Family-Office-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  null,
  null,
  null,
  "GOOGL",
  "AVDE",
  null,
  "AVEM",
  "DBEF",
  null,
  null,
  null,
  "NCDL",
  "QCOM",
  null,
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  "ICF",
  "MSFT",
  "IJR",
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "RTX",
  "GLD",
  "CI",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "IT",
  "MGC",
  null,
  null,
  "AMZN",
  "IVE",
  null,
  "VGT",
  null,
  "VOO",
  "VAC",
  "HST",
  "BRK-B",
  "CDNA",
  "ED",
  "COST",
  "DE",
  "DAL",
  "DFAC",
  "EFA",
  "IWB",
  "MAR",
  "QQQ",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 70
Total Value: 205306082
Accession Number: 0001172661-25-002402
Form Type: 13F-HR
CIK: family-office-research
Manager Name: Family-Office-Research

Data Enrichment

63% identified

44 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $205.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:2.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$205.3M)

37954Y780

Shares:38.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$205.3M)

MARRIOTT VACATIONS WORLDWIDE Corp

VAC|57164Y107

Shares:19.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.3M)

AMAZON COM INC

AMZN|023135106

Shares:5.2K

Value:$980.2K

% of Portfolio:0.5% ($980.2K/$205.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$966.1K

% of Portfolio:0.5% ($966.1K/$205.3M)

78463X749

Shares:19.9K

Value:$869.8K

% of Portfolio:0.4% ($869.8K/$205.3M)

464287564

ICF|464287564

Shares:14.0K

Value:$861.4K

% of Portfolio:0.4% ($861.4K/$205.3M)

46434V381

Shares:13.7K

Value:$791.4K

% of Portfolio:0.4% ($791.4K/$205.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$781.5K

% of Portfolio:0.4% ($781.5K/$205.3M)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$660.6K

% of Portfolio:0.3% ($660.6K/$205.3M)

53700T827

Shares:25.1K

Value:$633.3K

% of Portfolio:0.3% ($633.3K/$205.3M)

69374H303

Shares:8.1K

Value:$577.3K

% of Portfolio:0.3% ($577.3K/$205.3M)

921910873

MGC|921910873

Shares:2.8K

Value:$568.5K

% of Portfolio:0.3% ($568.5K/$205.3M)

92204A702

VGT|92204A702

Shares:1.0K

Value:$568.4K

% of Portfolio:0.3% ($568.4K/$205.3M)

233051200

DBEF|233051200

Shares:13.0K

Value:$564.6K

% of Portfolio:0.3% ($564.6K/$205.3M)

GARTNER INC

IT|366651107

Shares:1.3K

Value:$556.2K

% of Portfolio:0.3% ($556.2K/$205.3M)

464287549

Shares:6.0K

Value:$539.9K

% of Portfolio:0.3% ($539.9K/$205.3M)

46641Q654

Shares:10.6K

Value:$539.5K

% of Portfolio:0.3% ($539.5K/$205.3M)

464287465

EFA|464287465

Shares:6.4K

Value:$520.2K

% of Portfolio:0.3% ($520.2K/$205.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	2.4K	QoQ -11.23% (-300) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$205.3M)	QoQ -15.29% (-$240.5K) YoY-
(cusip37954Y780)✕	38.9K	QoQ -8.04% (-3.4K) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$205.3M)	QoQ -13.20% (-$194.8K) YoY-
MARRIOTT VACATIONS WORLDWIDE Corp(VACcusip57164Y107)	19.0K	QoQ +0.14% (-28) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.3M)	QoQ -28.35% (-$482.7K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.1K	QoQ +0.33% (-7) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.3M)	QoQ -4.24% (-$51.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	5.2K	QoQ -17.75% (-1.1K) YoY-	All Managers (Combined)	$980.2K	0.5% ($980.2K/$205.3M)	QoQ -28.67% (-$394.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ +7.21% (+122) YoY-	All Managers (Combined)	$966.1K	0.5% ($966.1K/$205.3M)	QoQ +25.96% (+$199.2K) YoY-
(cusip78463X749)✕	19.9K	QoQ -1.87% (-381) YoY-	All Managers (Combined)	$869.8K	0.4% ($869.8K/$205.3M)	QoQ -0.16% (-$1.4K) YoY-
(ICFcusip464287564)	14.0K	QoQ -0.65% (-92) YoY-	All Managers (Combined)	$861.4K	0.4% ($861.4K/$205.3M)	QoQ +1.44% (-$12.3K) YoY-
(cusip46434V381)✕	13.7K	QoQ -22.85% (-4.1K) YoY-	All Managers (Combined)	$791.4K	0.4% ($791.4K/$205.3M)	QoQ -25.56% (-$271.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +59.41% (+505) YoY-	All Managers (Combined)	$781.5K	0.4% ($781.5K/$205.3M)	QoQ +56.95% (+$283.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ +9.86% (-158) YoY-	All Managers (Combined)	$660.6K	0.3% ($660.6K/$205.3M)	QoQ -2.14% (-$14.5K) YoY-
(cusip53700T827)✕	25.1K	QoQ NEW(+25.1K) YoY-	All Managers (Combined)	$633.3K	0.3% ($633.3K/$205.3M)	QoQ NEW(+$633.3K) YoY-
(cusip69374H303)✕	8.1K	QoQ -3.42% (-288) YoY-	All Managers (Combined)	$577.3K	0.3% ($577.3K/$205.3M)	QoQ -7.35% (-$45.8K) YoY-
(MGCcusip921910873)	2.8K	QoQ -6.95% (-211) YoY-	All Managers (Combined)	$568.5K	0.3% ($568.5K/$205.3M)	QoQ -11.87% (-$76.6K) YoY-
(VGTcusip92204A702)	1.0K	QoQ +96.62% (+515) YoY-	All Managers (Combined)	$568.4K	0.3% ($568.4K/$205.3M)	QoQ +71.33% (+$236.7K) YoY-
(DBEFcusip233051200)	13.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$564.6K	0.3% ($564.6K/$205.3M)	QoQ +4.58% (+$24.8K) YoY-
GARTNER INC(ITcusip366651107)	1.3K	QoQ -9.67% (-142) YoY-	All Managers (Combined)	$556.2K	0.3% ($556.2K/$205.3M)	QoQ -21.74% (-$154.6K) YoY-
(cusip464287549)✕	6.0K	QoQ -1.37% (-83) YoY-	All Managers (Combined)	$539.9K	0.3% ($539.9K/$205.3M)	QoQ -12.39% (-$76.4K) YoY-
(cusip46641Q654)✕	10.6K	QoQ +0.73% (+77) YoY-	All Managers (Combined)	$539.5K	0.3% ($539.5K/$205.3M)	QoQ +1.01% (+$5.4K) YoY-
(EFAcusip464287465)	6.4K	QoQ -25.59% (-2.2K) YoY-	All Managers (Combined)	$520.2K	0.3% ($520.2K/$205.3M)	QoQ -19.56% (-$126.6K) YoY-