Feeonly-Financial-Planning-Lc
AI_NATIVE detailed information: This accession holds the following tickers:[ "ADBE", "VDE", "T", "ICFI", "D", null, null, "MSFT", "MDLZ", "GE", null, "IJK", "AAPL", "TFC", "VNQ", "VO", "VXF", "VV", "VOE", "VWO", "AEP", "VEU", "VUG", "VEA", "MGK", "VBK", "VBR", "VOT", "VB", "VOO", "VTV", "SO", "AZO", "BAC", "BRK-B", "CMCSA", "ED", "XOM", "PM", "MO", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 41
- Total Value
- 146488281
- Accession Number
- 0001954044-25-000003
- Form Type
- 13F-HR
- Manager Name
- Feeonly-Financial-Planning-Lc
Data Enrichment
93% identified38 identified3 unidentified
Holdings
41 positions • $146.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $204.3K | 0.1% ($204.3K/$146.5M) | QoQ NEW(+$204.3K) YoY NEW(+$204.3K) |