Fund HoldingsSeek First Inc.

Total Portfolio Value
$145.08M
Total Bought
$8.59M
Total Sold
$4.30M
Net Transaction
+$4.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)116,016117,226+1,21029,54131,86921.97%+2,328
CONFLUENT INC058,473+58,47301,7681.22%+1,768
APPLIED MATLS INC03,343+3,34308590.59%+859
CISCO SYS INC(CSCO)5,99914,990+8,9914101,1550.80%+744
SCHWAB STRATEGIC TR699,012703,953+4,94122,30522,96315.83%+657
SCHWAB STRATEGIC TR532,904540,874+7,97015,51316,01511.04%+502
ALPHABET INC(GOOG)5,3995,39901,3151,6941.17%+379
SCHWAB STRATEGIC TR226,267232,695+6,4285,2685,5943.86%+326
LAM RESEARCH CORP(LRCX)9,3669,201-1651,2541,5751.09%+321
LUMENTUM HLDGS INC(LITE)2,7272,000-7274447370.51%+293
NOVA LTD(NVMI)2,9553,713+7589451,2190.84%+275
INTUITIVE SURGICAL INC1,4241,42406378060.56%+170
VANGUARD INDEX FDS21,37021,713+3434,4604,5993.17%+138
VANGUARD INDEX FDS14,21414,373+1594,2304,3422.99%+112
SCHWAB STRATEGIC TR45,44445,874+4301,2701,3680.94%+98
AMAZON COM INC(AMZN)8,6118,616+51,8911,9891.37%+98
SCHWAB STRATEGIC TR106,459110,931+4,4723,5533,6332.50%+80
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
59,10760,585+1,4782,7762,8521.97%+77
SCHWAB STRATEGIC TR189,096193,224+4,1284,3644,4383.06%+74
ALPHABET INC(GOOG)908909+12212840.20%+64
INVESCO QQQ TR1,2211,290+697337920.55%+60
SCHWAB STRATEGIC TR51,96052,189+2291,4501,4861.02%+37
SCHWAB STRATEGIC TR53,56353,798+2351,5881,6181.12%+30
VISA INC(V)2,8392,844+59699970.69%+28
SCHWAB STRATEGIC TR54,33155,534+1,2031,3261,3530.93%+28
VANGUARD INDEX FDS9,8809,755-1251,8431,8631.28%+21
VANGUARD SPECIALIZED FUNDS2,9402,972+326346530.45%+19
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
21,68222,490+8084274440.31%+17
WISDOMTREE TR(WT)8,2258,261+363443600.25%+16
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
21,38322,163+7804184340.30%+16
VANGUARD TAX-MANAGED FDS3,5123,569+572102230.15%+13
VANGUARD INDEX FDS1,3831,391+84544660.32%+12
SCHWAB STRATEGIC TR33,12333,676+5538268390.58%+12
VANGUARD INDEX FDS2,7052,707+26886980.48%+10
WISDOMTREE TR(WT)9,8109,679-1316766860.47%+10
ISHARES TR
MSCI INTL QUALTY
5,0285,078+502222310.16%+9
VANGUARD INDEX FDS707709+23393460.24%+7
SCHWAB STRATEGIC TR23,64724,044+3975555620.39%+7
SPDR S&P 500 ETF TR(SPY)2,9872,928-591,9901,9961.38%+6
SCHWAB STRATEGIC TR33,69834,539+8411,0891,0950.75%+6
SCHWAB STRATEGIC TR9,5099,626+1172392410.17%+2
PIMCO ETF TR
0-5 HIGH YIELD
2,6072,655+482492520.17%+2
BERKSHIRE HATHAWAY INC DEL1,0021,00205045040.35%-0
PROSHARES TR
PSHS ULTRA QQQ
1,5623,018+1,4562142120.15%-2
WISDOMTREE TR(WT)5,7655,807+423023000.21%-2
CHEVRON CORP NEW(CVX)1,4361,439+32232190.15%-4
WISDOMTREE TR(WT)17,15317,149-45785740.40%-4
EATON VANCE TAX-MANAGED DIVE
COM
21,39521,804+4093403340.23%-6
VANGUARD INDEX FDS3,6853,703+181,0821,0750.74%-8
INVESCO EXCHANGE TRADED FD T
S&P500 EQL REL
6,1596,200+412182080.14%-10
COSTCO WHSL CORP NEW(COST)353351-23273020.21%-25
NETAPP INC(NTAP)2,3802,389+92822560.18%-26
NVIDIA CORPORATION(NVDA)6,8276,677-1501,2741,2450.86%-29
VANGUARD WHITEHALL FDS12,70112,204-4971,7901,7511.21%-39
ADVANCED MICRO DEVICES INC(AMD)1,7631,124-6392852410.17%-45
MICROSOFT CORP(MSFT)1,3421,320-226956380.44%-57
SCHWAB STRATEGIC TR194,663187,947-6,7165,3145,1553.55%-159
GILEAD SCIENCES INC(GILD)7,8185,060-2,7588686210.43%-247
INVESCO EXCH TRD SLF IDX FD17,2230-17,2233560-356
ISHARES TR28,4610-28,4616650-665
TESLA INC(TSLA)13,6589,002-4,6566,0744,0482.79%-2,026
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