Michels-Family-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  "VONG",
  "GOOGL",
  "T",
  "ESAB",
  "BUD",
  null,
  "FFIN",
  null,
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  "MPC",
  "MDT",
  "MSFT",
  "FIS",
  "NVS",
  "AMP",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "LMT",
  "PG",
  "VZ",
  null,
  null,
  "IEFA",
  "SCHX",
  "NOW",
  "SPG",
  "ERIC",
  "TPR",
  "VO",
  "ASC",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "SBLK",
  null,
  "VWO",
  "GSK",
  "GPN",
  "TV",
  "PVH",
  "FI",
  "F",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "VUG",
  "VLO",
  "VEA",
  "VONE",
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WFRD",
  "WBD",
  "WMT",
  "WU",
  "WFC",
  "WSM",
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SCHA",
  "EIX",
  null,
  "IXUS",
  "ZION",
  "DGRO",
  null,
  "STLA",
  "BRK-B",
  "BTI",
  "BXP",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CVS",
  "DVN",
  "EFA",
  "VOD",
  "QQQ",
  "EPD",
  "XOM",
  "TSLA",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 122
Total Value: 110587530
Accession Number: 0001214659-25-007892
Form Type: 13F-HR
CIK: michels-family-financial
Manager Name: Michels-Family-Financial

Data Enrichment

80% identified

98 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $110.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908611

VBR|922908611

Shares:6.8K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$110.6M)

FORD MOTOR CO

F|345370860

Shares:121.1K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.6M)

922908595

VBK|922908595

Shares:4.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.6M)

Apple Inc.

AAPL|037833100

Shares:5.3K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:19.2K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$110.6M)

922908538

VOT|922908538

Shares:4.5K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.6M)

922908736

VUG|922908736

Shares:2.9K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.6M)

464287408

IVE|464287408

Shares:5.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.6M)

TAPESTRY, INC.

TPR|876030107

Shares:14.6K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.6M)

CITIGROUP INC

C|172967424

Shares:14.5K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.6M)

808524201

SCHX|808524201

Shares:45.8K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:16.0K

Value:$989.7K

% of Portfolio:0.9% ($989.7K/$110.6M)

78463X756

Shares:17.4K

Value:$986.0K

% of Portfolio:0.9% ($986.0K/$110.6M)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$955.7K

% of Portfolio:0.9% ($955.7K/$110.6M)

74348A467

Shares:9.2K

Value:$943.0K

% of Portfolio:0.9% ($943.0K/$110.6M)

AMAZON COM INC

AMZN|023135106

Shares:4.9K

Value:$925.8K

% of Portfolio:0.8% ($925.8K/$110.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.7K

Value:$885.1K

% of Portfolio:0.8% ($885.1K/$110.6M)

VISA INC.

V|92826C839

Shares:2.5K

Value:$867.4K

% of Portfolio:0.8% ($867.4K/$110.6M)

EDISON INTERNATIONAL

EIX|281020107

Shares:14.6K

Value:$861.9K

% of Portfolio:0.8% ($861.9K/$110.6M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:90.0K

Value:$843.7K

% of Portfolio:0.8% ($843.7K/$110.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	6.8K	QoQ +2.63% (-176) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$110.6M)	QoQ -3.52% (-$46.6K) YoY-
FORD MOTOR CO(Fcusip345370860)	121.1K	QoQ +98.84% (+60.2K) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.6M)	QoQ +101.45% (+$611.5K) YoY-
(VBKcusip922908595)	4.8K	QoQ +2.11% (-99) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.6M)	QoQ -8.20% (-$107.7K) YoY-
Apple Inc.(AAPLcusip037833100)	5.3K	QoQ +9.31% (-450) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.6M)	QoQ -3.03% (-$36.7K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	19.2K	QoQ +2.20% (+415) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$110.6M)	QoQ +17.31% (+$170.2K) YoY-
(VOTcusip922908538)	4.5K	QoQ +2.12% (-93) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.6M)	QoQ -1.55% (-$17.3K) YoY-
(VUGcusip922908736)	2.9K	QoQ +0.20% (-6) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.6M)	QoQ -9.47% (-$113.5K) YoY-
(IVEcusip464287408)	5.7K	QoQ -0.22% (-13) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.6M)	QoQ -0.39% (-$4.3K) YoY-
TAPESTRY, INC.(TPRcusip876030107)	14.6K	QoQ +0.68% (+100) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.6M)	QoQ +8.51% (+$80.8K) YoY-
CITIGROUP INC(Ccusip172967424)	14.5K	QoQ +1.15% (+166) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.6M)	QoQ +2.02% (+$20.4K) YoY-
(SCHXcusip808524201)	45.8K	QoQ -0.65% (-301) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.6M)	QoQ -5.36% (-$57.3K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.0K	QoQ +1.44% (+228) YoY-	All Managers (Combined)	$989.7K	0.9% ($989.7K/$110.6M)	QoQ +5.74% (+$53.8K) YoY-
(cusip78463X756)✕	17.4K	QoQ +2.78% (-472) YoY-	All Managers (Combined)	$986.0K	0.9% ($986.0K/$110.6M)	QoQ -0.68% (-$6.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ +8.29% (-195) YoY-	All Managers (Combined)	$955.7K	0.9% ($955.7K/$110.6M)	QoQ -3.55% (-$35.2K) YoY-
(cusip74348A467)✕	9.2K	QoQ -3.29% (-314) YoY-	All Managers (Combined)	$943.0K	0.9% ($943.0K/$110.6M)	QoQ -0.72% (-$6.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	4.9K	QoQ +10.91% (-479) YoY-	All Managers (Combined)	$925.8K	0.8% ($925.8K/$110.6M)	QoQ -3.80% (-$36.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.7K	QoQ +5.65% (+89) YoY-	All Managers (Combined)	$885.1K	0.8% ($885.1K/$110.6M)	QoQ +24.14% (+$172.1K) YoY-
VISA INC.(Vcusip92826C839)	2.5K	QoQ +2.14% (+52) YoY-	All Managers (Combined)	$867.4K	0.8% ($867.4K/$110.6M)	QoQ +13.25% (+$101.5K) YoY-
EDISON INTERNATIONAL(EIXcusip281020107)	14.6K	QoQ NEW(+14.6K) YoY-	All Managers (Combined)	$861.9K	0.8% ($861.9K/$110.6M)	QoQ NEW(+$861.9K) YoY-
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	90.0K	QoQ +2.91% (+2.6K) YoY-	All Managers (Combined)	$843.7K	0.8% ($843.7K/$110.6M)	QoQ +13.58% (+$100.9K) YoY-