Tacoma, WACIK 19089654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
201 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 240.6K | $15.03M | 9.3% | −1.7K | Reduced |
| 2 | Ishares Tr | 106.1K | $12.66M | 7.8% | −1.6K | Reduced |
| 3 | Vanguard Bd Index Fds | 169.9K | $12.58M | 7.8% | −1.4K | Reduced |
| 4 | Vanguard Charlotte Fds |
| 154.9K |
| $7.48M |
| 4.6% |
| −1.5K |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 123.4K | $6.63M | 4.1% | −837 | Reduced |
| 6 | Spdr Gold Tr | 14.7K | $5.82M | 3.6% | −240 | Reduced |
| 7 | Apple Inc | 19.9K | $5.40M | 3.3% | −32 | Reduced |
| 8 | Microsoft Corp | 10.1K | $4.88M | 3.0% | −146 | Reduced |
| 9 | Alphabet Inc | 15.4K | $4.82M | 3.0% | −587 | Reduced |
| 10 | Caterpillar Inc | 7.9K | $4.52M | 2.8% | −465 | Reduced |
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