Veridan-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "COOP",
  null,
  null,
  null,
  null,
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "PANW",
  "DNP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  null,
  "PG",
  null,
  null,
  null,
  "SPG",
  "BIV",
  "VO",
  "VXF",
  "VOE",
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "IEF",
  null,
  "VYM",
  null,
  "SDY",
  "IWP",
  null,
  "AMZN",
  "ESGD",
  "VUG",
  "BLV",
  "MGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHG",
  "SCHF",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  "COST",
  null,
  "IJJ",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 80
Total Value: 221319211
Accession Number: 0001951757-25-000411
Form Type: 13F-HR
CIK: veridan-wealth
Manager Name: Veridan-Wealth

Data Enrichment

60% identified

48 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $221.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908512

VOE|922908512

Shares:20.6K

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$221.3M)

46434G889

Shares:69.2K

Value:$3.2M

% of Portfolio:1.5% ($3.2M/$221.3M)

808524805

SCHF|808524805

Shares:160.4K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$221.3M)

808524730

Shares:102.8K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$221.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.7K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$221.3M)

922908744

VTV|922908744

Shares:15.2K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$221.3M)

464287481

IWP|464287481

Shares:22.0K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$221.3M)

92206C771

Shares:50.0K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$221.3M)

33739P855

Shares:123.0K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$221.3M)

46435G250

Shares:48.8K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$221.3M)

921910816

MGK|921910816

Shares:7.3K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$221.3M)

464287440

IEF|464287440

Shares:19.9K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$221.3M)

464287804

IJR|464287804

Shares:17.3K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$221.3M)

Apple Inc.

AAPL|037833100

Shares:7.3K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$221.3M)

46137V464

Shares:12.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$221.3M)

78464A300

Shares:17.6K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$221.3M)

464288604

Shares:29.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$221.3M)

MICROSOFT CORP

MSFT|594918104

Shares:3.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$221.3M)

808524706

Shares:44.8K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$221.3M)

NVIDIA CORP

NVDA|67066G104

Shares:10.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$221.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOEcusip922908512)	20.6K	QoQ +5.43% (+1.1K) YoY-	All Managers (Combined)	$3.3M	1.5% ($3.3M/$221.3M)	QoQ +2.54% (+$82.1K) YoY-
(cusip46434G889)✕	69.2K	QoQ +2.40% (+1.6K) YoY-	All Managers (Combined)	$3.2M	1.5% ($3.2M/$221.3M)	QoQ +5.35% (+$164.5K) YoY-
(SCHFcusip808524805)	160.4K	QoQ -3.27% (-5.4K) YoY-	All Managers (Combined)	$3.2M	1.4% ($3.2M/$221.3M)	QoQ +0.11% (-$3.6K) YoY-
(cusip808524730)✕	102.8K	QoQ -1.52% (-1.6K) YoY-	All Managers (Combined)	$3.2M	1.4% ($3.2M/$221.3M)	QoQ +2.95% (-$90.7K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.7K	QoQ +28.32% (+1.3K) YoY-	All Managers (Combined)	$2.7M	1.2% ($2.7M/$221.3M)	QoQ +16.13% (+$370.8K) YoY-
(VTVcusip922908744)	15.2K	QoQ +3.95% (+578) YoY-	All Managers (Combined)	$2.6M	1.2% ($2.6M/$221.3M)	QoQ +1.92% (+$49.7K) YoY-
(IWPcusip464287481)	22.0K	QoQ +9.79% (-2.0K) YoY-	All Managers (Combined)	$2.6M	1.2% ($2.6M/$221.3M)	QoQ -3.88% (-$104.5K) YoY-
(cusip92206C771)✕	50.0K	QoQ +0.53% (+264) YoY-	All Managers (Combined)	$2.3M	1.0% ($2.3M/$221.3M)	QoQ +2.43% (+$55.1K) YoY-
(cusip33739P855)✕	123.0K	QoQ +3.20% (+3.8K) YoY-	All Managers (Combined)	$2.3M	1.0% ($2.3M/$221.3M)	QoQ +3.25% (+$72.6K) YoY-
(cusip46435G250)✕	48.8K	QoQ +3.59% (+1.7K) YoY-	All Managers (Combined)	$2.3M	1.0% ($2.3M/$221.3M)	QoQ +3.35% (+$74.7K) YoY-
(MGKcusip921910816)	7.3K	QoQ +9.39% (-630) YoY-	All Managers (Combined)	$2.3M	1.0% ($2.3M/$221.3M)	QoQ -1.98% (-$45.9K) YoY-
(IEFcusip464287440)	19.9K	QoQ +2.04% (+398) YoY-	All Managers (Combined)	$1.9M	0.9% ($1.9M/$221.3M)	QoQ +4.88% (+$88.2K) YoY-
(IJRcusip464287804)	17.3K	QoQ +11.91% (+1.8K) YoY-	All Managers (Combined)	$1.8M	0.8% ($1.8M/$221.3M)	QoQ +0.13% (+$2.5K) YoY-
Apple Inc.(AAPLcusip037833100)	7.3K	QoQ +16.39% (+1.0K) YoY-	All Managers (Combined)	$1.6M	0.7% ($1.6M/$221.3M)	QoQ +13.38% (+$192.5K) YoY-
(cusip46137V464)✕	12.8K	QoQ +11.06% (-1.3K) YoY-	All Managers (Combined)	$1.5M	0.7% ($1.5M/$221.3M)	QoQ -2.25% (-$33.7K) YoY-
(cusip78464A300)✕	17.6K	QoQ +13.37% (+2.1K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$221.3M)	QoQ +1.94% (+$26.3K) YoY-
(cusip464288604)✕	29.7K	QoQ +11.39% (-3.0K) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$221.3M)	QoQ -1.42% (-$19.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	3.5K	QoQ +2.04% (-70) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$221.3M)	QoQ -6.75% (-$94.9K) YoY-
(cusip808524706)✕	44.8K	QoQ NEW(+44.8K) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$221.3M)	QoQ NEW(+$1.2M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	10.1K	QoQ +0.60% (-61) YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$221.3M)	QoQ -6.52% (-$76.6K) YoY-