Abound-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LTH",
  "QRVO",
  null,
  "PCG",
  "SNOW",
  "MU",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "MODG",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  null,
  "DUK",
  null,
  null,
  "PAGP",
  "EBAY",
  "FSLY",
  null,
  null,
  null,
  "GD",
  "GILD",
  "HD",
  "MCD",
  null,
  null,
  null,
  "FE",
  "QCOM",
  "FSCO",
  null,
  null,
  null,
  null,
  "AMAT",
  "BKNG",
  null,
  "META",
  null,
  null,
  "IJH",
  "PLBC",
  null,
  "ROOT",
  null,
  "IQV",
  "ZEO",
  "PCK",
  null,
  null,
  "LHX",
  "LIN",
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  null,
  "NVS",
  "OMC",
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "HSY",
  "DG",
  "IWD",
  "ORCL",
  "KHC",
  "DASH",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "LPLA",
  "MSTR",
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TM",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "AGNC",
  "SCHW",
  "SUN",
  "VWO",
  "TCBK",
  null,
  null,
  "TOWN",
  null,
  null,
  "SKX",
  null,
  "SNY",
  "TSM",
  null,
  null,
  "DD",
  null,
  "GVA",
  "SAIC",
  "MAT",
  "ADSK",
  "AVY",
  "FI",
  "DEO",
  "FSLR",
  "FOXF",
  null,
  "UA",
  "AMZN",
  "IVE",
  null,
  null,
  "KD",
  "HIMS",
  null,
  "VGT",
  "VEA",
  "VOO",
  "VEEV",
  "VRSN",
  "V",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WFC",
  "WMB",
  null,
  "YUMC",
  "YUM",
  "IUSG",
  "GTM",
  null,
  "SOLV",
  null,
  "AEM",
  null,
  "CHKP",
  null,
  "SCHA",
  "NSC",
  null,
  null,
  null,
  "OTIS",
  null,
  "CRM",
  null,
  "PTEN",
  null,
  null,
  null,
  "IUSV",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  "FDX",
  "KMB",
  "LULU",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BRCC",
  "BMBL",
  "BYRN",
  "CVNA",
  "CVX",
  "CHD",
  "CSCO",
  "CLOV",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "CMP",
  "COO",
  "CTRA",
  "CVS",
  "DHR",
  "DAWN",
  null,
  "DOCU",
  "RSP",
  null,
  "EFA",
  "ADI",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 269
Total Value: 197664869
Accession Number: 0001420506-25-000836
Form Type: 13F-HR
CIK: abound-financial
Manager Name: Abound-Financial

Data Enrichment

75% identified

201 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

269 positions • $197.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922042858

VWO|922042858

Shares:224

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$197.7M)

OMNICOM GROUP INC.

OMC|681919106

Shares:119

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$197.7M)

INTEL CORP

INTC|458140100

Shares:417

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$197.7M)

Sanofi

SNY|80105N105

Shares:168

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$197.7M)

ALLSTATE CORP

ALL|020002101

Shares:44

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$197.7M)

Root, Inc.

ROOT|77664L207

Shares:68

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$197.7M)

NIKE, Inc.

NKE|654106103

Shares:140

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$197.7M)

DOLLAR GENERAL CORP

DG|256677105

Shares:100

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$197.7M)

DOCUSIGN, INC.

DOCU|256163106

Shares:106

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$197.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:43

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$197.7M)

BOEING CO

BA|097023105

Shares:50

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$197.7M)

BECTON DICKINSON & CO

BDX|075887109

Shares:37

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$197.7M)

CATERPILLAR INC

CAT|149123101

Shares:25

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$197.7M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:100

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$197.7M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:150

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$197.7M)

Sunoco LP

SUN|86765K109

Shares:120

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$197.7M)

Medtronic plc

MDT|G5960L103

Shares:77

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$197.7M)

78464A201

Shares:81

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$197.7M)

BlackRock, Inc.

