Alm-First-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "IWF",
  null,
  null,
  "BND",
  "VOO",
  null,
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 23
Total Value: 437512875
Accession Number: 0001950054-25-000002
Form Type: 13F-HR
CIK: alm-first-financial-advisors
Manager Name: Alm-First-Financial-Advisors

Data Enrichment

26% identified

6 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $437.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288810

Shares:—

Value:$335.1K

% of Portfolio:0.1% ($335.1K/$437.5M)

81369Y803

XLK|81369Y803

Shares:—

Value:$304.6K

% of Portfolio:0.1% ($304.6K/$437.5M)

92204A504

VHT|92204A504

Shares:—

Value:$299.7K

% of Portfolio:0.1% ($299.7K/$437.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288810)✕	—	QoQ - YoY NEW	All Managers (Combined)	$335.1K	0.1% ($335.1K/$437.5M)	QoQ +3.15% (+$10.2K) YoY NEW(+$335.1K)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$304.6K	0.1% ($304.6K/$437.5M)	QoQ -11.19% (-$38.4K) YoY -19.02% (-$71.6K)
(VHTcusip92204A504)	—	QoQ - YoY -	All Managers (Combined)	$299.7K	0.1% ($299.7K/$437.5M)	QoQ +4.35% (+$12.5K) YoY -20.18% (-$75.8K)