Financial-Life-Planners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "ARM", "ACN", null, "GOOGL", "SRCE", "HD", null, "ISRG", "HWM", "META", "IJH", null, null, null, "MSFT", "MS", "GE", "IWD", "ORCL", null, "IWF", "IJK", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PG", null, null, "NOW", "RTX", null, "SPLG", "IBM", "CI", "TDG", "VNQ", "VIG", "IWO", "FSK", "AXON", null, "DHI", "AMZN", "IVE", null, "VUG", "MGK", "VBR", "VOO", "V", "WMT", "DVY", null, "OTIS", "CRM", "DIA", "NRG", "BAC", "BRK-B", "CARR", "KO", "COST", "RSP", "IJT", "IJJ", "EFA", "IWB", "QQQ", "IWM", "MDY", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 83
- Total Value
- 102738971
- Accession Number
- 0002053368-25-000002
- Form Type
- 13F-HR
- Manager Name
- Financial-Life-Planners
Data Enrichment
82% identified68 identified15 unidentified
Holdings
83 positions • $102.7M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
MORGAN STANLEY(MScusip617446448) | 887 | QoQ +0.56% (-5)YoY- | All Managers (Combined) | $103.5K | 0.1% ($103.5K/$102.7M) | YoY- |
288 | QoQ -3.35% (-10)YoY- | All Managers (Combined) | $101.0K | 0.1% ($101.0K/$102.7M) | YoY- | |
COCA COLA CO(KOcusip191216100) | 1.4K | YoY- | All Managers (Combined) | $100.7K | 0.1% ($100.7K/$102.7M) | YoY- |