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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46137V308

Shares:2.0K

Value:$223.1K

% of Portfolio:0.1% ($223.1K/$197.7M)

337345102

Shares:1.3K

Value:$223.0K

% of Portfolio:0.1% ($223.0K/$197.7M)

46137V241

Shares:3.3K

Value:$220.4K

% of Portfolio:0.1% ($220.4K/$197.7M)

67092P508

Shares:6.4K

Value:$217.4K

% of Portfolio:0.1% ($217.4K/$197.7M)

33734X176

Shares:1.6K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$197.7M)

464287671

IUSG|464287671

Shares:1.6K

Value:$198.1K

% of Portfolio:0.1% ($198.1K/$197.7M)

67092P607

Shares:5.1K

Value:$194.8K

% of Portfolio:0.1% ($194.8K/$197.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:356

Value:$186.3K

% of Portfolio:0.1% ($186.3K/$197.7M)

VERISIGN INC/CA

VRSN|92343E102

Shares:730

Value:$185.3K

% of Portfolio:0.1% ($185.3K/$197.7M)

464289859

Shares:2.4K

Value:$184.3K

% of Portfolio:0.1% ($184.3K/$197.7M)

464287614

IWF|464287614

Shares:489

Value:$176.6K

% of Portfolio:0.1% ($176.6K/$197.7M)

Elevance Health, Inc.

ELV|036752103

Shares:405

Value:$176.0K

% of Portfolio:0.1% ($176.0K/$197.7M)

464287507

IJH|464287507

Shares:2.8K

Value:$161.0K

% of Portfolio:0.1% ($161.0K/$197.7M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:1.4K

Value:$158.5K

% of Portfolio:0.1% ($158.5K/$197.7M)

46432F339

QUAL|46432F339

Shares:924

Value:$157.9K

% of Portfolio:0.1% ($157.9K/$197.7M)

67092P409

Shares:3.7K

Value:$157.6K

% of Portfolio:0.1% ($157.6K/$197.7M)

33733E302

Shares:680

Value:$151.1K

% of Portfolio:0.1% ($151.1K/$197.7M)

922908363

VOO|922908363

Shares:278

Value:$142.9K

% of Portfolio:0.1% ($142.9K/$197.7M)

46432F842

IEFA|46432F842

Shares:1.7K

Value:$130.6K

% of Portfolio:0.1% ($130.6K/$197.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:225

Value:$125.9K

% of Portfolio:0.1% ($125.9K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V308)✕	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$223.1K	0.1% ($223.1K/$197.7M)	QoQ -2.14% (-$4.9K) YoY-
(cusip337345102)✕	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$223.0K	0.1% ($223.0K/$197.7M)	QoQ -7.81% (-$18.9K) YoY-
(cusip46137V241)✕	3.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$220.4K	0.1% ($220.4K/$197.7M)	QoQ -1.02% (-$2.3K) YoY-
(cusip67092P508)✕	6.4K	QoQ -18.69% (-1.5K) YoY-	All Managers (Combined)	$217.4K	0.1% ($217.4K/$197.7M)	QoQ -20.09% (-$54.7K) YoY-
(cusip33734X176)✕	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$205.5K	0.1% ($205.5K/$197.7M)	QoQ -10.97% (-$25.3K) YoY-
(IUSGcusip464287671)	1.6K	QoQ -4.82% (-79) YoY-	All Managers (Combined)	$198.1K	0.1% ($198.1K/$197.7M)	QoQ -13.20% (-$30.1K) YoY-
(cusip67092P607)✕	5.1K	QoQ -16.21% (-983) YoY-	All Managers (Combined)	$194.8K	0.1% ($194.8K/$197.7M)	QoQ -23.31% (-$59.2K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	356	QoQ NEW(+356) YoY-	All Managers (Combined)	$186.3K	0.1% ($186.3K/$197.7M)	QoQ NEW(+$186.3K) YoY-
VERISIGN INC/CA(VRSNcusip92343E102)	730	QoQ NEW(+730) YoY-	All Managers (Combined)	$185.3K	0.1% ($185.3K/$197.7M)	QoQ NEW(+$185.3K) YoY-
(cusip464289859)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$184.3K	0.1% ($184.3K/$197.7M)	QoQ NEW(+$184.3K) YoY-
(IWFcusip464287614)	489	QoQ NEW(+489) YoY-	All Managers (Combined)	$176.6K	0.1% ($176.6K/$197.7M)	QoQ NEW(+$176.6K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	405	QoQ NEW(+405) YoY-	All Managers (Combined)	$176.0K	0.1% ($176.0K/$197.7M)	QoQ NEW(+$176.0K) YoY-
(IJHcusip464287507)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$161.0K	0.1% ($161.0K/$197.7M)	QoQ NEW(+$161.0K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$158.5K	0.1% ($158.5K/$197.7M)	QoQ NEW(+$158.5K) YoY-
(QUALcusip46432F339)	924	QoQ NEW(+924) YoY-	All Managers (Combined)	$157.9K	0.1% ($157.9K/$197.7M)	QoQ NEW(+$157.9K) YoY-
(cusip67092P409)✕	3.7K	QoQ -19.28% (-877) YoY-	All Managers (Combined)	$157.6K	0.1% ($157.6K/$197.7M)	QoQ -26.88% (-$57.9K) YoY-
(cusip33733E302)✕	680	QoQ NEW(+680) YoY-	All Managers (Combined)	$151.1K	0.1% ($151.1K/$197.7M)	QoQ NEW(+$151.1K) YoY-
(VOOcusip922908363)	278	QoQ NEW(+278) YoY-	All Managers (Combined)	$142.9K	0.1% ($142.9K/$197.7M)	QoQ NEW(+$142.9K) YoY-
(IEFAcusip46432F842)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$130.6K	0.1% ($130.6K/$197.7M)	QoQ NEW(+$130.6K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	225	QoQ NEW(+225) YoY-	All Managers (Combined)	$125.9K	0.1% ($125.9K/$197.7M)	QoQ NEW(+$125.9K) YoY-