Long-term investor
Financial Planning Hawaii, Inc. @financialplanninghawaiii
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002105146).
Record
- Tracked since 2025-12-31 (264 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.7% · long · since 2025-12-31
- 921908844 · 5.8% · long · since 2025-12-31
- 922908769 · 5.5% · long · since 2025-12-31
- 922908363 · 4.7% · long · since 2025-12-31
- MSFT · 4.1% · long · since 2025-12-31
- 02079K107 · 2.1% · long · since 2025-12-31
- 46137V357 · 2.1% · long · since 2025-12-31
- GOOGL · 2.1% · long · since 2025-12-31
- 78464A763 · 2.0% · long · since 2025-12-31
- 922908629 · 2.0% · long · since 2025-12-31
- 921909768 · 1.9% · long · since 2025-12-31
- CSCO · 1.9% · long · since 2025-12-31