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:

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.5K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$213.4M)

46436E759

Shares:3.6K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$213.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.4K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$213.4M)

67092P805

Shares:6.7K

Value:$213.9K

% of Portfolio:0.1% ($213.9K/$213.4M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:2.5K

Value:$211.6K

% of Portfolio:0.1% ($211.6K/$213.4M)

G7997R953

Shares:2.4K

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$213.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$201.5K

% of Portfolio:0.1% ($201.5K/$213.4M)

464287150

ITOT|464287150

Shares:1.6K

Value:$200.5K

% of Portfolio:0.1% ($200.5K/$213.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$253.1K	0.1% ($253.1K/$213.4M)	QoQ NEW(+$253.1K) YoY-
(cusip46436E759)✕	3.6K	QoQ -12.98% (-536) YoY-	All Managers (Combined)	$241.8K	0.1% ($241.8K/$213.4M)	QoQ -9.32% (-$24.9K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.4K	QoQ +3.70% (-51) YoY-	All Managers (Combined)	$220.5K	0.1% ($220.5K/$213.4M)	QoQ -15.27% (-$39.8K) YoY-
(cusip67092P805)✕	6.7K	QoQ -8.76% (-645) YoY-	All Managers (Combined)	$213.9K	0.1% ($213.9K/$213.4M)	QoQ -3.32% (-$7.4K) YoY-
Seagate Technology Holdings plc(STXcusipG7997R103)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$211.6K	0.1% ($211.6K/$213.4M)	QoQ -1.57% (-$3.4K) YoY-
(cusipG7997R953)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$203.9K	0.1% ($203.9K/$213.4M)	QoQ NEW(+$203.9K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +0.78% (-10) YoY-	All Managers (Combined)	$201.5K	0.1% ($201.5K/$213.4M)	QoQ -17.32% (-$42.2K) YoY-
(ITOTcusip464287150)	1.6K	QoQ +1.66% (-27) YoY-	All Managers (Combined)	$200.5K	0.1% ($200.5K/$213.4M)	QoQ -3.60% (-$7.5K) YoY-