Bellevue, WACIK 18206814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 62.6K | $42.90M | 11.4% | +3.0K | Added |
| 2 | Ishares Tr | 234.8K | $23.45M | 6.2% | +1.4K | Added |
| 3 | Vanguard Specialized Funds | 96.7K | $21.24M | 5.7% | +3.6K | Added |
| 4 | Microsoft Corp |
| 36.3K |
| $17.58M |
| 4.7% |
| −1.7K |
| Reduced |
| 5 | Ishares Tr | 682.0K | $15.70M | 4.2% | +44.8K | Added |
| 6 | Eli Lilly & Co | 12.7K | $13.63M | 3.6% | −414 | Reduced |
| 7 | Amazon Com Inc | 49.4K | $11.40M | 3.0% | +658 | Added |
| 8 | Apple Inc | 41.3K | $11.23M | 3.0% | −2.1K | Reduced |
| 9 | Alphabet Inc | 34.3K | $10.76M | 2.9% | −9.2K | Reduced |
| 10 | Ishares Tr | 204.6K | $10.35M | 2.8% | +44.0K | Added |
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