Wealthgarden-Fs

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  null,
  null,
  "AWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "APLD",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "EFG",
  "IWF",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "IEFA",
  null,
  null,
  "GLD",
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MGC",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "VTEB",
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  null,
  "SPYV",
  null,
  "ESGU",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "RSP",
  "EWJ",
  "USMV",
  "IWB",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 124
Total Value: 104026893
Accession Number: 0001085146-25-002547
Form Type: 13F-HR
CIK: wealthgarden-fs
Manager Name: Wealthgarden-Fs

Data Enrichment

40% identified

49 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $104.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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46434V613

Shares:18.7K

Value:$859.8K

% of Portfolio:0.8% ($859.8K/$104.0M)

46434G103

IEMG|46434G103

Shares:15.8K

Value:$855.2K

% of Portfolio:0.8% ($855.2K/$104.0M)

33740U869

Shares:36.6K

Value:$829.9K

% of Portfolio:0.8% ($829.9K/$104.0M)

464287242

Shares:7.5K

Value:$819.8K

% of Portfolio:0.8% ($819.8K/$104.0M)

81369Y407

Shares:4.1K

Value:$804.9K

% of Portfolio:0.8% ($804.9K/$104.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.8% ($798.4K/$104.0M)

81369Y852

Shares:8.0K

Value:$771.3K

% of Portfolio:0.7% ($771.3K/$104.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.1K

Value:$770.5K

% of Portfolio:0.7% ($770.5K/$104.0M)

464288810

Shares:12.6K

Value:$758.8K

% of Portfolio:0.7% ($758.8K/$104.0M)

464287507

IJH|464287507

Shares:13.0K

Value:$757.1K

% of Portfolio:0.7% ($757.1K/$104.0M)

46138E339

Shares:7.9K

Value:$732.3K

% of Portfolio:0.7% ($732.3K/$104.0M)

81369Y704

Shares:5.5K

Value:$719.0K

% of Portfolio:0.7% ($719.0K/$104.0M)

921910873

MGC|921910873

Shares:3.6K

Value:$718.4K

% of Portfolio:0.7% ($718.4K/$104.0M)

46436E767

Shares:14.9K

Value:$696.8K

% of Portfolio:0.7% ($696.8K/$104.0M)

464287614

IWF|464287614

Shares:1.9K

Value:$695.6K

% of Portfolio:0.7% ($695.6K/$104.0M)

45782C722

Shares:23.9K

Value:$694.7K

% of Portfolio:0.7% ($694.7K/$104.0M)

78464A649

Shares:26.0K

Value:$664.9K

% of Portfolio:0.6% ($664.9K/$104.0M)

46435G409

Shares:21.9K

Value:$664.0K

% of Portfolio:0.6% ($664.0K/$104.0M)

09290C509

Shares:10.8K

Value:$655.9K

% of Portfolio:0.6% ($655.9K/$104.0M)

808524854

Shares:25.5K

Value:$633.8K

% of Portfolio:0.6% ($633.8K/$104.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V613)✕	18.7K	QoQ -30.17% (-8.1K) YoY-	All Managers (Combined)	$859.8K	0.8% ($859.8K/$104.0M)	QoQ -28.82% (-$348.1K) YoY-
(IEMGcusip46434G103)	15.8K	QoQ +145.65% (+9.4K) YoY-	All Managers (Combined)	$855.2K	0.8% ($855.2K/$104.0M)	QoQ +153.89% (+$518.3K) YoY-
(cusip33740U869)✕	36.6K	QoQ -0.01% (-7) YoY-	All Managers (Combined)	$829.9K	0.8% ($829.9K/$104.0M)	QoQ +5.02% (-$39.7K) YoY-
(cusip464287242)✕	7.5K	QoQ +7.78% (+545) YoY-	All Managers (Combined)	$819.8K	0.8% ($819.8K/$104.0M)	QoQ +9.66% (+$72.3K) YoY-
(cusip81369Y407)✕	4.1K	QoQ -4.02% (-171) YoY-	All Managers (Combined)	$804.9K	0.8% ($804.9K/$104.0M)	QoQ -15.52% (-$147.9K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$798.4K	0.8% ($798.4K/$104.0M)	QoQ +17.25% (+$117.5K) YoY-
(cusip81369Y852)✕	8.0K	QoQ +74.22% (+3.4K) YoY-	All Managers (Combined)	$771.3K	0.7% ($771.3K/$104.0M)	QoQ +73.58% (+$327.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.1K	QoQ +0.31% (+10) YoY-	All Managers (Combined)	$770.5K	0.7% ($770.5K/$104.0M)	QoQ +2.65% (+$20.0K) YoY-
(cusip464288810)✕	12.6K	QoQ +1.15% (+144) YoY-	All Managers (Combined)	$758.8K	0.7% ($758.8K/$104.0M)	QoQ +4.34% (+$31.6K) YoY-
(IJHcusip464287507)	13.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$757.1K	0.7% ($757.1K/$104.0M)	QoQ -6.35% (-$51.4K) YoY-
(cusip46138E339)✕	7.9K	QoQ -3.83% (-316) YoY-	All Managers (Combined)	$732.3K	0.7% ($732.3K/$104.0M)	QoQ -6.35% (-$49.7K) YoY-
(cusip81369Y704)✕	5.5K	QoQ +51.31% (+1.9K) YoY-	All Managers (Combined)	$719.0K	0.7% ($719.0K/$104.0M)	QoQ +50.53% (+$241.4K) YoY-
(MGCcusip921910873)	3.6K	QoQ +0.28% (-10) YoY-	All Managers (Combined)	$718.4K	0.7% ($718.4K/$104.0M)	QoQ -5.02% (-$38.0K) YoY-
(cusip46436E767)✕	14.9K	QoQ +5.27% (-748) YoY-	All Managers (Combined)	$696.8K	0.7% ($696.8K/$104.0M)	QoQ -1.18% (-$8.4K) YoY-
(IWFcusip464287614)	1.9K	QoQ -1.23% (-24) YoY-	All Managers (Combined)	$695.6K	0.7% ($695.6K/$104.0M)	QoQ -11.18% (-$87.6K) YoY-
(cusip45782C722)✕	23.9K	QoQ -7.10% (-1.8K) YoY-	All Managers (Combined)	$694.7K	0.7% ($694.7K/$104.0M)	QoQ -2.32% (-$16.5K) YoY-
(cusip78464A649)✕	26.0K	QoQ +0.65% (+170) YoY-	All Managers (Combined)	$664.9K	0.6% ($664.9K/$104.0M)	QoQ +2.87% (+$18.6K) YoY-
(cusip46435G409)✕	21.9K	QoQ -20.53% (-5.7K) YoY-	All Managers (Combined)	$664.0K	0.6% ($664.0K/$104.0M)	QoQ -11.15% (-$83.4K) YoY-
(cusip09290C509)✕	10.8K	QoQ +3.92% (-409) YoY-	All Managers (Combined)	$655.9K	0.6% ($655.9K/$104.0M)	QoQ -1.66% (-$11.1K) YoY-
(cusip808524854)✕	25.5K	QoQ +22.15% (+4.6K) YoY-	All Managers (Combined)	$633.8K	0.6% ($633.8K/$104.0M)	QoQ +25.02% (+$126.9K) YoY-