Envision-Financial-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MSFT", null, null, "VGSH", "AAPL", "VO", "IVOO", null, null, null, null, null, null, "VOT", "BSV", null, "NUE", null, null, null, "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 41
- Total Value
- 196204583
- Accession Number
- 0001356954-25-000005
- Form Type
- 13F-HR
- Manager Name
- Envision-Financial-Planning
Data Enrichment
22% identified9 identified32 unidentified
Holdings
41 positions • $196.2M total value
Manager:
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