Lifelong-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTTR",
  "MMM",
  null,
  "ABBV",
  null,
  "GOOGL",
  null,
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  "STX",
  "SPLG",
  "TGT",
  null,
  null,
  null,
  "IWP",
  "GSLC",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "WFC",
  "XEL",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  null,
  null,
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "ITOT",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 68
Total Value: 213441120
Accession Number: 0001725547-25-001450
Form Type: 13F-HR
CIK: lifelong-wealth-advisors
Manager Name: Lifelong-Wealth-Advisors

Data Enrichment

53% identified

36 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $213.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435G193

Shares:19.2K

Value:$442.1K

% of Portfolio:0.2% ($442.1K/$213.4M)

67092P870

Shares:18.5K

Value:$411.0K

% of Portfolio:0.2% ($411.0K/$213.4M)

NVIDIA CORP

NVDA|67066G104

Shares:3.5K

Value:$382.5K

% of Portfolio:0.2% ($382.5K/$213.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$374.2K

% of Portfolio:0.2% ($374.2K/$213.4M)

00214Q708

Shares:10.8K

Value:$360.5K

% of Portfolio:0.2% ($360.5K/$213.4M)

46432F842

IEFA|46432F842

Shares:4.6K

Value:$350.1K

% of Portfolio:0.2% ($350.1K/$213.4M)

46434G863

Shares:9.5K

Value:$331.0K

% of Portfolio:0.2% ($331.0K/$213.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.9K

Value:$328.7K

% of Portfolio:0.2% ($328.7K/$213.4M)

464287804

IJR|464287804

Shares:2.9K

Value:$306.5K

% of Portfolio:0.1% ($306.5K/$213.4M)

67092P201

Shares:3.9K

Value:$301.5K

% of Portfolio:0.1% ($301.5K/$213.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:569

Value:$298.0K

% of Portfolio:0.1% ($298.0K/$213.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.4K

Value:$297.7K

% of Portfolio:0.1% ($297.7K/$213.4M)

46429B267

Shares:12.9K

Value:$296.8K

% of Portfolio:0.1% ($296.8K/$213.4M)

464288281

Shares:3.3K

Value:$294.9K

% of Portfolio:0.1% ($294.9K/$213.4M)

46434V878

Shares:5.4K

Value:$271.4K

% of Portfolio:0.1% ($271.4K/$213.4M)

Mastercard Inc

MA|57636Q104

Shares:493

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$213.4M)

67092P300

Shares:6.4K

Value:$258.2K

% of Portfolio:0.1% ($258.2K/$213.4M)

AMAZON COM INC

AMZN|023135106

Shares:1.3K

Value:$256.1K

% of Portfolio:0.1% ($256.1K/$213.4M)

Otter Tail Corp

OTTR|689648103

Shares:3.2K

Value:$255.1K

% of Portfolio:0.1% ($255.1K/$213.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$254.2K

% of Portfolio:0.1% ($254.2K/$213.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G193)✕	19.2K	QoQ +4.18% (+770) YoY-	All Managers (Combined)	$442.1K	0.2% ($442.1K/$213.4M)	QoQ +5.74% (+$24.0K) YoY-
(cusip67092P870)✕	18.5K	QoQ -1.49% (-282) YoY-	All Managers (Combined)	$411.0K	0.2% ($411.0K/$213.4M)	QoQ +0.33% (-$1.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	3.5K	QoQ +3.70% (-126) YoY-	All Managers (Combined)	$382.5K	0.2% ($382.5K/$213.4M)	QoQ -16.30% (-$74.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -71.60% (-3.6K) YoY-	All Managers (Combined)	$374.2K	0.2% ($374.2K/$213.4M)	QoQ -81.77% (-$1.7M) YoY-
(cusip00214Q708)✕	10.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$360.5K	0.2% ($360.5K/$213.4M)	QoQ -10.22% (-$41.1K) YoY-
(IEFAcusip46432F842)	4.6K	QoQ +1.38% (+63) YoY-	All Managers (Combined)	$350.1K	0.2% ($350.1K/$213.4M)	QoQ +9.12% (+$29.3K) YoY-
(cusip46434G863)✕	9.5K	QoQ +14.97% (+1.2K) YoY-	All Managers (Combined)	$331.0K	0.2% ($331.0K/$213.4M)	QoQ +20.35% (+$56.0K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.9K	QoQ +0.78% (+15) YoY-	All Managers (Combined)	$328.7K	0.2% ($328.7K/$213.4M)	QoQ +2.44% (+$7.9K) YoY-
(IJRcusip464287804)	2.9K	QoQ -14.69% (-505) YoY-	All Managers (Combined)	$306.5K	0.1% ($306.5K/$213.4M)	QoQ -22.57% (-$89.4K) YoY-
(cusip67092P201)✕	3.9K	QoQ -11.14% (-483) YoY-	All Managers (Combined)	$301.5K	0.1% ($301.5K/$213.4M)	QoQ -18.97% (-$70.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	569	QoQ -9.25% (-58) YoY-	All Managers (Combined)	$298.0K	0.1% ($298.0K/$213.4M)	QoQ -6.04% (-$19.2K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.4K	QoQ +2.52% (+35) YoY-	All Managers (Combined)	$297.7K	0.1% ($297.7K/$213.4M)	QoQ +20.88% (+$51.4K) YoY-
(cusip46429B267)✕	12.9K	QoQ +6.63% (+803) YoY-	All Managers (Combined)	$296.8K	0.1% ($296.8K/$213.4M)	QoQ +6.65% (+$18.5K) YoY-
(cusip464288281)✕	3.3K	QoQ +25.09% (+653) YoY-	All Managers (Combined)	$294.9K	0.1% ($294.9K/$213.4M)	QoQ +27.27% (+$63.2K) YoY-
(cusip46434V878)✕	5.4K	QoQ -0.50% (-27) YoY-	All Managers (Combined)	$271.4K	0.1% ($271.4K/$213.4M)	QoQ +0.03% (-$84) YoY-
Mastercard Inc(MAcusip57636Q104)	493	QoQ +0.61% (+3) YoY-	All Managers (Combined)	$270.2K	0.1% ($270.2K/$213.4M)	QoQ +4.72% (+$12.2K) YoY-
(cusip67092P300)✕	6.4K	QoQ -8.12% (-564) YoY-	All Managers (Combined)	$258.2K	0.1% ($258.2K/$213.4M)	QoQ -5.51% (-$15.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.3K	QoQ +3.37% (-44) YoY-	All Managers (Combined)	$256.1K	0.1% ($256.1K/$213.4M)	QoQ -11.03% (-$31.8K) YoY-
Otter Tail Corp(OTTRcusip689648103)	3.2K	QoQ +0.31% (+10) YoY-	All Managers (Combined)	$255.1K	0.1% ($255.1K/$213.4M)	QoQ +9.18% (+$21.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ +8.42% (+166) YoY-	All Managers (Combined)	$254.2K	0.1% ($254.2K/$213.4M)	QoQ +19.87% (+$42.1K) YoY-