Investors-Fiduciary-Advisor-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "BEPC",
  null,
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  "DUK",
  null,
  null,
  "CLSD",
  null,
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  null,
  "EMXC",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ENSG",
  "MSFT",
  "MS",
  null,
  "DLN",
  "BX",
  "EFG",
  null,
  null,
  "VHT",
  "NNN",
  null,
  "PEP",
  "IRM",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SLB",
  "SRE",
  "O",
  "SHEL",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  null,
  "ARE",
  null,
  "AMD",
  "WM",
  "BIPC",
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VGK",
  "BLV",
  null,
  "BND",
  "VBR",
  "VB",
  null,
  "VTV",
  "V",
  "WMT",
  "WES",
  null,
  "WK",
  "IUSG",
  "SCHD",
  null,
  "SCHA",
  "SO",
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  "DGRO",
  null,
  "ESGU",
  null,
  null,
  null,
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "FANG",
  "EFA",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 166
Total Value: 212021
Accession Number: 0001898296-25-000007
Form Type: 13F-HR
CIK: investors-fiduciary-advisor-network
Manager Name: Investors-Fiduciary-Advisor-Network

Data Enrichment

63% identified

105 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

166 positions • $212.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69374H857

Shares:65.8K

Value:$2.5M

% of Portfolio:1163.1% ($2.5M/$212.0K)

Alphabet Inc.

GOOG|02079K107

Shares:15.4K

Value:$2.4M

% of Portfolio:1137.2% ($2.4M/$212.0K)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:18.1K

Value:$2.3M

% of Portfolio:1105.1% ($2.3M/$212.0K)

Broadcom Inc.

AVGO|11135F101

Shares:13.7K

Value:$2.3M

% of Portfolio:1081.0% ($2.3M/$212.0K)

81369Y803

XLK|81369Y803

Shares:10.7K

Value:$2.2M

% of Portfolio:1042.8% ($2.2M/$212.0K)

46436E767

Shares:46.3K

Value:$2.2M

% of Portfolio:1018.8% ($2.2M/$212.0K)

46434V613

Shares:44.7K

Value:$2.1M

% of Portfolio:971.6% ($2.1M/$212.0K)

922908744

VTV|922908744

Shares:11.6K

Value:$2.0M

% of Portfolio:946.6% ($2.0M/$212.0K)

92204A405

VFH|92204A405

Shares:16.6K

Value:$2.0M

% of Portfolio:935.8% ($2.0M/$212.0K)

33739Q408

Shares:31.7K

Value:$1.9M

% of Portfolio:894.3% ($1.9M/$212.0K)

922908736

VUG|922908736

Shares:5.0K

Value:$1.9M

% of Portfolio:877.7% ($1.9M/$212.0K)

46435G193

Shares:80.5K

Value:$1.9M

% of Portfolio:875.9% ($1.9M/$212.0K)

46435U549

Shares:39.1K

Value:$1.9M

% of Portfolio:874.9% ($1.9M/$212.0K)

464287309

IVW|464287309

Shares:18.8K

Value:$1.7M

% of Portfolio:824.4% ($1.7M/$212.0K)

922908611

VBR|922908611

Shares:9.3K

Value:$1.7M

% of Portfolio:819.7% ($1.7M/$212.0K)

46641Q332

Shares:28.5K

Value:$1.6M

% of Portfolio:766.4% ($1.6M/$212.0K)

336917109

Shares:36.5K

Value:$1.6M

% of Portfolio:746.6% ($1.6M/$212.0K)

46436E759

Shares:22.6K

Value:$1.5M

% of Portfolio:718.8% ($1.5M/$212.0K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.6K

Value:$1.5M

% of Portfolio:706.5% ($1.5M/$212.0K)

