Drucker-Wealth-30

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AVGO",
  "KMX",
  "DUK",
  "PAGP",
  "EBAY",
  "GD",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  "QCOM",
  "LAMR",
  "AMAT",
  "BKNG",
  "META",
  null,
  "IQV",
  null,
  "NNY",
  "KMI",
  "IWS",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "FIS",
  "GE",
  "GPC",
  "NVS",
  "OMC",
  "FAST",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  "RTX",
  null,
  "AMT",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TFC",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  "VIG",
  "LYG",
  "SNY",
  "TSM",
  "GSK",
  "ETR",
  "VYM",
  null,
  "ADSK",
  "SDY",
  "FI",
  "WEC",
  "DEO",
  "AMZN",
  "HII",
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  "VYMI",
  "VXUS",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "CHKP",
  "EIX",
  "CRM",
  "DGRO",
  "MCK",
  "SPYV",
  "ESGU",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  null,
  "RSP",
  "ADI",
  "NEE",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 154
Total Value: 454368603
Accession Number: 0002031642-25-000004
Form Type: 13F-HR
CIK: drucker-wealth-30
Manager Name: Drucker-Wealth-30

Data Enrichment

89% identified

137 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $454.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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922908363

VOO|922908363

Shares:88.6K

Value:$45.5M

% of Portfolio:10.0% ($45.5M/$454.4M)

921937835

BND|921937835

Shares:407.8K

Value:$30.0M

% of Portfolio:6.6% ($30.0M/$454.4M)

921908844

VIG|921908844

Shares:95.3K

Value:$18.5M

% of Portfolio:4.1% ($18.5M/$454.4M)

922908751

VB|922908751

Shares:80.1K

Value:$17.8M

% of Portfolio:3.9% ($17.8M/$454.4M)

922908769

VTI|922908769

Shares:60.8K

Value:$16.7M

% of Portfolio:3.7% ($16.7M/$454.4M)

921946406

VYM|921946406

Shares:129.5K

Value:$16.7M

% of Portfolio:3.7% ($16.7M/$454.4M)

Apple Inc.

AAPL|037833100

Shares:69.8K

Value:$15.5M

% of Portfolio:3.4% ($15.5M/$454.4M)

921943858

VEA|921943858

Shares:271.6K

Value:$13.8M

% of Portfolio:3.0% ($13.8M/$454.4M)

92204A702

VGT|92204A702

Shares:21.9K

Value:$11.9M

% of Portfolio:2.6% ($11.9M/$454.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:37.6K

Value:$9.2M

% of Portfolio:2.0% ($9.2M/$454.4M)

922908629

VO|922908629

Shares:34.9K

Value:$9.0M

% of Portfolio:2.0% ($9.0M/$454.4M)

92206C573

Shares:111.1K

Value:$8.5M

% of Portfolio:1.9% ($8.5M/$454.4M)

922908744

VTV|922908744

Shares:48.5K

Value:$8.4M

% of Portfolio:1.8% ($8.4M/$454.4M)

921946794

VYMI|921946794

Shares:111.4K

Value:$8.2M

% of Portfolio:1.8% ($8.2M/$454.4M)

MICROSOFT CORP

MSFT|594918104

Shares:20.6K

Value:$7.7M

% of Portfolio:1.7% ($7.7M/$454.4M)

Philip Morris International Inc.

PM|718172109

Shares:41.7K

Value:$6.6M

% of Portfolio:1.5% ($6.6M/$454.4M)

922042858

VWO|922042858

Shares:141.1K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$454.4M)

922908736

VUG|922908736

Shares:17.1K

Value:$6.3M

% of Portfolio:1.4% ($6.3M/$454.4M)

