Michael-A-Dubis-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "AVDE",
  null,
  null,
  null,
  "MUB",
  "VGIT",
  "VGSH",
  "IVV",
  "AAPL",
  "LMT",
  null,
  null,
  null,
  "TGT",
  "TRV",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  "VIG",
  "MGC",
  "SDY",
  null,
  "SCHB",
  "ESGD",
  "VEU",
  "USB",
  "VEA",
  "VXUS",
  "BSV",
  "WFC",
  null,
  null,
  null,
  "SCHF",
  "BRK-B",
  "CVX",
  null,
  null,
  "DFAX",
  "DFAC",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 45
Total Value: 103020867
Accession Number: 0002063364-25-000027
Form Type: 13F-HR
CIK: michael-a-dubis-financial-planning
Manager Name: Michael-A-Dubis-Financial-Planning

Data Enrichment

71% identified

32 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $103.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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US BANCORP \DE\

USB|902973304

Shares:5.9K

Value:$249.5K

% of Portfolio:0.2% ($249.5K/$103.0M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$238.7K

% of Portfolio:0.2% ($238.7K/$103.0M)

025072703

AVDE|025072703

Shares:3.5K

Value:$230.0K

% of Portfolio:0.2% ($230.0K/$103.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:414

Value:$220.5K

% of Portfolio:0.2% ($220.5K/$103.0M)

TARGET CORP

TGT|87612E106

Shares:2.0K

Value:$208.7K

% of Portfolio:0.2% ($208.7K/$103.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
US BANCORP \DE\(USBcusip902973304)	5.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$249.5K	0.2% ($249.5K/$103.0M)	QoQ +88050.53% (+$249.2K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ +0.07% (+1) YoY-	All Managers (Combined)	$238.7K	0.2% ($238.7K/$103.0M)	QoQ +115796.11% (+$238.5K) YoY-
(AVDEcusip025072703)	3.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$230.0K	0.2% ($230.0K/$103.0M)	QoQ +107861.03% (+$229.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	414	QoQ NEW(+414) YoY-	All Managers (Combined)	$220.5K	0.2% ($220.5K/$103.0M)	QoQ NEW(+$220.5K) YoY-
TARGET CORP(TGTcusip87612E106)	2.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$208.7K	0.2% ($208.7K/$103.0M)	QoQ +77189.25% (+$208.4K) YoY-