Buska-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "T",
  null,
  "CLM",
  "PDI",
  null,
  "EVF",
  null,
  "GOF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "OXLC",
  null,
  null,
  "MSFT",
  "VGIT",
  null,
  null,
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  null,
  null,
  "SPYG",
  null,
  "VCIT",
  "VIG",
  "VYM",
  null,
  "TT",
  "WEC",
  "WM",
  null,
  "VYMI",
  null,
  "VOO",
  "VTV",
  "XEL",
  "SCHD",
  "CVX",
  "KO",
  "QQQ",
  "XOM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 64
Total Value: 319107424
Accession Number: 0001910503-25-000008
Form Type: 13F-HR
CIK: buska-wealth-management
Manager Name: Buska-Wealth-Management

Data Enrichment

50% identified

32 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $319.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:95.9K

Value:$53.9M

% of Portfolio:16.9% ($53.9M/$319.1M)

921908844

VIG|921908844

Shares:231.8K

Value:$45.0M

% of Portfolio:14.1% ($45.0M/$319.1M)

78464A409

SPYG|78464A409

Shares:441.4K

Value:$35.5M

% of Portfolio:11.1% ($35.5M/$319.1M)

921946406

VYM|921946406

Shares:267.4K

Value:$34.5M

% of Portfolio:10.8% ($34.5M/$319.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:33.9K

Value:$15.9M

% of Portfolio:5.0% ($15.9M/$319.1M)

45782C573

Shares:292.8K

Value:$10.9M

% of Portfolio:3.4% ($10.9M/$319.1M)

81369Y506

Shares:106.6K

Value:$10.0M

% of Portfolio:3.1% ($10.0M/$319.1M)

78464A631

Shares:58.3K

Value:$9.4M

% of Portfolio:2.9% ($9.4M/$319.1M)

78468R200

Shares:296.8K

Value:$9.1M

% of Portfolio:2.9% ($9.1M/$319.1M)

316092709

Shares:133.0K

Value:$9.1M

% of Portfolio:2.9% ($9.1M/$319.1M)

46429B655

Shares:177.1K

Value:$9.0M

% of Portfolio:2.8% ($9.0M/$319.1M)

92206C706

VGIT|92206C706

Shares:134.9K

Value:$8.0M

% of Portfolio:2.5% ($8.0M/$319.1M)

92206C870

VCIT|92206C870

Shares:74.1K

Value:$6.1M

% of Portfolio:1.9% ($6.1M/$319.1M)

464288513

Shares:75.2K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$319.1M)

81369Y803

XLK|81369Y803

Shares:28.7K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$319.1M)

33734X846

Shares:83.7K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$319.1M)

45782C581

Shares:135.9K

Value:$5.2M

% of Portfolio:1.6% ($5.2M/$319.1M)

92204A801

Shares:27.1K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$319.1M)

45783Y814

Shares:108.3K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$319.1M)

