YoY -9.42% (-$947)
(cusip464287192)✕	138	QoQ 0.00% (-0) YoY -59.53% (-203)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$409.3M)	QoQ -5.15% (-$480) YoY -63.23% (-$15.2K)
(VBKcusip922908595)	35	QoQ -7.89% (-3) YoY -72.00% (-90)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$409.3M)	QoQ -17.32% (-$1.8K) YoY -72.97% (-$23.8K)
(cusip46137V217)✕	192	QoQ 0.00% (-0) YoY +0.52% (-1)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$409.3M)	QoQ -9.40% (-$873) YoY -13.28% (-$1.3K)
(VGITcusip92206C706)	138	QoQ +126.22% (+77) YoY NEW(+138)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$409.3M)	QoQ +131.68% (+$4.7K) YoY NEW(+$8.2K)
(cusip46432F875)✕	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$409.3M)	QoQ +3.08% (+$240) YoY +0.75% (+$60)
(cusip464287572)✕	81	QoQ 0.00% (-0) YoY NEW(+81)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$409.3M)	QoQ -4.44% (-$362) YoY NEW(+$7.8K)
(cusip37954Y673)✕	204	QoQ -80.40% (-837) YoY -80.40% (-837)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$409.3M)	QoQ -81.70% (-$34.4K) YoY -81.42% (-$33.7K)
(cusip46137V373)✕	242	QoQ 0.00% (+0) YoY NEW(+242)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$409.3M)	QoQ +2.38% (+$174) YoY NEW(+$7.5K)
(IVWcusip464287309)	80	QoQ -96.42% (-2.2K) YoY -95.71% (-1.8K)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$409.3M)	QoQ -96.73% (-$220.0K) YoY -95.28% (-$150.1K)
(cusip78464A359)✕	96	QoQ 0.00% (-0) YoY +1.05% (+1)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$409.3M)	QoQ -1.31% (-$98) YoY +6.03% (+$419)
(cusip464288638)✕	130	QoQ -40.90% (-90) YoY -89.13% (-1.1K)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$409.3M)	QoQ -39.74% (-$4.5K) YoY -88.93% (-$54.9K)
(cusip464287556)✕	53	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$409.3M)	QoQ -3.22% (-$227) YoY -6.68% (-$488)
(cusip464287549)✕	73	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$409.3M)	QoQ -11.13% (-$830) YoY +5.46% (+$343)
(cusip464288372)✕	116	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$409.3M)	QoQ +4.56% (+$277) YoY +14.79% (+$817)
(cusip33733E500)✕	216	QoQ 0.00% (-0) YoY +0.46% (-1)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$409.3M)	QoQ -15.60% (-$1.1K) YoY -17.16% (-$1.3K)