Bellingham, WACIK 18438324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 103.8K | $34.81M | 11.6% | +1.2K | Added |
| 2 | Ishares Tr | 368.5K | $31.19M | 10.4% | +5.9K | Added |
| 3 | Ishares Tr | 499.7K | $23.26M | 7.8% | +25.1K | Added |
| 4 | Microsoft Corp |
| 45.9K |
| $22.20M |
| 7.4% |
| −937 |
| Reduced |
| 5 | Ishares Tr | 109.4K | $21.72M | 7.3% | +1.5K | Added |
| 6 | Schwab Strategic Tr | 573.1K | $18.69M | 6.2% | −6.7K | Reduced |
| 7 | Schwab Strategic Tr | 655.9K | $17.99M | 6.0% | +4.4K | Added |
| 8 | Capital Grp Fixed Incm ETF T | 526.9K | $14.55M | 4.9% | +27.0K | Added |
| 9 | J P Morgan Exchange Traded F | 183.4K | $12.18M | 4.1% | −4.9K | Reduced |
| 10 | Ishares Tr | 112.3K | $12.03M | 4.0% | +3.0K | Added |
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