Bellevue, WACIK 20790981 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 | Dimensional ETF Trust | 3.10M | $148.70M | 44.3% | +3.10M | New Position |
| 2 | Dimensional ETF Trust | 1.61M | $58.56M | 17.4% | +1.61M | New Position |
| 3 | Janus Detroit Str Tr | 380.1K | $32.92M | 9.8% | +380.1K | New Position |
| 4 |
| Microsoft Corp |
| 73.6K |
| $29.75M |
| 8.9% |
| +73.6K |
| New Position |
| 5 | T Rowe Price ETF Inc | 390.6K | $18.55M | 5.5% | +390.6K | New Position |
| 6 | Apple Inc | 20.9K | $5.76M | 1.7% | +20.9K | New Position |
| 7 | Amazon Com Inc | 25.4K | $5.18M | 1.5% | +25.4K | New Position |
| 8 | Nvidia Corporation | 23.4K | $4.45M | 1.3% | +23.4K | New Position |
| 9 | Boeing Co | 16.3K | $3.86M | 1.1% | +16.3K | New Position |
| 10 | Tesla Inc | 6.7K | $2.85M | 0.8% | +6.7K | New Position |
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