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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Partners-In-Financial-Planning
Data Enrichment
86% identified87 identified14 unidentified
Holdings
101 positions • $497.6M total value
Manager:
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