BLK|09290D101

Shares:7

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$197.7M)

78464A821

Shares:74

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VWOcusip922042858)	224	QoQ NEW(+224) YoY-	All Managers (Combined)	$10.1K	0.0% ($10.1K/$197.7M)	QoQ NEW(+$10.1K) YoY-
OMNICOM GROUP INC.(OMCcusip681919106)	119	QoQ NEW(+119) YoY-	All Managers (Combined)	$9.9K	0.0% ($9.9K/$197.7M)	QoQ NEW(+$9.9K) YoY-
INTEL CORP(INTCcusip458140100)	417	QoQ NEW(+417) YoY-	All Managers (Combined)	$9.5K	0.0% ($9.5K/$197.7M)	QoQ NEW(+$9.5K) YoY-
Sanofi(SNYcusip80105N105)	168	QoQ NEW(+168) YoY-	All Managers (Combined)	$9.3K	0.0% ($9.3K/$197.7M)	QoQ NEW(+$9.3K) YoY-
ALLSTATE CORP(ALLcusip020002101)	44	QoQ NEW(+44) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$197.7M)	QoQ NEW(+$9.1K) YoY-
Root, Inc.(ROOTcusip77664L207)	68	QoQ NEW(+68) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$197.7M)	QoQ NEW(+$9.1K) YoY-
NIKE, Inc.(NKEcusip654106103)	140	QoQ NEW(+140) YoY-	All Managers (Combined)	$8.9K	0.0% ($8.9K/$197.7M)	QoQ NEW(+$8.9K) YoY-
DOLLAR GENERAL CORP(DGcusip256677105)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$197.7M)	QoQ NEW(+$8.8K) YoY-
DOCUSIGN, INC.(DOCUcusip256163106)	106	QoQ NEW(+106) YoY-	All Managers (Combined)	$8.6K	0.0% ($8.6K/$197.7M)	QoQ NEW(+$8.6K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	43	QoQ NEW(+43) YoY-	All Managers (Combined)	$8.6K	0.0% ($8.6K/$197.7M)	QoQ NEW(+$8.6K) YoY-
BOEING CO(BAcusip097023105)	50	QoQ NEW(+50) YoY-	All Managers (Combined)	$8.5K	0.0% ($8.5K/$197.7M)	QoQ NEW(+$8.5K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	37	QoQ NEW(+37) YoY-	All Managers (Combined)	$8.5K	0.0% ($8.5K/$197.7M)	QoQ NEW(+$8.5K) YoY-
CATERPILLAR INC(CATcusip149123101)	25	QoQ NEW(+25) YoY-	All Managers (Combined)	$8.2K	0.0% ($8.2K/$197.7M)	QoQ NEW(+$8.2K) YoY-
DuPont de Nemours, Inc.(DDcusip26614N102)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$7.5K	0.0% ($7.5K/$197.7M)	QoQ NEW(+$7.5K) YoY-
ALASKA AIR GROUP, INC.(ALKcusip011659109)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$7.4K	0.0% ($7.4K/$197.7M)	QoQ NEW(+$7.4K) YoY-
Sunoco LP(SUNcusip86765K109)	120	QoQ NEW(+120) YoY-	All Managers (Combined)	$7.0K	0.0% ($7.0K/$197.7M)	QoQ NEW(+$7.0K) YoY-
Medtronic plc(MDTcusipG5960L103)	77	QoQ NEW(+77) YoY-	All Managers (Combined)	$6.9K	0.0% ($6.9K/$197.7M)	QoQ NEW(+$6.9K) YoY-
(cusip78464A201)✕	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$6.7K	0.0% ($6.7K/$197.7M)	QoQ NEW(+$6.7K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	7	QoQ NEW(+7) YoY-	All Managers (Combined)	$6.6K	0.0% ($6.6K/$197.7M)	QoQ NEW(+$6.6K) YoY-
(cusip78464A821)✕	74	QoQ NEW(+74) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$197.7M)	QoQ NEW(+$5.9K) YoY-