Maripau-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AVGO",
  "LOW",
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  null,
  "MSFT",
  "MS",
  null,
  "GE",
  null,
  "EFG",
  "VHT",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LMT",
  "PG",
  "MSTR",
  "IEFA",
  null,
  "ROP",
  "GLD",
  null,
  "SPLG",
  "STLD",
  "SYK",
  "CI",
  "BIV",
  "VWO",
  null,
  null,
  null,
  "VCIT",
  null,
  "VYM",
  "AON",
  "F",
  null,
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  null,
  "VGLT",
  "BNDX",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "SO",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "ESGU",
  null,
  "BRK-B",
  null,
  "BR",
  "CHE",
  "CVX",
  "CPRT",
  "COST",
  "FANG",
  "RSP",
  "USMV",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 134
Total Value: 174250691
Accession Number: 0001890698-25-000002
Form Type: 13F-HR
CIK: maripau-wealth-management
Manager Name: Maripau-Wealth-Management

Data Enrichment

59% identified

79 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $174.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$174.3M)

808524839

Shares:44.6K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$174.3M)

464287432

Shares:10.3K

Value:$940.5K

% of Portfolio:0.5% ($940.5K/$174.3M)

464287408

IVE|464287408

Shares:4.9K

Value:$937.8K

% of Portfolio:0.5% ($937.8K/$174.3M)

92203J407

BNDX|92203J407

Shares:18.7K

Value:$915.0K

% of Portfolio:0.5% ($915.0K/$174.3M)

808524797

SCHD|808524797

Shares:31.9K

Value:$893.1K

% of Portfolio:0.5% ($893.1K/$174.3M)

921937827

BSV|921937827

Shares:11.1K

Value:$872.5K

% of Portfolio:0.5% ($872.5K/$174.3M)

316092113

Shares:27.0K

Value:$842.0K

% of Portfolio:0.5% ($842.0K/$174.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.7K

Value:$804.3K

% of Portfolio:0.5% ($804.3K/$174.3M)

922908769

VTI|922908769

Shares:2.9K

Value:$803.4K

% of Portfolio:0.5% ($803.4K/$174.3M)

46429B697

USMV|46429B697

Shares:8.5K

Value:$800.5K

% of Portfolio:0.5% ($800.5K/$174.3M)

30151E715

Shares:31.5K

Value:$781.8K

% of Portfolio:0.4% ($781.8K/$174.3M)

46429B747

Shares:7.5K

Value:$772.9K

% of Portfolio:0.4% ($772.9K/$174.3M)

92204A702

VGT|92204A702

Shares:1.3K

Value:$719.9K

% of Portfolio:0.4% ($719.9K/$174.3M)

92206C847

VGLT|92206C847

Shares:12.3K

Value:$707.6K

% of Portfolio:0.4% ($707.6K/$174.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.4K

Value:$700.3K

% of Portfolio:0.4% ($700.3K/$174.3M)

464287721

Shares:4.9K

Value:$689.0K

% of Portfolio:0.4% ($689.0K/$174.3M)

46434G103

IEMG|46434G103

Shares:12.5K

Value:$672.0K

% of Portfolio:0.4% ($672.0K/$174.3M)

92206C771

Shares:14.0K

Value:$646.6K

% of Portfolio:0.4% ($646.6K/$174.3M)

