Fund HoldingsBELLEVUE ASSET MANAGEMENT, LLC

Total Portfolio Value
$205.47M
Total Bought
$12.61M
Total Sold
$34.57M
Net Transaction
-$21.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0138,211+138,211068,74833.46%+68,748
TCW ETF TRUST
FLEXIBLE INCOME
0102,568+102,56804,0461.97%+4,046
JP MORGAN EXCHANGE TRADED F
SHORT DURA CORE
084,916+84,91604,0281.96%+4,028
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
262,689261,199-1,4908,99710,6185.17%+1,621
VANGUARD WORLD FDS
INF TECH ETF
06,425+6,42504,2622.07%+4,262
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
016,603+16,60307290.35%+729
BLACKROCK ETF TRUST
ISHA TECH OP ETF
112,284112,842+5582,5033,1781.55%+675
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
158,537158,273-2649,2819,9304.83%+649
AMAZON COM INC(AMZN)020,801+20,80104,5642.22%+4,564
BLACKROCK ETF TRUST
ISHARES US EQUIT
93,13693,599+4634,5415,0972.48%+556
TCW ETF TRUST
TRANS SYSTE ETF
24,81124,768-431,7302,2331.09%+504
BROADCOM INC(AVGO)01,605+1,60504420.22%+442
JP MORGAN EXCHANGE TRADED F
INTRNL RES EQT
060,864+60,86404,3072.10%+4,307
NVIDIA CORPORATION(NVDA)06,840+6,84001,0810.53%+1,081
COSTCO WHSL CORP NEW(COST)6,7436,720-236,3776,6533.24%+275
ALPHABET INC(GOOG)09,424+9,42401,6610.81%+1,661
FIRST TR EXCHANGE- TRADED FD
FST LOW OPPT EFT
173,647176,778+3,1318,5378,7084.24%+172
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
03,743+3,74301580.08%+158
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
36,90139,497+2,5962,2082,3651.15%+157
ALPHABET INC(GOOG)07,344+7,34401,3030.63%+1,303
JPMORGAN CHASE & CO(JPM)03,416+3,41609910.48%+991
VANGUARD WORLD FDS
CONSUM DIS ETF
03,660+3,66001,3260.65%+1,326
NETFLIX INC(NFLX)32532503034350.21%+132
SCHWAB STRATEGIC TR29,08729,347+2607288570.42%+129
LAM RESEARCH CORP(LRCX)4,9904,99003634860.24%+123
SPDR S&P 500 ETF TR(SPY)01,736+1,73601,0730.52%+1,073
JP MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
039,521+39,52102,1501.05%+2,150
KLA CORP(KLAC)45545503104080.20%+99
ISHARES TR01,084+1,08401020.05%+102
FIRST TR EXCHANGE-TRADED ALP
COM SHS
023,690+23,69002,7211.32%+2,721
VANGUARD INDEX FDS02,349+2,34907140.35%+714
TESLA INC(TSLA)01,342+1,34204260.21%+426
ORACLE CORP(ORCL)01,221+1,22102670.13%+267
CISCO SYS INC(CSCO)010,175+10,17507060.34%+706
PHILIP MORRIS INTL INC(PM)2,2782,279+13624150.20%+54
JP MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
04,047+4,04702600.13%+260
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
01,337+1,3370460.02%+46
ABBOTT LABS13,47613,477+11,7881,8330.89%+45
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)10,33510,3350771200.06%+44
BANK AMERICA CORP07,575+7,57503580.17%+358
SCHWAB STRATEGIC TR017,790+17,79004350.21%+435
VANGARD INDEX FDS378414+361942360.11%+41
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,6321,633+11902310.11%+41
META PLATFORMS INC(META)0248+24801830.09%+183
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
0851+8510390.02%+39
WISDOMTREE TR(WT)0912+9120360.02%+36
BERKLEY W R CORP13,51613,51609629930.48%+31
DISNEY WALT CO(DIS)01,208+1,20801500.07%+150
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0620+62001570.08%+157
ISHARES TR80680601231520.07%+29
SCHWAB STRATEGIC TR028,555+28,55506850.33%+685
APPLIED MATLS INC0654+65401200.06%+120
NIKE INC(NKE)03,280+3,28002330.11%+233
ISHARES TR2,9782,979+13363600.18%+24
GOLDMAN SACHS GROUP INC(GS)0150+15001060.05%+106
ISHARES TR2,3842,466+822032270.11%+24
PACCAR INC(PCAR)03,478+3,47803310.16%+331
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0444+4440220.01%+22
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0753+7530220.01%+22
EMERSON ELEC CO(EMR)0900+90001200.06%+120
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
02,103+2,10301440.07%+144
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
04,042+4,04203000.15%+300
VANGUARD BD INDEX FDS0249+2490180.01%+18
SCHWAB STRATEGIC TR0572+5720170.01%+17
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
0746+74601170.06%+117
CARRIER GLOBAL CORPORATION(CARR)01,432+1,43201050.05%+105
INVESCO QQQ TR165165077910.04%+14
SPDR SERIES TRUST
ST STR SP AERO
0267+2670560.03%+56
CANADIAN IMPERIAL BK COMM(CM)0870+8700620.03%+62
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
03,292+3,29201290.06%+129
VANGUARD INDEX FDS0165+1650720.04%+72
L3HARRIS TECHNOLOGIES INC(LHX)0266+2660670.03%+67
ROYAL CARIBBEAN GROUP
COM
0100+1000310.02%+31
ISHARES TR0290+29001800.09%+180
FLEXSHARES TR
US QT LW VLTY
3,5903,617+272372460.12%+10
TEXAS INSTRS INC(TXN)0248+2480520.03%+52
SPOTIFY TECHNOLOGY S A(SPOT)4444024340.02%+10
BOEING CO(BA)0814+81401710.08%+171
VANGUARD TAX-MANAGED FDS0164+164090.00%+9
TORTOISE CAPITAL SERIES TRUS0244+244090.00%+9
FORD MTR CO(F)02,187+2,1870240.01%+24
VISA INC(V)01,765+1,76506270.31%+627
VANGUARD WHITEHALL FDS1,7531,756+32262340.11%+8
GENERAL DYNAMICS CORP(GD)047+470140.01%+14
SCHWAB STRATEGIC TR6,7686,741-271851930.09%+8
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
034+34080.00%+8
INTERCONTINENTAL EXCHANGE IN(ICE)65065001121190.06%+7
WESTERN DIGITAL CORP(WDC)0300+3000190.01%+19
VANGUARD SPECIALIZED FUNDS0631+63101290.06%+129
NASDAQ INC(NDAQ)0504+5040450.02%+45
TIMBERLAND BANCORP INC06,400+6,40002000.10%+200
NORTHROP GRUMMAN CORP(NOC)7590+1538450.02%+7
CATERPILLAR INC(CAT)0106+1060410.02%+41
QUALCOMM INC(QCOM)01,066+1,06601700.08%+170
LOCKHEED MARTIN CORP(LMT)0157+1570730.04%+73
VANGUARD INDEX FDS0205+2050570.03%+57
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
01,566+1,5660880.04%+88
ISHARES TR
CORE MSCI INTL
066+66050.00%+5
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
01,472+1,4720840.04%+84
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
0369+3690370.02%+37
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