Vancouver, WACIK 15936004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
219 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 351.5K | $17.66M | 21.3% | −10.7K | Reduced |
| 2 | Ishares Tr | 157.0K | $14.05M | 16.9% | +1.8K | Added |
| 3 | Vanguard Index Fds | 17.6K | $5.56M | 6.7% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds |
| 48.4K |
| $3.02M |
| 3.6% |
| 0 |
| Held |
| 5 | Ishares Tr | 25.8K | $2.58M | 3.1% | 0 | Held |
| 6 | Microsoft Corp | 4.7K | $2.27M | 2.7% | +11 | Added |
| 7 | Kla Corp | 1.5K | $1.81M | 2.2% | 0 | Held |
| 8 | Vanguard Index Fds | 2.7K | $1.72M | 2.1% | 0 | Held |
| 9 | Vanguard Index Fds | 4.6K | $1.54M | 1.9% | 0 | Held |
| 10 | Broadcom Inc | 4.4K | $1.52M | 1.8% | +17 | Added |
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