Kades--Cheifetz

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  "JFR",
  "SCHH",
  "AVGO",
  null,
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FRA",
  null,
  null,
  "ISRG",
  null,
  "ABUS",
  "EMXC",
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "VGSH",
  "AAPL",
  null,
  "NVDA",
  null,
  "PG",
  "AMGN",
  null,
  null,
  null,
  "RTX",
  "GLD",
  "IBM",
  null,
  "VCIT",
  null,
  "VIG",
  "VYM",
  null,
  "WM",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGV",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "BSV",
  "VOO",
  "WMT",
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  null,
  null,
  "SCHA",
  null,
  null,
  "MTUM",
  "MCK",
  "BRK-B",
  "CVX",
  "COST",
  null,
  "DFAC",
  null,
  null,
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  null,
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-01-13
Total Holdings: 108
Total Value: 195377201
Accession Number: 0001941040-25-000012
Form Type: 13F-HR
CIK: kades--cheifetz
Manager Name: Kades--Cheifetz

Data Enrichment

46% identified

50 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $195.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524797

SCHD|808524797

Shares:589.0K

Value:$16.1M

% of Portfolio:8.2% ($16.1M/$195.4M)

921908844

VIG|921908844

Shares:57.1K

Value:$11.2M

% of Portfolio:5.7% ($11.2M/$195.4M)

86280R506

Shares:452.0K

Value:$9.6M

% of Portfolio:4.9% ($9.6M/$195.4M)

78464A201

Shares:99.7K

Value:$9.0M

% of Portfolio:4.6% ($9.0M/$195.4M)

Apple Inc.

AAPL|037833100

Shares:33.4K

Value:$8.4M

% of Portfolio:4.3% ($8.4M/$195.4M)

464285204

Shares:127.6K

Value:$6.3M

% of Portfolio:3.2% ($6.3M/$195.4M)

78464A300

Shares:69.7K

Value:$6.1M

% of Portfolio:3.1% ($6.1M/$195.4M)

97717W604

Shares:158.7K

Value:$5.5M

% of Portfolio:2.8% ($5.5M/$195.4M)

46435G102

Shares:63.1K

Value:$5.4M

% of Portfolio:2.7% ($5.4M/$195.4M)

464287226

Shares:52.2K

Value:$5.1M

% of Portfolio:2.6% ($5.1M/$195.4M)

464288414

MUB|464288414

Shares:46.6K

Value:$5.0M

% of Portfolio:2.5% ($5.0M/$195.4M)

808524714

Shares:186.3K

Value:$4.5M

% of Portfolio:2.3% ($4.5M/$195.4M)

464288687

Shares:144.0K

Value:$4.5M

% of Portfolio:2.3% ($4.5M/$195.4M)

921937827

BSV|921937827

Shares:51.8K

Value:$4.0M

% of Portfolio:2.0% ($4.0M/$195.4M)

808524862

Shares:161.3K

Value:$3.9M

% of Portfolio:2.0% ($3.9M/$195.4M)

92206C102

VGSH|92206C102

Shares:65.2K

Value:$3.8M

% of Portfolio:1.9% ($3.8M/$195.4M)

464288158

Shares:35.0K

Value:$3.7M

% of Portfolio:1.9% ($3.7M/$195.4M)

921946406

VYM|921946406

Shares:25.6K

Value:$3.3M

% of Portfolio:1.7% ($3.3M/$195.4M)

46434G764

EMXC|46434G764

Shares:57.5K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$195.4M)

