Milestone-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VCEB",
  "VSGX",
  null,
  null,
  "FNDF",
  null,
  null,
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  "EFG",
  "IWD",
  null,
  null,
  "IWF",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "SPY",
  null,
  null,
  null,
  null,
  "FNDX",
  null,
  "SCHX",
  null,
  "GLD",
  "BIV",
  "VO",
  "VXF",
  null,
  "PRF",
  null,
  null,
  "VIG",
  null,
  "IWO",
  "IWN",
  null,
  "IEF",
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  null,
  null,
  "IWP",
  "IWR",
  "SCHB",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "ESGU",
  null,
  null,
  "RSP",
  "IJJ",
  "USMV",
  "IWB",
  "XLK",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 126
Total Value: 360259843
Accession Number: 0001967018-25-000002
Form Type: 13F-HR
CIK: milestone-investment-advisors
Manager Name: Milestone-Investment-Advisors

Data Enrichment

42% identified

53 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

126 positions • $360.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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46654Q724

Shares:98.4K

Value:$5.9M

% of Portfolio:1.6% ($5.9M/$360.3M)

921937819

BIV|921937819

Shares:71.0K

Value:$5.4M

% of Portfolio:1.5% ($5.4M/$360.3M)

464289438

Shares:25.2K

Value:$5.3M

% of Portfolio:1.5% ($5.3M/$360.3M)

46137V357

RSP|46137V357

Shares:28.9K

Value:$5.0M

% of Portfolio:1.4% ($5.0M/$360.3M)

81369Y803

XLK|81369Y803

Shares:24.0K

Value:$5.0M

% of Portfolio:1.4% ($5.0M/$360.3M)

46429B697

USMV|46429B697

Shares:48.8K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$360.3M)

46641Q274

Shares:92.7K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$360.3M)

46137V472

Shares:47.3K

Value:$4.3M

% of Portfolio:1.2% ($4.3M/$360.3M)

922908769

VTI|922908769

Shares:13.9K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$360.3M)

31609A206

Shares:127.7K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$360.3M)

46434V456

Shares:88.3K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.3M)

46138E354

Shares:46.8K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.3M)

922908744

VTV|922908744

Shares:19.9K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$360.3M)

14020W106

Shares:93.0K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.3M)

808524805

SCHF|808524805

Shares:165.1K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.3M)

46090A879

Shares:130.1K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.3M)

78468R796

Shares:68.4K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$360.3M)

464287549

Shares:33.0K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$360.3M)

46137V431

Shares:28.7K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$360.3M)

46138J619

Shares:41.0K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$360.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q724)✕	98.4K	QoQ +4.37% (+4.1K) YoY +2395.15% (+94.4K)	All Managers (Combined)	$5.9M	1.6% ($5.9M/$360.3M)	QoQ +0.40% (+$23.7K) YoY +2560.54% (+$5.6M)
(BIVcusip921937819)	71.0K	QoQ +0.86% (+612) YoY +137.13% (+41.1K)	All Managers (Combined)	$5.4M	1.5% ($5.4M/$360.3M)	QoQ +3.35% (+$176.4K) YoY +140.81% (+$3.2M)
(cusip464289438)✕	25.2K	QoQ -7.89% (-2.2K) YoY -50.83% (-26.0K)	All Managers (Combined)	$5.3M	1.5% ($5.3M/$360.3M)	QoQ -17.41% (-$1.1M) YoY -46.83% (-$4.7M)
(RSPcusip46137V357)	28.9K	QoQ -0.86% (-251) YoY -3.73% (-1.1K)	All Managers (Combined)	$5.0M	1.4% ($5.0M/$360.3M)	QoQ -1.99% (-$101.7K) YoY -1.54% (-$78.3K)
(XLKcusip81369Y803)	24.0K	QoQ -2.06% (-505) YoY -13.05% (-3.6K)	All Managers (Combined)	$5.0M	1.4% ($5.0M/$360.3M)	QoQ -13.02% (-$742.1K) YoY -13.79% (-$792.9K)
(USMVcusip46429B697)	48.8K	QoQ +2.39% (+1.1K) YoY +0.90% (+436)	All Managers (Combined)	$4.6M	1.3% ($4.6M/$360.3M)	QoQ +8.01% (+$338.8K) YoY +13.07% (+$527.8K)
(cusip46641Q274)✕	92.7K	QoQ -7.20% (-7.2K) YoY +38.25% (+25.6K)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$360.3M)	QoQ -6.05% (-$282.0K) YoY +40.27% (+$1.3M)
(cusip46137V472)✕	47.3K	QoQ -71.53% (-118.7K) YoY -70.91% (-115.2K)	All Managers (Combined)	$4.3M	1.2% ($4.3M/$360.3M)	QoQ -73.53% (-$12.0M) YoY -75.80% (-$13.6M)
(VTIcusip922908769)	13.9K	QoQ -14.54% (-2.4K) YoY -86.84% (-91.7K)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$360.3M)	QoQ -18.95% (-$892.9K) YoY -86.08% (-$23.6M)
(cusip31609A206)✕	127.7K	QoQ +452.37% (+104.5K) YoY NEW(+127.7K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$360.3M)	QoQ +403.37% (+$3.0M) YoY NEW(+$3.8M)
(cusip46434V456)✕	88.3K	QoQ -28.12% (-34.6K) YoY -41.52% (-62.7K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.3M)	QoQ -23.14% (-$1.1M) YoY -41.47% (-$2.5M)
(cusip46138E354)✕	46.8K	QoQ -0.64% (-306) YoY -4.94% (-2.4K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.3M)	QoQ +6.04% (-$199.4K) YoY +7.82% (-$253.7K)
(VTVcusip922908744)	19.9K	QoQ -1.87% (-381) YoY +2.95% (+571)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$360.3M)	QoQ +0.11% (-$4.0K) YoY +9.19% (+$289.8K)
(cusip14020W106)✕	93.0K	QoQ +35.22% (+24.2K) YoY +31321.62% (+92.7K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.3M)	QoQ +36.67% (+$889.6K) YoY +34357.44% (+$3.3M)
(SCHFcusip808524805)	165.1K	QoQ -5.74% (-10.1K) YoY +73.48% (-69.9K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.3M)	QoQ +0.77% (-$25.0K) YoY -12.05% (-$447.6K)
(cusip46090A879)✕	130.1K	QoQ +9.61% (+11.4K) YoY -0.69% (-907)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.3M)	QoQ +9.46% (+$282.1K) YoY -0.73% (-$24.1K)
(cusip78468R796)✕	68.4K	QoQ -2.39% (-1.7K) YoY -8.44% (-6.3K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$360.3M)	QoQ -7.26% (-$244.9K) YoY -2.13% (-$68.3K)
(cusip464287549)✕	33.0K	QoQ -9.20% (-3.4K) YoY -9.89% (-3.6K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$360.3M)	QoQ -19.36% (-$719.7K) YoY -5.20% (-$164.5K)
(cusip46137V431)✕	28.7K	QoQ -7.99% (-2.5K) YoY -33.23% (-14.3K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$360.3M)	QoQ -12.38% (-$405.1K) YoY -37.37% (-$1.7M)
(cusip46138J619)✕	41.0K	QoQ -9.06% (-4.1K) YoY -86.99% (-274.4K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$360.3M)	QoQ -10.60% (-$259.5K) YoY -87.44% (-$15.2M)