Vested-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  null,
  null,
  null,
  null,
  "AAPL",
  "SPY",
  null,
  "SPDW",
  null,
  "VXF",
  "ESGD",
  "VGT",
  "VTEB",
  "VT",
  "VOO",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "QQQ",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 25
Total Value: 100067914
Accession Number: 0001085146-25-002456
Form Type: 13F-HR
CIK: vested-financial-planning
Manager Name: Vested-Financial-Planning

Data Enrichment

60% identified

15 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $100.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 2

Sort by:

Airbnb, Inc.

ABNB|009066101

Shares:2.2K

Value:$259.3K

% of Portfolio:0.3% ($259.3K/$100.1M)

92204A702

VGT|92204A702

Shares:461

Value:$250.0K

% of Portfolio:0.2% ($250.0K/$100.1M)

25434V658

Shares:8.5K

Value:$222.8K

% of Portfolio:0.2% ($222.8K/$100.1M)

46435G516

ESGD|46435G516

Shares:2.7K

Value:$218.6K

% of Portfolio:0.2% ($218.6K/$100.1M)

46654Q815

Shares:4.2K

Value:$207.8K

% of Portfolio:0.2% ($207.8K/$100.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Airbnb, Inc.(ABNBcusip009066101)	2.2K	QoQ +9.09% (-181) YoY-	All Managers (Combined)	$259.3K	0.3% ($259.3K/$100.1M)	QoQ -0.82% (-$2.2K) YoY-
(VGTcusip92204A702)	461	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$250.0K	0.2% ($250.0K/$100.1M)	QoQ -12.77% (-$36.6K) YoY-
(cusip25434V658)✕	8.5K	QoQ -5.13% (-459) YoY-	All Managers (Combined)	$222.8K	0.2% ($222.8K/$100.1M)	QoQ -2.45% (-$5.6K) YoY-
(ESGDcusip46435G516)	2.7K	QoQ -23.63% (-828) YoY-	All Managers (Combined)	$218.6K	0.2% ($218.6K/$100.1M)	QoQ -18.06% (-$48.2K) YoY-
(cusip46654Q815)✕	4.2K	QoQ -27.21% (-1.6K) YoY-	All Managers (Combined)	$207.8K	0.2% ($207.8K/$100.1M)	QoQ -27.60% (-$79.2K) YoY-