Cascade-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VONG", null, null, null, null, null, "IJH", null, null, "MSFT", null, "IWD", "VHT", "IWF", "VGSH", null, "VNQ", "VCIT", "VIG", "IWO", "VYM", null, null, "VUG", null, "VBK", "VBR", "VB", "VTV", null, null, "BRK-B", "COST", null, null, null, "ETN", null, "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 41
- Total Value
- 144584313
- Accession Number
- 0002018936-25-000004
- Form Type
- 13F-HR
- Manager Name
- Cascade-Wealth-Advisors
Data Enrichment
54% identified22 identified19 unidentified
Holdings
41 positions • $144.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.5K | All Managers (Combined) | $214.1K | 0.1% ($214.1K/$144.6M) |