Fourth-Dimension-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "RY",
  null,
  null,
  null,
  null,
  "NOW",
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  "O",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "NUE",
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  null,
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  "KMB",
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  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
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  "BDC",
  "BBAI",
  "BA",
  "BAH",
  null,
  "BLNK",
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  "BRX",
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  "AI",
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  "CRNC",
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  "CHE",
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  "LNG",
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  "CSCO",
  "CFG",
  "NET",
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  "CLX",
  "KO",
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  "CMCSA",
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  "LLY",
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  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 630
Total Value: 114283391
Accession Number: 0002056691-25-000002
Form Type: 13F-HR
CIK: fourth-dimension-wealth
Manager Name: Fourth-Dimension-Wealth

Data Enrichment

74% identified

467 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $114.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R101

Shares:10.5K

Value:$306.4K

% of Portfolio:0.3% ($306.4K/$114.3M)

35473P629

Shares:12.8K

Value:$306.1K

% of Portfolio:0.3% ($306.1K/$114.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.4K

Value:$299.6K

% of Portfolio:0.3% ($299.6K/$114.3M)

46429B267

Shares:12.6K

Value:$289.3K

% of Portfolio:0.3% ($289.3K/$114.3M)

464287663

IUSV|464287663

Shares:3.0K

Value:$276.4K

% of Portfolio:0.2% ($276.4K/$114.3M)

78468R663

Shares:3.0K

Value:$274.3K

% of Portfolio:0.2% ($274.3K/$114.3M)

92189F387

Shares:12.2K

Value:$274.0K

% of Portfolio:0.2% ($274.0K/$114.3M)

922908363

VOO|922908363

Shares:530

Value:$272.4K

% of Portfolio:0.2% ($272.4K/$114.3M)

ELI LILLY & Co

LLY|532457108

Shares:318

Value:$262.3K

% of Portfolio:0.2% ($262.3K/$114.3M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:6.5K

Value:$256.3K

% of Portfolio:0.2% ($256.3K/$114.3M)

78464A375

Shares:7.6K

Value:$252.1K

% of Portfolio:0.2% ($252.1K/$114.3M)

808524300

SCHG|808524300

Shares:9.7K

Value:$243.2K

% of Portfolio:0.2% ($243.2K/$114.3M)

922908751

VB|922908751

Shares:1.1K

Value:$240.2K

% of Portfolio:0.2% ($240.2K/$114.3M)

DEERE & CO

DE|244199105

Shares:510

Value:$239.4K

% of Portfolio:0.2% ($239.4K/$114.3M)

Meta Platforms, Inc.

META|30303M102

Shares:398

Value:$229.7K

% of Portfolio:0.2% ($229.7K/$114.3M)

381430503

GSLC|381430503

Shares:2.1K

Value:$228.2K

% of Portfolio:0.2% ($228.2K/$114.3M)

46138J825

Shares:11.0K

Value:$228.1K

% of Portfolio:0.2% ($228.1K/$114.3M)

78468R523

Shares:2.3K

Value:$225.6K

% of Portfolio:0.2% ($225.6K/$114.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:423

Value:$225.3K

% of Portfolio:0.2% ($225.3K/$114.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$225.2K

% of Portfolio:0.2% ($225.2K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R101)✕	10.5K	QoQ -89.91% (-93.4K) YoY-	All Managers (Combined)	$306.4K	0.3% ($306.4K/$114.3M)	QoQ -89.83% (-$2.7M) YoY-
(cusip35473P629)✕	12.8K	QoQ +39.68% (+3.6K) YoY-	All Managers (Combined)	$306.1K	0.3% ($306.1K/$114.3M)	QoQ +39.44% (+$86.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$299.6K	0.3% ($299.6K/$114.3M)	QoQ +17.90% (+$45.5K) YoY-
(cusip46429B267)✕	12.6K	QoQ 0.00% (+1) YoY-	All Managers (Combined)	$289.3K	0.3% ($289.3K/$114.3M)	QoQ +0.03% (+$98) YoY-
(IUSVcusip464287663)	3.0K	QoQ -1.77% (-54) YoY-	All Managers (Combined)	$276.4K	0.2% ($276.4K/$114.3M)	QoQ -2.08% (-$5.9K) YoY-
(cusip78468R663)✕	3.0K	QoQ -42.43% (-2.2K) YoY-	All Managers (Combined)	$274.3K	0.2% ($274.3K/$114.3M)	QoQ -42.24% (-$200.6K) YoY-
(cusip92189F387)✕	12.2K	QoQ +21.79% (+2.2K) YoY-	All Managers (Combined)	$274.0K	0.2% ($274.0K/$114.3M)	QoQ +21.85% (+$49.1K) YoY-
(VOOcusip922908363)	530	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$272.4K	0.2% ($272.4K/$114.3M)	QoQ -4.62% (-$13.2K) YoY-
ELI LILLY & Co(LLYcusip532457108)	318	QoQ -74.76% (-942) YoY-	All Managers (Combined)	$262.3K	0.2% ($262.3K/$114.3M)	QoQ -73.03% (-$710.5K) YoY-
FIFTH THIRD BANCORP(FITBcusip316773100)	6.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$256.3K	0.2% ($256.3K/$114.3M)	QoQ -7.28% (-$20.1K) YoY-
(cusip78464A375)✕	7.6K	QoQ -86.48% (-48.6K) YoY-	All Managers (Combined)	$252.1K	0.2% ($252.1K/$114.3M)	QoQ -86.30% (-$1.6M) YoY-
(SCHGcusip808524300)	9.7K	QoQ +0.15% (-15) YoY-	All Managers (Combined)	$243.2K	0.2% ($243.2K/$114.3M)	QoQ -10.01% (-$27.1K) YoY-
(VBcusip922908751)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$240.2K	0.2% ($240.2K/$114.3M)	QoQ -7.70% (-$20.1K) YoY-
DEERE & CO(DEcusip244199105)	510	QoQ +88.88% (+240) YoY-	All Managers (Combined)	$239.4K	0.2% ($239.4K/$114.3M)	QoQ +109.24% (+$125.0K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	398	QoQ -82.40% (-1.9K) YoY-	All Managers (Combined)	$229.7K	0.2% ($229.7K/$114.3M)	QoQ -82.65% (-$1.1M) YoY-
(GSLCcusip381430503)	2.1K	QoQ -95.25% (-41.6K) YoY-	All Managers (Combined)	$228.2K	0.2% ($228.2K/$114.3M)	QoQ -95.45% (-$4.8M) YoY-
(cusip46138J825)✕	11.0K	QoQ -6.27% (-739) YoY-	All Managers (Combined)	$228.1K	0.2% ($228.1K/$114.3M)	QoQ -6.14% (-$14.9K) YoY-
(cusip78468R523)✕	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$225.6K	0.2% ($225.6K/$114.3M)	QoQ +0.34% (+$771) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	423	QoQ +12.20% (+46) YoY-	All Managers (Combined)	$225.3K	0.2% ($225.3K/$114.3M)	QoQ +31.83% (+$54.4K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$225.2K	0.2% ($225.2K/$114.3M)	QoQ -17.94% (-$49.2K) YoY-