Bellevue, WACIK 19896724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.73M | $108.15M | 19.6% | +8.1K | Added |
| 2 | Dimensional ETF Trust | 1.86M | $70.79M | 12.8% | +91.9K | Added |
| 3 | Microsoft Corp | 106.8K | $51.63M | 9.3% | −1.5K | Reduced |
| 4 | Pimco ETF Tr |
| 470.4K |
| $46.03M |
| 8.3% |
| +43.5K |
| Added |
| 5 | Dimensional ETF Trust | 952.0K | $45.65M | 8.3% | +48.7K | Added |
| 6 | Dimensional ETF Trust | 1.29M | $41.97M | 7.6% | +103.4K | Added |
| 7 | Dimensional ETF Trust | 1.36M | $31.04M | 5.6% | +40.5K | Added |
| 8 | Dimensional ETF Trust | 509.2K | $24.53M | 4.4% | +94.6K | Added |
| 9 | Amazon Com Inc | 48.5K | $11.18M | 2.0% | −2.7K | Reduced |
| 10 | Nvidia Corporation | 37.1K | $6.92M | 1.3% | −11.6K | Reduced |
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