092528603

Shares:12.3K

Value:$642.3K

% of Portfolio:0.4% ($642.3K/$174.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ +39.59% (+512) YoY +6.48% (+110)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$174.3M)	QoQ +37.36% (+$282.9K) YoY +26.36% (+$217.0K)
(cusip808524839)✕	44.6K	QoQ -17.22% (-9.3K) YoY +18.89% (-7.1K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$174.3M)	QoQ -15.54% (-$190.0K) YoY -40.13% (-$692.0K)
(cusip464287432)✕	10.3K	QoQ -19.11% (-2.4K) YoY -67.24% (-21.2K)	All Managers (Combined)	$940.5K	0.5% ($940.5K/$174.3M)	QoQ -15.68% (-$174.9K) YoY -68.48% (-$2.0M)
(IVEcusip464287408)	4.9K	QoQ -9.27% (-503) YoY -46.13% (-4.2K)	All Managers (Combined)	$937.8K	0.5% ($937.8K/$174.3M)	QoQ -9.41% (-$97.4K) YoY -45.04% (-$768.7K)
(BNDXcusip92203J407)	18.7K	QoQ -10.91% (-2.3K) YoY -36.14% (-10.6K)	All Managers (Combined)	$915.0K	0.5% ($915.0K/$174.3M)	QoQ -11.33% (-$116.9K) YoY -36.62% (-$528.8K)
(SCHDcusip808524797)	31.9K	QoQ +33.82% (+8.1K) YoY +410.15% (+25.7K)	All Managers (Combined)	$893.1K	0.5% ($893.1K/$174.3M)	QoQ +36.95% (+$241.0K) YoY +76.91% (+$388.3K)
(BSVcusip921937827)	11.1K	QoQ -10.86% (-1.4K) YoY -36.07% (-6.3K)	All Managers (Combined)	$872.5K	0.5% ($872.5K/$174.3M)	QoQ -9.70% (-$93.7K) YoY -34.73% (-$464.3K)
(cusip316092113)✕	27.0K	QoQ +27.83% (+5.9K) YoY NEW(+27.0K)	All Managers (Combined)	$842.0K	0.5% ($842.0K/$174.3M)	QoQ +21.07% (+$146.6K) YoY NEW(+$842.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.7K	QoQ +16.29% (+240) YoY -27.26% (-642)	All Managers (Combined)	$804.3K	0.5% ($804.3K/$174.3M)	QoQ +6.82% (+$51.4K) YoY -23.09% (-$241.5K)
(VTIcusip922908769)	2.9K	QoQ +28.70% (+652) YoY NEW(+2.9K)	All Managers (Combined)	$803.4K	0.5% ($803.4K/$174.3M)	QoQ +22.08% (+$145.3K) YoY NEW(+$803.4K)
(USMVcusip46429B697)	8.5K	QoQ +31.51% (+2.0K) YoY +3.82% (+315)	All Managers (Combined)	$800.5K	0.5% ($800.5K/$174.3M)	QoQ +38.71% (+$223.4K) YoY +16.34% (+$112.5K)
(cusip30151E715)✕	31.5K	QoQ -1.11% (-355) YoY -7.94% (-2.7K)	All Managers (Combined)	$781.8K	0.4% ($781.8K/$174.3M)	QoQ +0.49% (-$3.8K) YoY -5.77% (-$47.9K)
(cusip46429B747)✕	7.5K	QoQ +10.22% (+693) YoY NEW(+7.5K)	All Managers (Combined)	$772.9K	0.4% ($772.9K/$174.3M)	QoQ +13.36% (+$91.1K) YoY NEW(+$772.9K)
(VGTcusip92204A702)	1.3K	QoQ +10.21% (-123) YoY +166.46% (+829)	All Managers (Combined)	$719.9K	0.4% ($719.9K/$174.3M)	QoQ -3.83% (-$28.7K) YoY +175.79% (+$458.9K)
(VGLTcusip92206C847)	12.3K	QoQ +25.44% (+2.5K) YoY NEW(+12.3K)	All Managers (Combined)	$707.6K	0.4% ($707.6K/$174.3M)	QoQ +30.55% (+$165.6K) YoY NEW(+$707.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.4K	QoQ +116.96% (+1.3K) YoY +25.90% (+500)	All Managers (Combined)	$700.3K	0.4% ($700.3K/$174.3M)	QoQ +158.13% (+$429.0K) YoY +76.38% (+$303.3K)
(cusip464287721)✕	4.9K	QoQ -11.90% (-663) YoY -56.24% (-6.3K)	All Managers (Combined)	$689.0K	0.4% ($689.0K/$174.3M)	QoQ -22.44% (-$199.4K) YoY -54.50% (-$825.3K)
(IEMGcusip46434G103)	12.5K	QoQ -15.87% (-2.4K) YoY -57.56% (-16.9K)	All Managers (Combined)	$672.0K	0.4% ($672.0K/$174.3M)	QoQ -13.05% (-$100.9K) YoY -55.61% (-$842.0K)
(cusip92206C771)✕	14.0K	QoQ -9.75% (-1.5K) YoY -34.77% (-7.4K)	All Managers (Combined)	$646.6K	0.4% ($646.6K/$174.3M)	QoQ -7.82% (-$54.9K) YoY -33.77% (-$329.8K)
(cusip092528603)✕	12.3K	QoQ -14.61% (-2.1K) YoY +9.48% (+1.1K)	All Managers (Combined)	$642.3K	0.4% ($642.3K/$174.3M)	QoQ -14.01% (-$104.7K) YoY +9.32% (+$54.8K)