AMAZON COM INC

AMZN|023135106

Shares:31.2K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$454.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:82.0K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$454.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	88.6K	QoQ +37.25% (+24.0K) YoY-	All Managers (Combined)	$45.5M	10.0% ($45.5M/$454.4M)	QoQ +30.90% (+$10.7M) YoY-
(BNDcusip921937835)	407.8K	QoQ +82.11% (+183.9K) YoY-	All Managers (Combined)	$30.0M	6.6% ($30.0M/$454.4M)	QoQ +86.01% (+$13.8M) YoY-
(VIGcusip921908844)	95.3K	QoQ +55.96% (+34.2K) YoY-	All Managers (Combined)	$18.5M	4.1% ($18.5M/$454.4M)	QoQ +54.49% (+$6.5M) YoY-
(VBcusip922908751)	80.1K	QoQ -(+80.1K) YoY-	All Managers (Combined)	$17.8M	3.9% ($17.8M/$454.4M)	QoQ +34843682.35% (+$17.8M) YoY-
(VTIcusip922908769)	60.8K	QoQ +6084800.00% (+60.8K) YoY-	All Managers (Combined)	$16.7M	3.7% ($16.7M/$454.4M)	QoQ +5994045.16% (+$16.7M) YoY-
(VYMcusip921946406)	129.5K	QoQ -21.40% (-35.3K) YoY-	All Managers (Combined)	$16.7M	3.7% ($16.7M/$454.4M)	QoQ -20.55% (-$4.3M) YoY-
Apple Inc.(AAPLcusip037833100)	69.8K	QoQ +3.96% (-2.7K) YoY-	All Managers (Combined)	$15.5M	3.4% ($15.5M/$454.4M)	QoQ -7.77% (-$1.3M) YoY-
(VEAcusip921943858)	271.6K	QoQ +9052333.33% (+271.6K) YoY-	All Managers (Combined)	$13.8M	3.0% ($13.8M/$454.4M)	QoQ +11222722.76% (+$13.8M) YoY-
(VGTcusip92204A702)	21.9K	QoQ +37.82% (+6.0K) YoY-	All Managers (Combined)	$11.9M	2.6% ($11.9M/$454.4M)	QoQ +20.21% (+$2.0M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	37.6K	QoQ -3.01% (-1.2K) YoY-	All Managers (Combined)	$9.2M	2.0% ($9.2M/$454.4M)	QoQ -0.75% (-$70.1K) YoY-
(VOcusip922908629)	34.9K	QoQ -(+34.9K) YoY-	All Managers (Combined)	$9.0M	2.0% ($9.0M/$454.4M)	QoQ +22577570.00% (+$9.0M) YoY-
(cusip92206C573)✕	111.1K	QoQ -3.17% (-3.6K) YoY-	All Managers (Combined)	$8.5M	1.9% ($8.5M/$454.4M)	QoQ -1.78% (-$154.7K) YoY-
(VTVcusip922908744)	48.5K	QoQ +12.22% (+5.3K) YoY-	All Managers (Combined)	$8.4M	1.8% ($8.4M/$454.4M)	QoQ +14.51% (+$1.1M) YoY-
(VYMIcusip921946794)	111.4K	QoQ -0.58% (-652) YoY-	All Managers (Combined)	$8.2M	1.8% ($8.2M/$454.4M)	QoQ +7.92% (-$602.7K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	20.6K	QoQ +0.26% (-54) YoY-	All Managers (Combined)	$7.7M	1.7% ($7.7M/$454.4M)	QoQ -10.70% (-$927.0K) YoY-
Philip Morris International Inc.(PMcusip718172109)	41.7K	QoQ -3.55% (-1.5K) YoY-	All Managers (Combined)	$6.6M	1.5% ($6.6M/$454.4M)	QoQ +27.19% (-$1.4M) YoY-
(VWOcusip922042858)	141.1K	QoQ +14107900.00% (+141.1K) YoY-	All Managers (Combined)	$6.4M	1.4% ($6.4M/$454.4M)	QoQ +12770482.00% (+$6.4M) YoY-
(VUGcusip922908736)	17.1K	QoQ -24.15% (-5.4K) YoY-	All Managers (Combined)	$6.3M	1.4% ($6.3M/$454.4M)	QoQ -31.47% (-$2.9M) YoY-
AMAZON COM INC(AMZNcusip023135106)	31.2K	QoQ -7.46% (-2.5K) YoY-	All Managers (Combined)	$5.9M	1.3% ($5.9M/$454.4M)	QoQ -19.75% (-$1.5M) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	82.0K	QoQ -6.39% (-5.6K) YoY-	All Managers (Combined)	$5.9M	1.3% ($5.9M/$454.4M)	QoQ -4.32% (-$266.3K) YoY-