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:

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46438F101

Shares:5.4K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$205.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$247.3K

% of Portfolio:0.1% ($247.3K/$205.3M)

37960A529

Shares:5.2K

Value:$242.9K

% of Portfolio:0.1% ($242.9K/$205.3M)

37954Y293

Shares:3.7K

Value:$237.4K

% of Portfolio:0.1% ($237.4K/$205.3M)

464287622

IWB|464287622

Shares:771

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$205.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:422

Value:$221.0K

% of Portfolio:0.1% ($221.0K/$205.3M)

25434V773

Shares:8.3K

Value:$213.4K

% of Portfolio:0.1% ($213.4K/$205.3M)

25434V104

Shares:5.5K

Value:$209.9K

% of Portfolio:0.1% ($209.9K/$205.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$205.3M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.8K

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$205.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438F101)✕	5.4K	QoQ NEW(+5.4K) YoY-	All Managers (Combined)	$251.7K	0.1% ($251.7K/$205.3M)	QoQ NEW(+$251.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ +0.25% (-4) YoY-	All Managers (Combined)	$247.3K	0.1% ($247.3K/$205.3M)	QoQ -18.09% (-$54.6K) YoY-
(cusip37960A529)✕	5.2K	QoQ NEW(+5.2K) YoY-	All Managers (Combined)	$242.9K	0.1% ($242.9K/$205.3M)	QoQ NEW(+$242.9K) YoY-
(cusip37954Y293)✕	3.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$237.4K	0.1% ($237.4K/$205.3M)	QoQ +5.36% (+$12.1K) YoY-
(IWBcusip464287622)	771	QoQ +0.12% (-1) YoY-	All Managers (Combined)	$236.7K	0.1% ($236.7K/$205.3M)	QoQ -4.66% (-$11.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	422	QoQ -3.43% (-15) YoY-	All Managers (Combined)	$221.0K	0.1% ($221.0K/$205.3M)	QoQ -0.17% (-$396) YoY-
(cusip25434V773)✕	8.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$213.4K	0.1% ($213.4K/$205.3M)	QoQ +5.23% (+$10.6K) YoY-
(cusip25434V104)✕	5.5K	QoQ -66.60% (-10.9K) YoY-	All Managers (Combined)	$209.9K	0.1% ($209.9K/$205.3M)	QoQ -68.29% (-$452.2K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +15.64% (-176) YoY-	All Managers (Combined)	$203.4K	0.1% ($203.4K/$205.3M)	QoQ -5.11% (-$11.0K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$202.5K	0.1% ($202.5K/$205.3M)	QoQ NEW(+$202.5K) YoY-