Bellevue, WACIK 17906884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 66.7K | $45.79M | 12.8% | −1.4K | Reduced |
| 2 | Microsoft Corp | 55.4K | $26.21M | 7.3% | +354 | Added |
| 3 | Quanta Svcs Inc | 59.2K | $26.05M | 7.3% | −59 | Reduced |
| 4 | Schwab Strategic Tr |
| 788.9K |
| $25.64M |
| 7.2% |
| +863 |
| Added |
| 5 | Ishares Tr | 239.0K | $16.68M | 4.7% | −1.1K | Reduced |
| 6 | Vanguard World Fd | 16.6K | $12.53M | 3.5% | −413 | Reduced |
| 7 | Vanguard Index Fds | 45.0K | $11.77M | 3.3% | +422 | Added |
| 8 | Vanguard Index Fds | 36.6K | $11.53M | 3.2% | +1.2K | Added |
| 9 | Boeing Co | 50.5K | $11.49M | 3.2% | −1.2K | Reduced |
| 10 | Ishares Tr | 116.4K | $10.90M | 3.1% | −716 | Reduced |
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