Partners-In-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "COF",
  null,
  "FERG",
  "MCD",
  "UNP",
  "MUB",
  "META",
  null,
  "NKSH",
  "IVW",
  "IJH",
  null,
  "ICF",
  "IWS",
  "MSFT",
  "GE",
  "HES",
  "IJR",
  "IWD",
  null,
  "EEM",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "IEFA",
  null,
  "RTX",
  "SPDW",
  null,
  "SPYG",
  null,
  "STLD",
  "TFC",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  "VCIT",
  null,
  "EW",
  "IWP",
  "CAH",
  null,
  "AMZN",
  "IVE",
  "TPL",
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WMB",
  null,
  "NSC",
  "SO",
  null,
  null,
  "GEV",
  "SPYV",
  "UDR",
  "BRK-B",
  "CARE",
  "CVX",
  "CVS",
  "CSX",
  "DHR",
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "NKE",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 101
Total Value: 497624175
Accession Number: 0002054264-25-000011
Form Type: 13F-HR
CIK: partners-in-financial-planning
Manager Name: Partners-In-Financial-Planning

Data Enrichment

86% identified

87 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $497.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:6.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$497.6M)

46434V282

Shares:20.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$497.6M)

25434V609

Shares:19.0K

Value:$977.9K

% of Portfolio:0.2% ($977.9K/$497.6M)

MICROSOFT CORP

MSFT|594918104

Shares:2.6K

Value:$964.2K

% of Portfolio:0.2% ($964.2K/$497.6M)

Texas Pacific Land Corp

TPL|88262P102

Shares:714

Value:$946.0K

% of Portfolio:0.2% ($946.0K/$497.6M)

STEEL DYNAMICS INC

STLD|858119100

Shares:7.5K

Value:$938.6K

% of Portfolio:0.2% ($938.6K/$497.6M)

464287465

EFA|464287465

Shares:11.0K

Value:$901.1K

% of Portfolio:0.2% ($901.1K/$497.6M)

78464A201

Shares:10.8K

Value:$896.8K

% of Portfolio:0.2% ($896.8K/$497.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.7K

Value:$888.9K

% of Portfolio:0.2% ($888.9K/$497.6M)

Edwards Lifesciences Corp

EW|28176E108

Shares:11.6K

Value:$839.6K

% of Portfolio:0.2% ($839.6K/$497.6M)

464287200

IVV|464287200

Shares:1.4K

Value:$795.6K

% of Portfolio:0.2% ($795.6K/$497.6M)

464287598

IWD|464287598

Shares:4.2K

Value:$780.9K

% of Portfolio:0.2% ($780.9K/$497.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.8K

Value:$756.2K

% of Portfolio:0.2% ($756.2K/$497.6M)

HESS CORP

HES|42809H107

Shares:4.5K

Value:$718.1K

% of Portfolio:0.1% ($718.1K/$497.6M)

25434V880

DFAX|25434V880

Shares:26.9K

Value:$705.3K

% of Portfolio:0.1% ($705.3K/$497.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.0K

Value:$684.5K

% of Portfolio:0.1% ($684.5K/$497.6M)

25434V708

DFAC|25434V708

Shares:20.7K

Value:$682.4K

% of Portfolio:0.1% ($682.4K/$497.6M)

46432F842

IEFA|46432F842

Shares:8.8K

Value:$664.0K

% of Portfolio:0.1% ($664.0K/$497.6M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:14.8K

Value:$609.3K

% of Portfolio:0.1% ($609.3K/$497.6M)

