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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78463X848

Shares:7.0K

Value:$207.9K

% of Portfolio:0.2% ($207.9K/$104.0M)

46434G863

Shares:5.9K

Value:$204.6K

% of Portfolio:0.2% ($204.6K/$104.0M)

464287622

IWB|464287622

Shares:663

Value:$203.4K

% of Portfolio:0.2% ($203.4K/$104.0M)

Applied Digital Corp.

APLD|038169207

Shares:15.0K

Value:$84.3K

% of Portfolio:0.1% ($84.3K/$104.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X848)✕	7.0K	QoQ NEW(+7.0K) YoY-	All Managers (Combined)	$207.9K	0.2% ($207.9K/$104.0M)	QoQ NEW(+$207.9K) YoY-
(cusip46434G863)✕	5.9K	QoQ NEW(+5.9K) YoY-	All Managers (Combined)	$204.6K	0.2% ($204.6K/$104.0M)	QoQ NEW(+$204.6K) YoY-
(IWBcusip464287622)	663	QoQ NEW(+663) YoY-	All Managers (Combined)	$203.4K	0.2% ($203.4K/$104.0M)	QoQ NEW(+$203.4K) YoY-
Applied Digital Corp.(APLDcusip038169207)	15.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$84.3K	0.1% ($84.3K/$104.0M)	QoQ -26.43% (-$30.3K) YoY-