Lynnwood, WACIK 20120414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 575.4K | $57.47M | 19.8% | +18.1K | Added |
| 2 | Vanguard Index Fds | 113.3K | $55.29M | 19.1% | −1.8K | Reduced |
| 3 | Vanguard Index Fds | 263.7K | $50.36M | 17.4% | +3.1K | Added |
| 4 | Spdr Index Shs Fds |
| 426.7K |
| $19.98M |
| 6.9% |
| +997 |
| Added |
| 5 | Invesco Qqq Tr | 30.2K | $18.57M | 6.4% | +57 | Added |
| 6 | Microsoft Corp | 26.6K | $12.88M | 4.4% | −71 | Reduced |
| 7 | Alphabet Inc | 41.1K | $12.85M | 4.4% | −745 | Reduced |
| 8 | Invesco Exch Traded Fd Tr II | 363.1K | $12.76M | 4.4% | +13.9K | Added |
| 9 | Apple Inc | 33.8K | $9.18M | 3.2% | −802 | Reduced |
| 10 | Amazon Com Inc | 29.9K | $6.91M | 2.4% | +163 | Added |
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