Bellevue, WACIK 18016194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
489 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 147.9K | $102.27M | 33.1% | +2.0K | Added |
| 2 | Microsoft Corp | 135.5K | $65.55M | 21.2% | −1.3K | Reduced |
| 3 | Apple Inc | 54.4K | $14.80M | 4.8% | −365 | Reduced |
| 4 | Capital Group Growth ETF |
| 231.8K |
| $10.31M |
| 3.3% |
| +6.0K |
| Added |
| 5 | First Tr Exchange-Traded Fd | 191.3K | $9.56M | 3.1% | −1.2K | Reduced |
| 6 | Amazon Com Inc | 27.1K | $6.25M | 2.0% | +1.3K | Added |
| 7 | Costco Whsl Corp New | 6.7K | $5.76M | 1.9% | −7 | Reduced |
| 8 | J P Morgan Exchange Traded F | 74.6K | $5.59M | 1.8% | +2.6K | Added |
| 9 | Blackrock ETF Trust | 83.3K | $5.07M | 1.6% | +141 | Added |
| 10 | Vanguard World Fd | 6.5K | $4.88M | 1.6% | +34 | Added |
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