Everett, WACIK 20566534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 170.3K | $8.62M | 8.7% | −42.0K | Reduced |
| 2 | Microsoft Corp | 17.1K | $8.26M | 8.4% | −784 | Reduced |
| 3 | Vanguard Index Fds | 11.1K | $6.96M | 7.0% | −8.5K | Reduced |
| 4 | Goldman Sachs ETF Tr |
| 48.6K |
| $4.86M |
| 4.9% |
| −18.4K |
| Reduced |
| 5 | Ishares Tr | 6.6K | $4.53M | 4.6% | −38 | Reduced |
| 6 | Apple Inc | 16.7K | $4.53M | 4.6% | −6.8K | Reduced |
| 7 | Ishares Tr | 47.9K | $4.28M | 4.3% | −32.5K | Reduced |
| 8 | Janus Detroit Str Tr | 61.6K | $3.12M | 3.2% | −28.2K | Reduced |
| 9 | Nvidia Corporation | 15.3K | $2.85M | 2.9% | −1.7K | Reduced |
| 10 | Invesco Qqq Tr | 4.4K | $2.69M | 2.7% | −467 | Reduced |
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