Bellevue, WACIK 17352014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 54.2K | $26.23M | 7.4% | +4.2K | Added |
| 2 | Vanguard Index Fds | 43.9K | $21.40M | 6.0% | −2.1K | Reduced |
| 3 | Vanguard World Fd | 23.4K | $17.66M | 5.0% | −271 | Reduced |
| 4 | Apple Inc |
| 58.1K |
| $15.79M |
| 4.4% |
| −3.0K |
| Reduced |
| 5 | Vanguard Index Fds | 42.4K | $13.36M | 3.8% | +2.7K | Added |
| 6 | Schwab Strategic Tr | 402.2K | $13.12M | 3.7% | −5.0K | Reduced |
| 7 | Schwab Strategic Tr | 534.4K | $12.85M | 3.6% | −2.8K | Reduced |
| 8 | Amazon Com Inc | 54.8K | $12.64M | 3.6% | +773 | Added |
| 9 | Vanguard Index Fds | 65.6K | $12.52M | 3.5% | +736 | Added |
| 10 | Alphabet Inc | 37.1K | $11.61M | 3.3% | −9.0K | Reduced |
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