Rik-Saylor-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "KIO",
  null,
  null,
  null,
  "IVW",
  "IJH",
  "PRCH",
  null,
  null,
  null,
  null,
  null,
  "GE",
  null,
  "IJR",
  "KR",
  null,
  null,
  "EEM",
  "IRM",
  "IVV",
  null,
  "AAPL",
  null,
  "PLTR",
  "PG",
  null,
  null,
  "GLD",
  "SPYG",
  null,
  null,
  "SBUX",
  "WMS",
  "VXF",
  "ACWV",
  null,
  null,
  "IEF",
  null,
  "FSK",
  "AHR",
  null,
  "IVE",
  null,
  null,
  null,
  "VEU",
  "MGK",
  null,
  "VB",
  "DVY",
  null,
  null,
  null,
  "MTUM",
  "IUSV",
  "GEV",
  "DGRO",
  "SPYV",
  null,
  "BRK-B",
  "CVX",
  "DAL",
  null,
  "IJJ",
  "USMV",
  "QQQ",
  "IWM",
  "ELV",
  "TSLA",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 78
Total Value: 113504801
Accession Number: 0001986152-25-000038
Form Type: 13F-HR
CIK: rik-saylor-financial
Manager Name: Rik-Saylor-Financial

Data Enrichment

55% identified

43 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $113.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922042775

VEU|922042775

Shares:14.5K

Value:$877.9K

% of Portfolio:0.8% ($877.9K/$113.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.6K

Value:$861.7K

% of Portfolio:0.8% ($861.7K/$113.5M)

464287572

Shares:8.9K

Value:$852.5K

% of Portfolio:0.8% ($852.5K/$113.5M)

464287846

Shares:6.2K

Value:$838.6K

% of Portfolio:0.7% ($838.6K/$113.5M)

922908652

VXF|922908652

Shares:4.1K

Value:$708.4K

% of Portfolio:0.6% ($708.4K/$113.5M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:8.2K

Value:$707.4K

% of Portfolio:0.6% ($707.4K/$113.5M)

464287168

DVY|464287168

Shares:5.2K

Value:$692.8K

% of Portfolio:0.6% ($692.8K/$113.5M)

464287176

Shares:6.2K

Value:$686.4K

% of Portfolio:0.6% ($686.4K/$113.5M)

CHEVRON CORP

CVX|166764100

Shares:4.0K

Value:$676.6K

% of Portfolio:0.6% ($676.6K/$113.5M)

464287440

IEF|464287440

Shares:6.8K

Value:$649.0K

% of Portfolio:0.6% ($649.0K/$113.5M)

46434V621

DGRO|46434V621

Shares:10.3K

Value:$639.4K

% of Portfolio:0.6% ($639.4K/$113.5M)

464287721

Shares:4.3K

Value:$600.6K

% of Portfolio:0.5% ($600.6K/$113.5M)

46429B747

Shares:5.4K

Value:$563.8K

% of Portfolio:0.5% ($563.8K/$113.5M)

33740U109

Shares:26.6K

Value:$562.5K

% of Portfolio:0.5% ($562.5K/$113.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.8K

Value:$552.4K

% of Portfolio:0.5% ($552.4K/$113.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.5K

Value:$550.0K

% of Portfolio:0.5% ($550.0K/$113.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$526.3K

% of Portfolio:0.5% ($526.3K/$113.5M)

464288513

Shares:6.7K

Value:$526.0K

% of Portfolio:0.5% ($526.0K/$113.5M)

464287788

Shares:4.3K

Value:$487.1K

% of Portfolio:0.4% ($487.1K/$113.5M)

