Valued-Retirements
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ACN", "APD", null, "VONG", "GOOGL", null, "AVGO", null, null, null, null, "DBEF", "CCI", null, null, null, null, "META", null, "IJH", null, null, null, null, null, null, "MA", "MSFT", null, "BX", null, null, "IRM", "AAPL", "NVDA", "SPYG", null, "IVOO", null, null, "VCIT", null, "VIG", null, null, "IWP", "IWR", "AMZN", "VEU", "VUG", null, "VXUS", "VOOG", null, null, "VB", "VOO", "V", "WELL", "XEL", "EXPI", "SCHF", null, "SO", "SPOT", null, null, "SPYV", "BRK-B", "CSCO", "COST", "RSP", "EFA", "QQQ", "EPD", "GOOG", "XOM", "NFLX", "APO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 82
- Total Value
- 76056600
- Accession Number
- 0002044874-25-000004
- Form Type
- 13F-HR
- Manager Name
- Valued-Retirements
Data Enrichment
59% identified48 identified34 unidentified
Holdings
82 positions • $76.1M total value
Manager:
Search and click to pin securities to the top