William-Howard--Co-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "ICF",
  "MSFT",
  null,
  "IJR",
  "IWD",
  null,
  "IWF",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  null,
  "IEFA",
  "SCHX",
  "IBM",
  "SYK",
  "VNQ",
  "VWO",
  "IWV",
  "IWO",
  "IEF",
  "APH",
  "AMZN",
  null,
  "VEA",
  "VNQI",
  "BND",
  "VOO",
  "VUSB",
  "V",
  "IUSG",
  "SCHG",
  "SCHA",
  "IUSV",
  "BRK-B",
  "CTBI",
  "CRWD",
  null,
  "EFA",
  "MCO",
  "QQQ",
  "IWM",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 52
Total Value: 106694867
Accession Number: 0002063364-25-000037
Form Type: 13F-HR
CIK: william-howard--co-financial-advisors
Manager Name: William-Howard--Co-Financial-Advisors

Data Enrichment

79% identified

41 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $106.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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808524607

SCHA|808524607

Shares:11.4K

Value:$266.5K

% of Portfolio:0.2% ($266.5K/$106.7M)

464287648

IWO|464287648

Shares:980

Value:$250.4K

% of Portfolio:0.2% ($250.4K/$106.7M)

922042858

VWO|922042858

Shares:5.5K

Value:$249.9K

% of Portfolio:0.2% ($249.9K/$106.7M)

025072349

Shares:3.7K

Value:$243.3K

% of Portfolio:0.2% ($243.3K/$106.7M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:680

Value:$239.8K

% of Portfolio:0.2% ($239.8K/$106.7M)

808524201

SCHX|808524201

Shares:10.6K

Value:$234.7K

% of Portfolio:0.2% ($234.7K/$106.7M)

MICROSOFT CORP

MSFT|594918104

Shares:616

Value:$231.3K

% of Portfolio:0.2% ($231.3K/$106.7M)

MOODYS CORP /DE/

MCO|615369105

Shares:475

Value:$221.2K

% of Portfolio:0.2% ($221.2K/$106.7M)

808524409

Shares:8.3K

Value:$221.1K

% of Portfolio:0.2% ($221.1K/$106.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:887

Value:$220.6K

% of Portfolio:0.2% ($220.6K/$106.7M)

464288869

Shares:1.9K

Value:$210.4K

% of Portfolio:0.2% ($210.4K/$106.7M)

808524300

SCHG|808524300

Shares:8.1K

Value:$203.4K

% of Portfolio:0.2% ($203.4K/$106.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHAcusip808524607)	11.4K	QoQ +0.23% (+27) YoY +99.82% (+5.7K)	All Managers (Combined)	$266.5K	0.2% ($266.5K/$106.7M)	QoQ +90850.51% (+$266.2K) YoY +95073.21% (+$266.2K)
(IWOcusip464287648)	980	QoQ -14.63% (-168) YoY -46.91% (-866)	All Managers (Combined)	$250.4K	0.2% ($250.4K/$106.7M)	QoQ +75784.54% (-$250.1K) YoY +49983.80% (-$249.9K)
(VWOcusip922042858)	5.5K	QoQ +0.03% (+2) YoY NEW(+5.5K)	All Managers (Combined)	$249.9K	0.2% ($249.9K/$106.7M)	QoQ +102745.26% (+$249.7K) YoY NEW(+$249.9K)
(cusip025072349)✕	3.7K	QoQ +0.40% (+15) YoY +1.71% (+63)	All Managers (Combined)	$243.3K	0.2% ($243.3K/$106.7M)	QoQ +98022.58% (+$243.1K) YoY +103011.86% (+$243.1K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	680	QoQ 0.00% (+0) YoY NEW(+680)	All Managers (Combined)	$239.8K	0.2% ($239.8K/$106.7M)	QoQ +102798.71% (+$239.5K) YoY NEW(+$239.8K)
(SCHXcusip808524201)	10.6K	QoQ +0.31% (+33) YoY +197.78% (+7.1K)	All Managers (Combined)	$234.7K	0.2% ($234.7K/$106.7M)	QoQ +95293.49% (+$234.4K) YoY +105606.30% (+$234.4K)
MICROSOFT CORP(MSFTcusip594918104)	616	QoQ NEW(+616) YoY NEW(+616)	All Managers (Combined)	$231.3K	0.2% ($231.3K/$106.7M)	QoQ NEW(+$231.3K) YoY NEW(+$231.3K)
MOODYS CORP /DE/(MCOcusip615369105)	475	QoQ 0.00% (+0) YoY NEW(+475)	All Managers (Combined)	$221.2K	0.2% ($221.2K/$106.7M)	QoQ +98212.44% (+$221.0K) YoY NEW(+$221.2K)
(cusip808524409)✕	8.3K	QoQ +0.54% (+45) YoY +206.86% (+5.6K)	All Managers (Combined)	$221.1K	0.2% ($221.1K/$106.7M)	QoQ +102262.03% (+$220.9K) YoY +107231.06% (+$220.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	887	QoQ NEW(+887) YoY NEW(+887)	All Managers (Combined)	$220.6K	0.2% ($220.6K/$106.7M)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
(cusip464288869)✕	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$210.4K	0.2% ($210.4K/$106.7M)	QoQ +84737.50% (+$210.1K) YoY +91376.95% (+$210.2K)
(SCHGcusip808524300)	8.1K	QoQ -2.46% (-205) YoY NEW(+8.1K)	All Managers (Combined)	$203.4K	0.2% ($203.4K/$106.7M)	QoQ +87579.74% (-$203.2K) YoY NEW(+$203.4K)