Essential-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", null, null, null, null, null, null, "GOOGL", null, "T", "LOW", null, null, null, null, null, "HON", null, "META", null, null, null, null, "MSFT", null, "VHT", null, "VGSH", "IEMG", "IVV", null, "AAPL", "SPY", "NVDA", "GS", null, "RTX", null, "VWO", null, null, null, null, "VIG", "TT", "HYPR", "AMZN", null, null, "ESGV", "VUG", "VEA", null, "VXUS", "VBK", "BNDX", "BND", "BSV", "VB", "VOO", "WMT", null, null, null, "WDAY", null, null, null, "IXUS", null, "BRK-B", null, null, null, "DFAX", "DFAC", "RSP", "IJT", "LLY", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 81
- Total Value
- 248176042
- Accession Number
- 0001085146-25-002778
- Form Type
- 13F-HR
- Manager Name
- Essential-Planning
Data Enrichment
52% identified42 identified39 unidentified
Holdings
81 positions • $248.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Hyperfine, Inc.(HYPRcusip44916K106) | 42.4K | QoQ NEW(+42.4K) YoY NEW(+42.4K) | All Managers (Combined) | $30.4K | 0.0% ($30.4K/$248.2M) | QoQ NEW(+$30.4K) YoY NEW(+$30.4K) |