46429B663

Shares:3.6K

Value:$441.3K

% of Portfolio:0.4% ($441.3K/$113.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	14.5K	QoQ +1.64% (+234) YoY-	All Managers (Combined)	$877.9K	0.8% ($877.9K/$113.5M)	QoQ +7.39% (+$60.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$861.7K	0.8% ($861.7K/$113.5M)	QoQ +17.49% (+$128.3K) YoY-
(cusip464287572)✕	8.9K	QoQ -1.88% (-170) YoY-	All Managers (Combined)	$852.5K	0.8% ($852.5K/$113.5M)	QoQ -6.24% (-$56.8K) YoY-
(cusip464287846)✕	6.2K	QoQ -10.74% (-742) YoY-	All Managers (Combined)	$838.6K	0.7% ($838.6K/$113.5M)	QoQ -15.11% (-$149.3K) YoY-
(VXFcusip922908652)	4.1K	QoQ -4.28% (-184) YoY-	All Managers (Combined)	$708.4K	0.6% ($708.4K/$113.5M)	QoQ -13.22% (-$108.0K) YoY-
IRON MOUNTAIN INC(IRMcusip46284V101)	8.2K	QoQ +0.12% (-10) YoY-	All Managers (Combined)	$707.4K	0.6% ($707.4K/$113.5M)	QoQ -18.04% (-$155.8K) YoY-
(DVYcusip464287168)	5.2K	QoQ +0.40% (+21) YoY-	All Managers (Combined)	$692.8K	0.6% ($692.8K/$113.5M)	QoQ +2.70% (+$18.2K) YoY-
(cusip464287176)✕	6.2K	QoQ -1.95% (-123) YoY-	All Managers (Combined)	$686.4K	0.6% ($686.4K/$113.5M)	QoQ +2.21% (-$14.9K) YoY-
CHEVRON CORP(CVXcusip166764100)	4.0K	QoQ +0.42% (+17) YoY-	All Managers (Combined)	$676.6K	0.6% ($676.6K/$113.5M)	QoQ +15.98% (+$93.3K) YoY-
(IEFcusip464287440)	6.8K	QoQ -1.54% (-107) YoY-	All Managers (Combined)	$649.0K	0.6% ($649.0K/$113.5M)	QoQ +1.56% (-$10.0K) YoY-
(DGROcusip46434V621)	10.3K	QoQ +0.04% (+5) YoY-	All Managers (Combined)	$639.4K	0.6% ($639.4K/$113.5M)	QoQ +0.76% (+$4.9K) YoY-
(cusip464287721)✕	4.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$600.6K	0.5% ($600.6K/$113.5M)	QoQ -11.95% (-$81.6K) YoY-
(cusip46429B747)✕	5.4K	QoQ -1.23% (-68) YoY-	All Managers (Combined)	$563.8K	0.5% ($563.8K/$113.5M)	QoQ +1.57% (-$8.8K) YoY-
(cusip33740U109)✕	26.6K	QoQ -2.01% (-546) YoY-	All Managers (Combined)	$562.5K	0.5% ($562.5K/$113.5M)	QoQ +0.16% (-$937) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	2.8K	QoQ +31.36% (+659) YoY-	All Managers (Combined)	$552.4K	0.5% ($552.4K/$113.5M)	QoQ +57.68% (+$202.1K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	6.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$550.0K	0.5% ($550.0K/$113.5M)	QoQ +11.59% (+$57.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ +0.28% (+6) YoY-	All Managers (Combined)	$526.3K	0.5% ($526.3K/$113.5M)	QoQ +2.59% (+$13.3K) YoY-
(cusip464288513)✕	6.7K	QoQ +0.03% (+2) YoY-	All Managers (Combined)	$526.0K	0.5% ($526.0K/$113.5M)	QoQ +0.34% (+$1.8K) YoY-
(cusip464287788)✕	4.3K	QoQ +0.04% (+2) YoY-	All Managers (Combined)	$487.1K	0.4% ($487.1K/$113.5M)	QoQ +2.09% (+$10.0K) YoY-
(cusip46429B663)✕	3.6K	QoQ +0.13% (+5) YoY-	All Managers (Combined)	$441.3K	0.4% ($441.3K/$113.5M)	QoQ +8.05% (+$32.9K) YoY-