921935870

Shares:30.9K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$195.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	589.0K	QoQ +197.99% (-391.4K) YoY-	All Managers (Combined)	$16.1M	8.2% ($16.1M/$195.4M)	QoQ -3.68% (-$616.3K) YoY-
(VIGcusip921908844)	57.1K	QoQ +3.14% (+1.7K) YoY-	All Managers (Combined)	$11.2M	5.7% ($11.2M/$195.4M)	QoQ +1.98% (+$216.9K) YoY-
(cusip86280R506)✕	452.0K	QoQ -1.52% (-7.0K) YoY-	All Managers (Combined)	$9.6M	4.9% ($9.6M/$195.4M)	QoQ -5.59% (-$571.2K) YoY-
(cusip78464A201)✕	99.7K	QoQ -1.32% (-1.3K) YoY-	All Managers (Combined)	$9.0M	4.6% ($9.0M/$195.4M)	QoQ -4.25% (-$400.0K) YoY-
Apple Inc.(AAPLcusip037833100)	33.4K	QoQ -14.04% (-5.5K) YoY-	All Managers (Combined)	$8.4M	4.3% ($8.4M/$195.4M)	QoQ -7.62% (-$689.8K) YoY-
(cusip464285204)✕	127.6K	QoQ +0.40% (+518) YoY-	All Managers (Combined)	$6.3M	3.2% ($6.3M/$195.4M)	QoQ +0.02% (+$1.5K) YoY-
(cusip78464A300)✕	69.7K	QoQ +3.37% (+2.3K) YoY-	All Managers (Combined)	$6.1M	3.1% ($6.1M/$195.4M)	QoQ +3.89% (+$227.9K) YoY-
(cusip97717W604)✕	158.7K	QoQ +44.95% (+49.2K) YoY-	All Managers (Combined)	$5.5M	2.8% ($5.5M/$195.4M)	QoQ +44.37% (+$1.7M) YoY-
(cusip46435G102)✕	63.1K	QoQ -2.47% (-1.6K) YoY-	All Managers (Combined)	$5.4M	2.7% ($5.4M/$195.4M)	QoQ -0.95% (-$52.0K) YoY-
(cusip464287226)✕	52.2K	QoQ NEW(+52.2K) YoY-	All Managers (Combined)	$5.1M	2.6% ($5.1M/$195.4M)	QoQ NEW(+$5.1M) YoY-
(MUBcusip464288414)	46.6K	QoQ +31.16% (+11.1K) YoY-	All Managers (Combined)	$5.0M	2.5% ($5.0M/$195.4M)	QoQ +28.65% (+$1.1M) YoY-
(cusip808524714)✕	186.3K	QoQ +116.36% (+100.2K) YoY-	All Managers (Combined)	$4.5M	2.3% ($4.5M/$195.4M)	QoQ +6.30% (+$269.3K) YoY-
(cusip464288687)✕	144.0K	QoQ -2.00% (-2.9K) YoY-	All Managers (Combined)	$4.5M	2.3% ($4.5M/$195.4M)	QoQ -7.28% (-$355.5K) YoY-
(BSVcusip921937827)	51.8K	QoQ +520.11% (+43.4K) YoY-	All Managers (Combined)	$4.0M	2.0% ($4.0M/$195.4M)	QoQ +508.93% (+$3.3M) YoY-
(cusip808524862)✕	161.3K	QoQ +53.47% (-56.2K) YoY-	All Managers (Combined)	$3.9M	2.0% ($3.9M/$195.4M)	QoQ -24.60% (-$1.3M) YoY-
(VGSHcusip92206C102)	65.2K	QoQ NEW(+65.2K) YoY-	All Managers (Combined)	$3.8M	1.9% ($3.8M/$195.4M)	QoQ NEW(+$3.8M) YoY-
(cusip464288158)✕	35.0K	QoQ +277.12% (+25.7K) YoY-	All Managers (Combined)	$3.7M	1.9% ($3.7M/$195.4M)	QoQ +274.59% (+$2.7M) YoY-
(VYMcusip921946406)	25.6K	QoQ +187.68% (+16.7K) YoY-	All Managers (Combined)	$3.3M	1.7% ($3.3M/$195.4M)	QoQ +186.31% (+$2.1M) YoY-
(EMXCcusip46434G764)	57.5K	QoQ +4.31% (-2.4K) YoY-	All Managers (Combined)	$3.2M	1.6% ($3.2M/$195.4M)	QoQ -5.34% (-$180.1K) YoY-
(cusip921935870)✕	30.9K	QoQ -32.13% (-14.6K) YoY-	All Managers (Combined)	$3.1M	1.6% ($3.1M/$195.4M)	QoQ -32.91% (-$1.5M) YoY-