Greenspring-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ACN",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  null,
  "T",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  null,
  "AVEM",
  "COF",
  null,
  "PL",
  "LWLG",
  "ACNB",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "NB.TO",
  "IJH",
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IWD",
  "ORCL",
  null,
  "VGIT",
  "IWF",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "PG",
  null,
  "AMGN",
  "DGX",
  null,
  "SPGI",
  null,
  null,
  "TXN",
  "VO",
  "VV",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "TT",
  "AON",
  "FI",
  "AMZN",
  null,
  null,
  null,
  "ESGV",
  "VUG",
  "VNQI",
  null,
  "BNDX",
  "BND",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  "KO",
  "COST",
  "DHR",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 99
Total Value: 421527652
Accession Number: 0001667731-25-000425
Form Type: 13F-HR
CIK: greenspring-advisors
Manager Name: Greenspring-Advisors

Data Enrichment

59% identified

58 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $421.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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025072877

Shares:18.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$421.5M)

46435G672

Shares:31.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$421.5M)

464288158

Shares:14.6K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$421.5M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:15.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$421.5M)

808524870

Shares:52.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$421.5M)

464288414

MUB|464288414

Shares:13.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$421.5M)

92203J407

BNDX|92203J407

Shares:26.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$421.5M)

25434V724

Shares:31.5K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$421.5M)

46435G326

Shares:18.7K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$421.5M)

464287200

IVV|464287200

Shares:2.2K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$421.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$421.5M)

46434V647

Shares:46.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$421.5M)

25434V807

Shares:27.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$421.5M)

921908844

VIG|921908844

Shares:4.9K

Value:$950.3K

% of Portfolio:0.2% ($950.3K/$421.5M)

AMAZON COM INC

AMZN|023135106

Shares:4.8K

Value:$905.1K

% of Portfolio:0.2% ($905.1K/$421.5M)

025072372

Shares:18.9K

Value:$893.3K

% of Portfolio:0.2% ($893.3K/$421.5M)

25434V203

Shares:26.4K

Value:$824.7K

% of Portfolio:0.2% ($824.7K/$421.5M)

025072802

Shares:11.6K

Value:$810.7K

% of Portfolio:0.2% ($810.7K/$421.5M)

921910733

ESGV|921910733

Shares:8.2K

Value:$803.0K

% of Portfolio:0.2% ($803.0K/$421.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$421.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072877)✕	18.6K	QoQ +13.58% (+2.2K) YoY +75.18% (+8.0K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$421.5M)	QoQ +2.56% (+$40.6K) YoY +62.95% (+$627.0K)
(cusip46435G672)✕	31.1K	QoQ +20.98% (+5.4K) YoY +5.70% (+1.7K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$421.5M)	QoQ +21.15% (+$271.5K) YoY +5.78% (+$85.1K)
(cusip464288158)✕	14.6K	QoQ 0.00% (+0) YoY +4.32% (+606)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$421.5M)	QoQ +0.11% (+$1.8K) YoY +5.19% (+$76.2K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	15.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$421.5M)	QoQ -18.76% (-$327.3K) YoY -24.64% (-$463.6K)
(cusip808524870)✕	52.0K	QoQ +0.19% (+101) YoY NEW(+52.0K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$421.5M)	QoQ +4.30% (+$57.7K) YoY NEW(+$1.4M)
(MUBcusip464288414)	13.1K	QoQ -16.70% (-2.6K) YoY -34.53% (-6.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$421.5M)	QoQ -17.56% (-$294.3K) YoY -35.84% (-$771.6K)
(BNDXcusip92203J407)	26.9K	QoQ +30.60% (+6.3K) YoY +523.33% (+22.6K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$421.5M)	QoQ +29.98% (+$303.0K) YoY +518.63% (+$1.1M)
(cusip25434V724)✕	31.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$421.5M)	QoQ +0.70% (+$9.1K) YoY +0.75% (+$9.8K)
(cusip46435G326)✕	18.7K	QoQ 0.00% (+0) YoY -31.86% (-8.8K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$421.5M)	QoQ +6.85% (+$82.8K) YoY -30.07% (-$554.7K)
(IVVcusip464287200)	2.2K	QoQ -2.81% (-65) YoY -10.82% (-272)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$421.5M)	QoQ -7.23% (-$98.3K) YoY -4.68% (-$61.9K)
ELI LILLY & Co(LLYcusip532457108)	1.5K	QoQ +20.16% (+250) YoY +14.61% (+190)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$421.5M)	QoQ +28.55% (+$273.3K) YoY +21.67% (+$219.3K)
(cusip46434V647)✕	46.1K	QoQ +21.98% (+8.3K) YoY +6.81% (+2.9K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$421.5M)	QoQ +23.46% (+$212.7K) YoY +9.43% (+$96.5K)
(cusip25434V807)✕	27.6K	QoQ +33.53% (+6.9K) YoY +371.98% (+21.8K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$421.5M)	QoQ +48.13% (+$353.1K) YoY +405.50% (+$871.8K)
(VIGcusip921908844)	4.9K	QoQ -17.48% (-1.0K) YoY -21.02% (-1.3K)	All Managers (Combined)	$950.3K	0.2% ($950.3K/$421.5M)	QoQ -18.25% (-$212.3K) YoY -16.10% (-$182.4K)
AMAZON COM INC(AMZNcusip023135106)	4.8K	QoQ -35.57% (-2.6K) YoY +22.79% (+883)	All Managers (Combined)	$905.1K	0.2% ($905.1K/$421.5M)	QoQ -44.12% (-$714.9K) YoY +29.52% (+$206.3K)
(cusip025072372)✕	18.9K	QoQ +3.14% (+578) YoY +83.16% (+8.6K)	All Managers (Combined)	$893.3K	0.2% ($893.3K/$421.5M)	QoQ +5.29% (+$44.9K) YoY +82.27% (+$403.2K)
(cusip25434V203)✕	26.4K	QoQ 0.00% (+0) YoY +5.40% (+1.4K)	All Managers (Combined)	$824.7K	0.2% ($824.7K/$421.5M)	QoQ +6.95% (+$53.6K) YoY +8.92% (+$67.6K)
(cusip025072802)✕	11.6K	QoQ +54.71% (+4.1K) YoY NEW(+11.6K)	All Managers (Combined)	$810.7K	0.2% ($810.7K/$421.5M)	QoQ +65.78% (+$321.7K) YoY NEW(+$810.7K)
(ESGVcusip921910733)	8.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$803.0K	0.2% ($803.0K/$421.5M)	QoQ -6.61% (-$56.9K) YoY +5.10% (+$39.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$421.5M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)