464287226

Shares:5.7K

Value:$559.5K

% of Portfolio:0.1% ($559.5K/$497.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	6.1K	QoQ 0.00% (-0) YoY +0.88% (+54)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$497.6M)	QoQ -13.27% (-$178.6K) YoY +6.41% (+$70.3K)
(cusip46434V282)✕	20.0K	QoQ -2.26% (-463) YoY -35.89% (-11.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$497.6M)	QoQ -6.25% (-$77.3K) YoY -31.04% (-$521.4K)
(cusip25434V609)✕	19.0K	QoQ +0.16% (-32) YoY +0.77% (-146)	All Managers (Combined)	$977.9K	0.2% ($977.9K/$497.6M)	QoQ -7.33% (-$77.4K) YoY -4.66% (-$47.9K)
MICROSOFT CORP(MSFTcusip594918104)	2.6K	QoQ +15.77% (+350) YoY +27.62% (+556)	All Managers (Combined)	$964.2K	0.2% ($964.2K/$497.6M)	QoQ +3.11% (+$29.1K) YoY +13.84% (+$117.2K)
Texas Pacific Land Corp(TPLcusip88262P102)	714	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$946.0K	0.2% ($946.0K/$497.6M)	QoQ +19.80% (+$156.4K) YoY +129.03% (+$533.0K)
STEEL DYNAMICS INC(STLDcusip858119100)	7.5K	QoQ 0.00% (+0) YoY -2.21% (-170)	All Managers (Combined)	$938.6K	0.2% ($938.6K/$497.6M)	QoQ +9.65% (+$82.6K) YoY -17.48% (-$198.9K)
(EFAcusip464287465)	11.0K	QoQ -1.25% (-140) YoY -0.92% (-103)	All Managers (Combined)	$901.1K	0.2% ($901.1K/$497.6M)	QoQ +6.73% (-$56.9K) YoY +1.38% (-$12.3K)
(cusip78464A201)✕	10.8K	QoQ -0.78% (-85) YoY -16.00% (-2.1K)	All Managers (Combined)	$896.8K	0.2% ($896.8K/$497.6M)	QoQ -8.85% (-$87.1K) YoY -20.07% (-$225.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.7K	QoQ 0.00% (+0) YoY +0.11% (+2)	All Managers (Combined)	$888.9K	0.2% ($888.9K/$497.6M)	QoQ +17.49% (+$132.4K) YoY +26.79% (+$187.9K)
Edwards Lifesciences Corp(EWcusip28176E108)	11.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$839.6K	0.2% ($839.6K/$497.6M)	QoQ -2.09% (-$18.0K) YoY -24.15% (-$267.4K)
(IVVcusip464287200)	1.4K	QoQ 0.00% (-0) YoY +16.63% (+202)	All Managers (Combined)	$795.6K	0.2% ($795.6K/$497.6M)	QoQ -4.53% (-$37.8K) YoY +24.68% (+$157.5K)
(IWDcusip464287598)	4.2K	QoQ +0.02% (+1) YoY +0.02% (+1)	All Managers (Combined)	$780.9K	0.2% ($780.9K/$497.6M)	QoQ +1.66% (+$12.8K) YoY +5.08% (+$37.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.8K	QoQ +11.70% (+396) YoY -30.72% (-1.7K)	All Managers (Combined)	$756.2K	0.2% ($756.2K/$497.6M)	QoQ +34.06% (+$192.2K) YoY -21.00% (-$201.1K)
HESS CORP(HEScusip42809H107)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$718.1K	0.1% ($718.1K/$497.6M)	QoQ +20.08% (+$120.1K) YoY +4.64% (+$31.9K)
(DFAXcusip25434V880)	26.9K	QoQ +0.18% (+51) YoY -10.33% (-3.1K)	All Managers (Combined)	$705.3K	0.1% ($705.3K/$497.6M)	QoQ +5.59% (+$37.4K) YoY -7.65% (-$58.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.0K	QoQ +15.19% (+530) YoY +35.38% (+1.1K)	All Managers (Combined)	$684.5K	0.1% ($684.5K/$497.6M)	QoQ +17.07% (+$99.9K) YoY +42.19% (+$203.1K)
(DFACcusip25434V708)	20.7K	QoQ +0.20% (-43) YoY -3.57% (-766)	All Managers (Combined)	$682.4K	0.1% ($682.4K/$497.6M)	QoQ -4.42% (-$31.6K) YoY -0.42% (-$2.9K)
(IEFAcusip46432F842)	8.8K	QoQ 0.00% (+0) YoY +27.68% (+1.9K)	All Managers (Combined)	$664.0K	0.1% ($664.0K/$497.6M)	QoQ +7.64% (+$47.1K) YoY +30.13% (+$153.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	14.8K	QoQ +8.24% (+1.1K) YoY +8.79% (+1.2K)	All Managers (Combined)	$609.3K	0.1% ($609.3K/$497.6M)	QoQ +2.68% (+$15.9K) YoY +14.85% (+$78.8K)
(cusip464287226)✕	5.7K	QoQ -0.17% (-10) YoY +64.61% (+2.2K)	All Managers (Combined)	$559.5K	0.1% ($559.5K/$497.6M)	QoQ +1.90% (-$10.5K) YoY +66.24% (+$222.9K)