Dopkins-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", "ADBE", "GLTR", null, null, "AVEM", null, null, null, null, null, null, null, null, "GSIE", "META", null, "IJH", null, "ABAT", "PYN", "MSFT", "GE", "IJR", "ORCL", null, null, "VGIT", "VHT", "PEP", "IEMG", null, "AAPL", "SPY", null, "NVDA", "PG", null, null, "GLD", "BIV", "VNQ", null, null, null, null, null, "PNI", null, "RYAN", "GSLC", "AMZN", null, null, null, null, "VUG", "VNQI", "MGK", "VOOG", "VBK", "VBR", "VOT", "BSV", "VTV", null, null, null, "MTB", "MTUM", "GEV", "CVX", "DVA", null, null, null, "DFAX", "DFAC", "IJJ", "QQQ", "XOM", "XLK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 84
- Total Value
- 196705837
- Accession Number
- 0001904152-25-000002
- Form Type
- 13F-HR
- Manager Name
- Dopkins-Wealth-Management
Data Enrichment
60% identified50 identified34 unidentified
Holdings
84 positions • $196.7M total value
Manager:
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Page 5 of 5
Shares:15.6K
Value:$110.3K
% of Portfolio:0.1% ($110.3K/$196.7M)
Shares:16.6K
Value:$93.5K
% of Portfolio:0.0% ($93.5K/$196.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.2K | All Managers (Combined) | $202.1K | 0.1% ($202.1K/$196.7M) | |||
| 15.6K | All Managers (Combined) | $110.3K | 0.1% ($110.3K/$196.7M) | |||
| 16.6K | All Managers (Combined) | $93.5K | 0.0% ($93.5K/$196.7M) | |||
| 50.0K | QoQ 0.00% (-0) | All Managers (Combined) | $51.5K | 0.0% ($51.5K/$196.7M) |