464288646

Shares:51.3K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$319.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	95.9K	QoQ +2.41% (-2.3K) YoY +26.90% (+20.3K)	All Managers (Combined)	$53.9M	16.9% ($53.9M/$319.1M)	QoQ -2.24% (-$1.2M) YoY +35.63% (+$14.2M)
(VIGcusip921908844)	231.8K	QoQ +2.16% (+4.9K) YoY +24.86% (+46.2K)	All Managers (Combined)	$45.0M	14.1% ($45.0M/$319.1M)	QoQ +1.20% (+$534.8K) YoY +32.65% (+$11.1M)
(SPYGcusip78464A409)	441.4K	QoQ +3.62% (-15.4K) YoY +27.79% (+96.0K)	All Managers (Combined)	$35.5M	11.1% ($35.5M/$319.1M)	QoQ -5.25% (-$2.0M) YoY +40.40% (+$10.2M)
(VYMcusip921946406)	267.4K	QoQ +6.34% (+16.0K) YoY +48.74% (+87.6K)	All Managers (Combined)	$34.5M	10.8% ($34.5M/$319.1M)	QoQ +7.49% (+$2.4M) YoY +58.54% (+$12.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	33.9K	QoQ +8.32% (-2.6K) YoY +28.79% (+7.6K)	All Managers (Combined)	$15.9M	5.0% ($15.9M/$319.1M)	QoQ -0.63% (-$102.0K) YoY +36.02% (+$4.2M)
(cusip45782C573)✕	292.8K	QoQ -2.67% (-8.1K) YoY +4.26% (+12.0K)	All Managers (Combined)	$10.9M	3.4% ($10.9M/$319.1M)	QoQ -4.36% (-$497.1K) YoY +9.16% (+$915.2K)
(cusip81369Y506)✕	106.6K	QoQ +3.96% (+4.1K) YoY +30.58% (+25.0K)	All Managers (Combined)	$10.0M	3.1% ($10.0M/$319.1M)	QoQ +13.42% (+$1.2M) YoY +29.25% (+$2.3M)
(cusip78464A631)✕	58.3K	QoQ -6.52% (-4.1K) YoY +42.24% (+17.3K)	All Managers (Combined)	$9.4M	2.9% ($9.4M/$319.1M)	QoQ -9.41% (-$973.1K) YoY +62.67% (+$3.6M)
(cusip78468R200)✕	296.8K	QoQ +12.47% (+32.9K) YoY +113.16% (+157.6K)	All Managers (Combined)	$9.1M	2.9% ($9.1M/$319.1M)	QoQ +12.80% (+$1.0M) YoY +113.09% (+$4.9M)
(cusip316092709)✕	133.0K	QoQ +1.53% (-2.0K) YoY +66.71% (+53.2K)	All Managers (Combined)	$9.1M	2.9% ($9.1M/$319.1M)	QoQ -1.12% (-$103.4K) YoY +68.34% (+$3.7M)
(cusip46429B655)✕	177.1K	QoQ +12.62% (+19.9K) YoY +119.71% (+96.5K)	All Managers (Combined)	$9.0M	2.8% ($9.0M/$319.1M)	QoQ +13.00% (+$1.0M) YoY +119.67% (+$4.9M)
(VGITcusip92206C706)	134.9K	QoQ +16.64% (+19.3K) YoY +198.31% (+89.7K)	All Managers (Combined)	$8.0M	2.5% ($8.0M/$319.1M)	QoQ +19.46% (+$1.3M) YoY +202.65% (+$5.4M)
(VCITcusip92206C870)	74.1K	QoQ +16.27% (+10.4K) YoY +195.13% (+49.0K)	All Managers (Combined)	$6.1M	1.9% ($6.1M/$319.1M)	QoQ +18.43% (+$942.9K) YoY +199.72% (+$4.0M)
(cusip464288513)✕	75.2K	QoQ +16.54% (+10.7K) YoY +198.02% (+50.0K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$319.1M)	QoQ +16.90% (+$857.8K) YoY +202.47% (+$4.0M)
(XLKcusip81369Y803)	28.7K	QoQ -12.88% (-4.2K) YoY -17.53% (-6.1K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$319.1M)	QoQ -22.63% (-$1.7M) YoY -18.24% (-$1.3M)
(cusip33734X846)✕	83.7K	QoQ +16.22% (+11.7K) YoY -10.03% (-9.3K)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$319.1M)	QoQ +15.39% (+$703.6K) YoY +0.50% (-$26.7K)
(cusip45782C581)✕	135.9K	QoQ -4.47% (-6.4K) YoY -1.31% (-1.8K)	All Managers (Combined)	$5.2M	1.6% ($5.2M/$319.1M)	QoQ -7.10% (-$396.9K) YoY +3.30% (-$165.9K)
(cusip92204A801)✕	27.1K	QoQ -14.77% (-4.7K) YoY +6.53% (-1.7K)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$319.1M)	QoQ -14.33% (-$857.6K) YoY -1.60% (-$83.6K)
(cusip45783Y814)✕	108.3K	QoQ -0.99% (-1.1K) YoY -25.32% (-36.7K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$319.1M)	QoQ -2.80% (-$137.7K) YoY -21.11% (-$1.3M)
(cusip464288646)✕	51.3K	QoQ +33.50% (+12.9K) YoY NEW(+51.3K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$319.1M)	QoQ +35.24% (+$700.0K) YoY NEW(+$2.7M)