Investment-Planning-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "WRB",
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "MUB",
  null,
  null,
  null,
  "RNP",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "NVDA",
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "VO",
  "VXF",
  "ETV",
  "VIG",
  null,
  null,
  null,
  "MGK",
  "BSV",
  "VT",
  "VB",
  null,
  null,
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SO",
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "BRK-B",
  "KO",
  "DFAX",
  "RSP",
  null,
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 70
Total Value: 246111649
Accession Number: 0002024049-25-000002
Form Type: 13F-HR
CIK: investment-planning-advisors
Manager Name: Investment-Planning-Advisors

Data Enrichment

44% identified

31 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $246.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46654Q799

Shares:31.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$246.1M)

922042742

VT|922042742

Shares:13.2K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$246.1M)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:112.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$246.1M)

BERKLEY W R CORP

WRB|084423102

Shares:20.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$246.1M)

808524649

Shares:55.5K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$246.1M)

14021M107

Shares:46.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$246.1M)

464288414

MUB|464288414

Shares:12.1K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$246.1M)

38149W622

Shares:23.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$246.1M)

78468R853

Shares:25.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$246.1M)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:121.0K

Value:$998.2K

% of Portfolio:0.4% ($998.2K/$246.1M)

33733E104

Shares:10.8K

Value:$967.2K

% of Portfolio:0.4% ($967.2K/$246.1M)

46137V431

Shares:9.1K

Value:$908.9K

% of Portfolio:0.4% ($908.9K/$246.1M)

921910816

MGK|921910816

Shares:2.9K

Value:$888.2K

% of Portfolio:0.4% ($888.2K/$246.1M)

464288687

Shares:27.5K

Value:$843.7K

% of Portfolio:0.3% ($843.7K/$246.1M)

25434V880

DFAX|25434V880

Shares:32.1K

Value:$841.5K

% of Portfolio:0.3% ($841.5K/$246.1M)

921908844

VIG|921908844

Shares:4.2K

Value:$819.1K

% of Portfolio:0.3% ($819.1K/$246.1M)

92647N873

Shares:14.2K

Value:$812.5K

% of Portfolio:0.3% ($812.5K/$246.1M)

14020Y300

Shares:27.4K

Value:$748.2K

% of Portfolio:0.3% ($748.2K/$246.1M)

922908769

VTI|922908769

Shares:2.7K

Value:$729.8K

% of Portfolio:0.3% ($729.8K/$246.1M)

46137V357

RSP|46137V357

Shares:4.2K

Value:$724.8K

% of Portfolio:0.3% ($724.8K/$246.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q799)✕	31.6K	QoQ +15.61% (+4.3K) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$246.1M)	QoQ +16.25% (+$222.9K) YoY-
(VTcusip922042742)	13.2K	QoQ +12.92% (+1.5K) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$246.1M)	QoQ +11.45% (+$156.9K) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	112.6K	QoQ -26.40% (-40.4K) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$246.1M)	QoQ -32.52% (-$717.1K) YoY-
BERKLEY W R CORP(WRBcusip084423102)	20.0K	QoQ -0.05% (-11) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$246.1M)	QoQ +21.53% (-$252.2K) YoY-
(cusip808524649)✕	55.5K	QoQ NEW(+55.5K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$246.1M)	QoQ NEW(+$1.4M) YoY-
(cusip14021M107)✕	46.8K	QoQ NEW(+46.8K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$246.1M)	QoQ NEW(+$1.4M) YoY-
(MUBcusip464288414)	12.1K	QoQ -50.44% (-12.4K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$246.1M)	QoQ -50.96% (-$1.3M) YoY-
(cusip38149W622)✕	23.1K	QoQ NEW(+23.1K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$246.1M)	QoQ NEW(+$1.1M) YoY-
(cusip78468R853)✕	25.2K	QoQ -84.57% (-138.1K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$246.1M)	QoQ -86.00% (-$6.3M) YoY-
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	121.0K	QoQ -34.35% (-63.3K) YoY-	All Managers (Combined)	$998.2K	0.4% ($998.2K/$246.1M)	QoQ -35.67% (-$553.6K) YoY-
(cusip33733E104)✕	10.8K	QoQ +3.58% (+373) YoY-	All Managers (Combined)	$967.2K	0.4% ($967.2K/$246.1M)	QoQ +5.72% (+$52.4K) YoY-
(cusip46137V431)✕	9.1K	QoQ -65.52% (-17.3K) YoY-	All Managers (Combined)	$908.9K	0.4% ($908.9K/$246.1M)	QoQ -67.16% (-$1.9M) YoY-
(MGKcusip921910816)	2.9K	QoQ -0.69% (-20) YoY-	All Managers (Combined)	$888.2K	0.4% ($888.2K/$246.1M)	QoQ -10.66% (-$106.1K) YoY-
(cusip464288687)✕	27.5K	QoQ -0.04% (-13) YoY-	All Managers (Combined)	$843.7K	0.3% ($843.7K/$246.1M)	QoQ -2.30% (-$19.9K) YoY-
(DFAXcusip25434V880)	32.1K	QoQ +11.45% (+3.3K) YoY-	All Managers (Combined)	$841.5K	0.3% ($841.5K/$246.1M)	QoQ +17.45% (+$125.1K) YoY-
(VIGcusip921908844)	4.2K	QoQ +11.30% (+429) YoY-	All Managers (Combined)	$819.1K	0.3% ($819.1K/$246.1M)	QoQ +10.24% (+$76.1K) YoY-
(cusip92647N873)✕	14.2K	QoQ +19.99% (+2.4K) YoY-	All Managers (Combined)	$812.5K	0.3% ($812.5K/$246.1M)	QoQ +15.97% (+$111.9K) YoY-
(cusip14020Y300)✕	27.4K	QoQ -7.72% (-2.3K) YoY-	All Managers (Combined)	$748.2K	0.3% ($748.2K/$246.1M)	QoQ -7.65% (-$62.1K) YoY-
(VTIcusip922908769)	2.7K	QoQ +3.22% (-83) YoY-	All Managers (Combined)	$729.8K	0.3% ($729.8K/$246.1M)	QoQ -2.09% (-$15.7K) YoY-
(RSPcusip46137V357)	4.2K	QoQ +0.48% (-20) YoY-	All Managers (Combined)	$724.8K	0.3% ($724.8K/$246.1M)	QoQ -0.67% (-$4.9K) YoY-