Bellevue, WACIK 18021674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
204 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 316.0K | $152.85M | 20.3% | +4.2K | Added |
| 2 | Schwab Strategic Tr | 1.34M | $36.06M | 4.8% | +75.1K | Added |
| 3 | Nvidia Corporation | 164.7K | $30.71M | 4.1% | +28.1K | Added |
| 4 | Amazon Com Inc |
| 103.7K |
| $23.94M |
| 3.2% |
| +4.3K |
| Added |
| 5 | Alphabet Inc | 62.2K | $19.52M | 2.6% | −6.1K | Reduced |
| 6 | Apple Inc | 71.7K | $19.48M | 2.6% | +942 | Added |
| 7 | Janus Detroit Str Tr | 315.3K | $15.95M | 2.1% | +24.1K | Added |
| 8 | Broadcom Inc | 46.0K | $15.92M | 2.1% | +1.2K | Added |
| 9 | Meta Platforms Inc | 21.8K | $14.39M | 1.9% | +2.7K | Added |
| 10 | Spdr Gold Tr | 35.7K | $14.16M | 1.9% | −709 | Reduced |
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