Fund HoldingsBELLEVUE ASSET MANAGEMENT, LLC

Total Portfolio Value
$181.11M
Total Bought
$3.91M
Total Sold
$9.00M
Net Transaction
-$5.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)058,029+58,029012,2226.75%+12,222
MICROSOFT CORP(MSFT)146,543142,190-4,35361,65363,55235.09%+1,899
COSTCO WHSL CORP NEW(COST)7,0346,910-1245,1535,8733.24%+720
SCHWAB STRATEGIC TR010,624+10,62406970.38%+697
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
197,341209,598+12,2578,6049,0264.98%+422
AMAZON COM INC(AMZN)22,90823,383+4754,1324,5192.50%+387
NVIDIA CORPORATION(NVDA)3595,744+5,3853247090.39%+385
VANGUARD WORLD FDS
INF TECH ETF
6,2836,351+683,2943,6622.02%+368
ALPHABET INC(GOOG)9,5189,498-201,4371,7290.95%+293
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
230,306229,688-6187,3677,5544.17%+187
ALPHABET INC(GOOG)7,9867,413-5731,2161,3600.75%+144
AMGEN INC(AMGN)05,055+5,05501,5790.87%+1,579
ADOBE INC(ADBE)02,462+2,46201,3680.76%+1,368
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
03,277+3,27701140.06%+114
SCHWAB STRATEGIC TR01,726+1,7260950.05%+95
SCHWAB STRATEGIC TR2,8253,454+6292623480.19%+86
TESLA INC(TSLA)02,868+2,86805680.31%+568
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
46,99448,161+1,1672,8022,8701.58%+69
JP MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
38,82239,146+3242,1062,1731.20%+67
DIMENSIONAL ETF TRUST
INTERNATIONAL
02,000+2,0000660.04%+66
KLA CORP(KLAC)45545503183750.21%+57
SPDR S&P 500 ETF TR(SPY)1,5491,589+408108650.48%+55
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
02,000+2,0000540.03%+54
LAM RESEARCH CORP(LRCX)49949904855310.29%+47
PALANTIR TECHNOLOGIES INC(PLTR)20,00020,00004605070.28%+46
QUALCOMM INC(QCOM)1,3391,33902272670.15%+40
AMERICAN CENTY ETF TR0300+3000270.01%+27
ELI LILLY & CO(LLY)20020001561810.10%+25
DAVIS FUNDAMENTAL ETF TR
SELCT INTL ETF
26,73527,121+3865165390.30%+24
ISHARES TR
MSCI USA QLT FCT
0137+1370240.01%+24
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
0689+6890230.01%+23
ORACLE CORP(ORCL)1,4611,46101842060.11%+23
NETFLIX INC(NFLX)33533502032260.12%+23
PHILIP MORRIS INTL INC(PM)02,274+2,27402300.13%+230
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
01,032+1,0320410.02%+41
EBAY INC.(EBAY)0385+3850210.01%+21
GLOBALFOUNDRIES INC(GFS)0400+4000200.01%+20
APPLIED MATLS INC65465401351540.09%+19
ISHARES TR1,1411,417+276961150.06%+19
FLEXSHARES TR
US QT LW VLTY
03,783+3,78302360.13%+236
JP MORGAN EXCHANGE TRADED F
INTRNL RES EQT
66,93667,221+2854,1924,2082.32%+17
SCHWAB STRATEGIC TR0242+2420160.01%+16
ALBEMARLE CORP(ALB)0160+1600150.01%+15
VANGUARD INDEX FDS083+830150.01%+15
SCHWAB STRATEGIC TR5,5005,50003413530.20%+12
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
2,4782,47801421540.08%+11
SELECT SECTOR SPDR TR
ST STR TECHN ETF
62062001291400.08%+11
JPMORGAN CHASE & CO(JPM)5,3915,393+21,0801,0910.60%+11
TRANSDIGM GROUP INC(TDG)014+140180.01%+18
NUVEEN CHURCHILL DIRECT LEND0564+5640100.01%+10
ALTRIA GROUP INC(MO)3,5523,609+571551640.09%+9
LANTHEUS HLDGS INC(LNTH)0475+4750380.02%+38
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
0856+856080.00%+8
PROCTER AND GAMBLE CO(PG)3,0173,018+14894980.27%+8
FEDEX CORP(FDX)802801-12322400.13%+8
COCA COLA CO(KO)3,0573,065+81871950.11%+8
EXTRA SPACE STORAGE INC(EXR)0939+93901460.08%+146
CARRIER GLOBAL CORPORATION(CARR)01,432+1,4320900.05%+90
NOKIA CORP(NOK)027,047+27,04701020.06%+102
SOUTHERN CO(SO)01,048+1,0480810.04%+81
AT&T INC(T)02,880+2,8800550.03%+55
ISHARES TR0153+1530310.02%+31
GOLDMAN SACHS GROUP INC(GS)0150+1500680.04%+68
REGENERON PHARMACEUTICALS(REGN)057+570600.03%+60
COLGATE PALMOLIVE CO(CL)700700063680.04%+5
VANGUARD INDEX FDS2,3652,316-496156200.34%+5
VANGUARD INDEX FDS163163056610.03%+5
TEXAS INSTRS INC(TXN)0233+2330450.03%+45
META PLATFORMS INC(META)24824801201250.07%+5
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)010,335+10,3350370.02%+37
ISHARES TR1851850971010.06%+4
NORDSTROM INC3,8003,800077810.04%+4
KIMBERLY-CLARK CORP(KMB)0400+4000550.03%+55
VANGARD INDEX FDS125127+260640.04%+3
PUBLIC SVC ENTERPRISE GRP IN(PEG)0420+4200310.02%+31
L3HARRIS TECHNOLOGIES INC(LHX)265265057600.03%+3
FORD MTR CO DEL(F)01,247+1,2470160.01%+16
VANGUARD WORLD FDS
UTILITIES ETF
0525+5250780.04%+78
MANULIFE FINL CORP(MFC)01,696+1,6960450.02%+45
CARNIVAL CORP01,047+1,0470200.01%+20
WESTERN DIGITAL CORP(WDC)0300+3000230.01%+23
SPOTIFY TECHNOLOGY S A(SPOT)044+440140.01%+14
ISHARES SILVER TR(SLV)0568+5680150.01%+15
COUCHBASE INC0116+116020.00%+2
DUKE ENERGY CORP NEW(DUK)0574+5740580.03%+58
ROYAL CARIBBEAN GROUP
COM
0100+1000160.01%+16
SCHWAB STRATEGIC TR058+58020.00%+2
LOCKHEED MARTIN CORP(LMT)0138+1380650.04%+65
VANGUARD ADMIRAL FDS INC06+6020.00%+2
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,6291,62901651670.09%+2
NCINO INC(NCNO)062+62020.00%+2
ASTRAZENECA PLC(AZN)0100+1000160.01%+16
WELLTOWER INC(WELL)0168+1680180.01%+18
TAIWAN SEMICONDUCTOR MFG LTD(TSM)50500790.00%+2
ISHARES GOLD TR(IAU)0931+9310410.02%+41
UNITEDHEALTH GROUP INC(UNH)0122+1220620.03%+62
RIVIAN AUTOMOTIVE INC(RIVN)0705+705090.01%+9
COLUMBIA BKG SYS INC(COLB)03,087+3,0870610.03%+61
LIBERTY MEDIA CORP DEL(FWONA)023+23020.00%+2
INSMED INC(INSM)057+57040.00%+4
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