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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00214Q104

Shares:150

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$360.3M)

46435G250

Shares:140

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$360.3M)

92204A207

Shares:28

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$360.3M)

46436E551

Shares:120

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$360.3M)

464289859

Shares:32

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$360.3M)

46138G516

Shares:87

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$360.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00214Q104)✕	150	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$360.3M)	QoQ -16.19% (-$1.4K) YoY -4.99% (-$375)
(cusip46435G250)✕	140	QoQ 0.00% (+0) YoY -32.69% (-68)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$360.3M)	QoQ +0.16% (+$11) YoY -32.15% (-$3.1K)
(cusip92204A207)✕	28	QoQ 0.00% (+0) YoY +3.70% (+1)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$360.3M)	QoQ +4.08% (+$242) YoY +9.85% (+$553)
(cusip46436E551)✕	120	QoQ 0.00% (-0) YoY NEW(+120)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$360.3M)	QoQ -6.61% (-$332) YoY NEW(+$4.7K)
(cusip464289859)✕	32	QoQ +28.00% (+7) YoY NEW(+32)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$360.3M)	QoQ +27.45% (+$532) YoY NEW(+$2.5K)
(cusip46138G516)✕	87	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$360.3M)	QoQ -1.65% (-$38) YoY +0.39% (+$9)