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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SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:4.8K

Value:$794.5K

% of Portfolio:0.4% ($794.5K/$221.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$724.3K

% of Portfolio:0.3% ($724.3K/$221.3M)

AMAZON COM INC

AMZN|023135106

Shares:3.7K

Value:$700.1K

% of Portfolio:0.3% ($700.1K/$221.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:729

Value:$689.8K

% of Portfolio:0.3% ($689.8K/$221.3M)

46435G425

ESGU|46435G425

Shares:4.5K

Value:$542.9K

% of Portfolio:0.2% ($542.9K/$221.3M)

46432F339

QUAL|46432F339

Shares:2.8K

Value:$472.2K

% of Portfolio:0.2% ($472.2K/$221.3M)

922908652

VXF|922908652

Shares:2.7K

Value:$468.6K

% of Portfolio:0.2% ($468.6K/$221.3M)

46436E569

Shares:10.9K

Value:$464.7K

% of Portfolio:0.2% ($464.7K/$221.3M)

Meta Platforms, Inc.

META|30303M102

Shares:772

Value:$445.1K

% of Portfolio:0.2% ($445.1K/$221.3M)

46435U549

Shares:9.3K

Value:$440.8K

% of Portfolio:0.2% ($440.8K/$221.3M)

921946406

VYM|921946406

Shares:3.4K

Value:$438.8K

% of Portfolio:0.2% ($438.8K/$221.3M)

464287705

IJJ|464287705

Shares:3.4K

Value:$405.2K

% of Portfolio:0.2% ($405.2K/$221.3M)

464287200

IVV|464287200

Shares:709

Value:$398.1K

% of Portfolio:0.2% ($398.1K/$221.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.3K

Value:$396.4K

% of Portfolio:0.2% ($396.4K/$221.3M)

78464A763

SDY|78464A763

Shares:2.9K

Value:$395.0K

% of Portfolio:0.2% ($395.0K/$221.3M)

233051143

Shares:7.7K

Value:$389.5K

% of Portfolio:0.2% ($389.5K/$221.3M)

Alphabet Inc.

GOOG|02079K107

Shares:2.3K

Value:$353.0K

% of Portfolio:0.2% ($353.0K/$221.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.3K

Value:$348.6K

% of Portfolio:0.2% ($348.6K/$221.3M)

921908844

VIG|921908844

Shares:1.8K

Value:$346.4K

% of Portfolio:0.2% ($346.4K/$221.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.8K

Value:$338.8K

% of Portfolio:0.2% ($338.8K/$221.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	4.8K	QoQ +1.31% (-62) YoY-	All Managers (Combined)	$794.5K	0.4% ($794.5K/$221.3M)	QoQ -2.96% (-$24.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ +16.43% (+192) YoY-	All Managers (Combined)	$724.3K	0.3% ($724.3K/$221.3M)	QoQ +33.47% (+$181.7K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.7K	QoQ +3.80% (-135) YoY-	All Managers (Combined)	$700.1K	0.3% ($700.1K/$221.3M)	QoQ -16.82% (-$141.6K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	729	QoQ +94.91% (+355) YoY-	All Managers (Combined)	$689.8K	0.3% ($689.8K/$221.3M)	QoQ +83.53% (+$314.0K) YoY-
(ESGUcusip46435G425)	4.5K	QoQ -19.08% (-1.1K) YoY-	All Managers (Combined)	$542.9K	0.2% ($542.9K/$221.3M)	QoQ -24.91% (-$180.1K) YoY-
(QUALcusip46432F339)	2.8K	QoQ +2.14% (-58) YoY-	All Managers (Combined)	$472.2K	0.2% ($472.2K/$221.3M)	QoQ -4.34% (-$21.4K) YoY-
(VXFcusip922908652)	2.7K	QoQ -5.74% (-166) YoY-	All Managers (Combined)	$468.6K	0.2% ($468.6K/$221.3M)	QoQ -17.72% (-$100.9K) YoY-
(cusip46436E569)✕	10.9K	QoQ -19.29% (-2.6K) YoY-	All Managers (Combined)	$464.7K	0.2% ($464.7K/$221.3M)	QoQ -25.20% (-$156.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	772	QoQ +2.65% (-20) YoY-	All Managers (Combined)	$445.1K	0.2% ($445.1K/$221.3M)	QoQ -15.17% (-$79.6K) YoY-
(cusip46435U549)✕	9.3K	QoQ -26.56% (-3.4K) YoY-	All Managers (Combined)	$440.8K	0.2% ($440.8K/$221.3M)	QoQ -25.18% (-$148.4K) YoY-
(VYMcusip921946406)	3.4K	QoQ +54.70% (+1.2K) YoY-	All Managers (Combined)	$438.8K	0.2% ($438.8K/$221.3M)	QoQ +51.29% (+$148.8K) YoY-
(IJJcusip464287705)	3.4K	QoQ -2.92% (-102) YoY-	All Managers (Combined)	$405.2K	0.2% ($405.2K/$221.3M)	QoQ -9.11% (-$40.6K) YoY-
(IVVcusip464287200)	709	QoQ +0.14% (-1) YoY-	All Managers (Combined)	$398.1K	0.2% ($398.1K/$221.3M)	QoQ -6.42% (-$27.4K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	2.3K	QoQ +1.61% (+37) YoY-	All Managers (Combined)	$396.4K	0.2% ($396.4K/$221.3M)	QoQ +2.60% (+$10.1K) YoY-
(SDYcusip78464A763)	2.9K	QoQ -0.23% (-7) YoY-	All Managers (Combined)	$395.0K	0.2% ($395.0K/$221.3M)	QoQ +0.99% (-$3.9K) YoY-
(cusip233051143)✕	7.7K	QoQ -18.88% (-1.8K) YoY-	All Managers (Combined)	$389.5K	0.2% ($389.5K/$221.3M)	QoQ -23.72% (-$121.1K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	2.3K	QoQ +4.48% (-97) YoY-	All Managers (Combined)	$353.0K	0.2% ($353.0K/$221.3M)	QoQ -19.41% (-$85.1K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.3K	QoQ +5.32% (-114) YoY-	All Managers (Combined)	$348.6K	0.2% ($348.6K/$221.3M)	QoQ -19.04% (-$82.0K) YoY-
(VIGcusip921908844)	1.8K	QoQ -0.44% (-8) YoY-	All Managers (Combined)	$346.4K	0.2% ($346.4K/$221.3M)	QoQ -4.25% (-$15.4K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.8K	QoQ +1.82% (+51) YoY-	All Managers (Combined)	$338.8K	0.2% ($338.8K/$221.3M)	QoQ +13.05% (+$39.1K) YoY-