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:

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MICROSOFT CORP

MSFT|594918104

Shares:802

Value:$301.2K

% of Portfolio:0.1% ($301.2K/$246.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9K

Value:$298.0K

% of Portfolio:0.1% ($298.0K/$246.1M)

922908751

VB|922908751

Shares:1.2K

Value:$266.6K

% of Portfolio:0.1% ($266.6K/$246.1M)

NVIDIA CORP

NVDA|67066G104

Shares:2.4K

Value:$256.9K

% of Portfolio:0.1% ($256.9K/$246.1M)

808524201

SCHX|808524201

Shares:11.2K

Value:$247.1K

% of Portfolio:0.1% ($247.1K/$246.1M)

46434V621

DGRO|46434V621

Shares:3.9K

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$246.1M)

COCA COLA CO

KO|191216100

Shares:3.3K

Value:$238.5K

% of Portfolio:0.1% ($238.5K/$246.1M)

78468R804

Shares:1.3K

Value:$226.3K

% of Portfolio:0.1% ($226.3K/$246.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:833

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$246.1M)

808524862

Shares:8.4K

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$246.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	802	QoQ NEW(+802) YoY-	All Managers (Combined)	$301.2K	0.1% ($301.2K/$246.1M)	QoQ NEW(+$301.2K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.9K	QoQ +2.11% (-40) YoY-	All Managers (Combined)	$298.0K	0.1% ($298.0K/$246.1M)	QoQ -16.57% (-$59.2K) YoY-
(VBcusip922908751)	1.2K	QoQ +10.07% (+110) YoY-	All Managers (Combined)	$266.6K	0.1% ($266.6K/$246.1M)	QoQ +1.59% (+$4.2K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	2.4K	QoQ +23.56% (-452) YoY-	All Managers (Combined)	$256.9K	0.1% ($256.9K/$246.1M)	QoQ -0.27% (-$712) YoY-
(SCHXcusip808524201)	11.2K	QoQ +4.30% (-462) YoY-	All Managers (Combined)	$247.1K	0.1% ($247.1K/$246.1M)	QoQ -0.64% (-$1.6K) YoY-
(DGROcusip46434V621)	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$241.3K	0.1% ($241.3K/$246.1M)	QoQ NEW(+$241.3K) YoY-
COCA COLA CO(KOcusip191216100)	3.3K	QoQ +3.06% (+99) YoY-	All Managers (Combined)	$238.5K	0.1% ($238.5K/$246.1M)	QoQ +18.55% (+$37.3K) YoY-
(cusip78468R804)✕	1.3K	QoQ -2.98% (-40) YoY-	All Managers (Combined)	$226.3K	0.1% ($226.3K/$246.1M)	QoQ +2.20% (-$4.9K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	833	QoQ NEW(+833) YoY-	All Managers (Combined)	$207.1K	0.1% ($207.1K/$246.1M)	QoQ NEW(+$207.1K) YoY-
(cusip808524862)✕	8.4K	QoQ NEW(+8.4K) YoY-	All Managers (Combined)	$203.4K	0.1% ($203.4K/$246.1M)	QoQ NEW(+$203.4K) YoY-