921937835

BND|921937835

Shares:20.2K

Value:$1.5M

% of Portfolio:699.9% ($1.5M/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H857)✕	65.8K	QoQ +27.09% (+14.0K) YoY-	All Managers (Combined)	$2.5M	1163.1% ($2.5M/$212.0K)	QoQ +8.30% (+$0) YoY-
Alphabet Inc.(GOOGcusip02079K107)	15.4K	QoQ -1.36% (-214) YoY-	All Managers (Combined)	$2.4M	1137.2% ($2.4M/$212.0K)	QoQ -19.09% (-$1) YoY-
ENSIGN GROUP, INC(ENSGcusip29358P101)	18.1K	QoQ -2.35% (-437) YoY-	All Managers (Combined)	$2.3M	1105.1% ($2.3M/$212.0K)	QoQ -4.91% (-$0) YoY-
Broadcom Inc.(AVGOcusip11135F101)	13.7K	QoQ -13.50% (-2.1K) YoY-	All Managers (Combined)	$2.3M	1081.0% ($2.3M/$212.0K)	QoQ -37.53% (-$1) YoY-
(XLKcusip81369Y803)	10.7K	QoQ -11.80% (-1.4K) YoY-	All Managers (Combined)	$2.2M	1042.8% ($2.2M/$212.0K)	QoQ -21.67% (-$1) YoY-
(cusip46436E767)✕	46.3K	QoQ +6.98% (+3.0K) YoY-	All Managers (Combined)	$2.2M	1018.8% ($2.2M/$212.0K)	QoQ +0.41% (+$0) YoY-
(cusip46434V613)✕	44.7K	QoQ -2.22% (-1.0K) YoY-	All Managers (Combined)	$2.1M	971.6% ($2.1M/$212.0K)	QoQ -0.33% (-$0) YoY-
(VTVcusip922908744)	11.6K	QoQ +12.52% (+1.3K) YoY-	All Managers (Combined)	$2.0M	946.6% ($2.0M/$212.0K)	QoQ +14.81% (+$0) YoY-
(VFHcusip92204A405)	16.6K	QoQ -4.67% (-814) YoY-	All Managers (Combined)	$2.0M	935.8% ($2.0M/$212.0K)	QoQ -3.54% (-$0) YoY-
(cusip33739Q408)✕	31.7K	QoQ -2.54% (-828) YoY-	All Managers (Combined)	$1.9M	894.3% ($1.9M/$212.0K)	QoQ -2.41% (-$0) YoY-
(VUGcusip922908736)	5.0K	QoQ -5.99% (-320) YoY-	All Managers (Combined)	$1.9M	877.7% ($1.9M/$212.0K)	QoQ -15.06% (-$0) YoY-
(cusip46435G193)✕	80.5K	QoQ -0.70% (-573) YoY-	All Managers (Combined)	$1.9M	875.9% ($1.9M/$212.0K)	QoQ +0.81% (-$0) YoY-
(cusip46435U549)✕	39.1K	QoQ -0.05% (-20) YoY-	All Managers (Combined)	$1.9M	874.9% ($1.9M/$212.0K)	QoQ +2.20% (-$0) YoY-
(IVWcusip464287309)	18.8K	QoQ -6.80% (-1.4K) YoY-	All Managers (Combined)	$1.7M	824.4% ($1.7M/$212.0K)	QoQ -14.77% (-$0) YoY-
(VBRcusip922908611)	9.3K	QoQ -15.94% (-1.8K) YoY-	All Managers (Combined)	$1.7M	819.7% ($1.7M/$212.0K)	QoQ -21.00% (-$0) YoY-
(cusip46641Q332)✕	28.5K	QoQ +10.03% (+2.6K) YoY-	All Managers (Combined)	$1.6M	766.4% ($1.6M/$212.0K)	QoQ +9.28% (+$0) YoY-
(cusip336917109)✕	36.5K	QoQ -1.68% (-626) YoY-	All Managers (Combined)	$1.6M	746.6% ($1.6M/$212.0K)	QoQ +6.09% (-$0) YoY-
(cusip46436E759)✕	22.6K	QoQ +2.31% (+513) YoY-	All Managers (Combined)	$1.5M	718.8% ($1.5M/$212.0K)	QoQ +6.64% (+$0) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.6K	QoQ -21.58% (-436) YoY-	All Managers (Combined)	$1.5M	706.5% ($1.5M/$212.0K)	QoQ -19.07% (-$0) YoY-
(BNDcusip921937835)	20.2K	QoQ +14.92% (+2.6K) YoY-	All Managers (Combined)	$1.5M	699.9% ($1.5M/$212.0K)	QoQ +17.40% (+$0) YoY-