Bellevue, WACIK 19612904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 29.6K | $20.21M | 8.4% | +217 | Added |
| 2 | J P Morgan Exchange Traded F | 381.7K | $18.73M | 7.8% | +7.5K | Added |
| 3 | First Tr Exchange-Traded Fd | 301.1K | $18.05M | 7.5% | +10.7K | Added |
| 4 | First Tr Exchange Traded Fd |
| 172.0K |
| $11.95M |
| 5.0% |
| +11.4K |
| Added |
| 5 | Schwab Strategic Tr | 352.4K | $11.49M | 4.8% | +5.9K | Added |
| 6 | First Tr Exchange Trad Fd Vi | 426.9K | $9.92M | 4.1% | +13.3K | Added |
| 7 | Pacer Fds Tr | 160.9K | $9.68M | 4.0% | +12.0K | Added |
| 8 | First Tr Exchange-Traded Fd | 35.1K | $8.09M | 3.4% | +711 | Added |
| 9 | First Tr Exchange-Traded Fd | 145.1K | $7.25M | 3.0% | +7.6K | Added |
| 10 | Ishares Tr | 50.4K | $6.90M | 2.9% | +1.2K | Added |
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