Seek First

Seek First as of March 31, 2025

Portfolio Holdings for Seek First

Seek First holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 23.1 $26M 117k 222.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 14.8 $17M 667k 25.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 11.4 $13M 484k 26.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $5.0M 178k 27.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $4.5M 226k 19.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.4 $3.8M 20k 186.29
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 3.3 $3.7M 167k 22.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $3.3M 13k 251.77
Tesla Motors (TSLA) 2.9 $3.3M 13k 259.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $2.7M 98k 27.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.2 $2.5M 54k 46.31
Vanguard Index Fds Value Etf (VTV) 1.6 $1.8M 10k 172.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $1.8M 3.1k 559.46
Amazon (AMZN) 1.5 $1.7M 9.1k 190.26
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $1.6M 13k 128.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $1.4M 53k 26.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $1.3M 52k 24.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.2M 52k 23.43
Schwab Strategic Tr Internl Divid (SCHY) 1.0 $1.1M 43k 25.38
Schwab Strategic Tr Long Term Us (SCHQ) 1.0 $1.1M 33k 32.76
Visa Com Cl A (V) 0.9 $992k 2.8k 350.44
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $937k 3.6k 258.64
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.7 $798k 32k 24.64
NVIDIA Corporation (NVDA) 0.7 $735k 6.8k 108.39
Intuitive Surgical Com New (ISRG) 0.6 $705k 1.4k 495.27
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.6 $691k 30k 23.37
Vanguard Index Fds Small Cp Etf (VB) 0.6 $677k 3.1k 221.74
Lam Research Corp Com New (LRCX) 0.6 $677k 9.3k 72.70
Wisdomtree Tr Us Largecap Fund (EPS) 0.6 $647k 11k 59.28
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $550k 2.8k 193.97
NOVA MEASURING Instruments L (NVMI) 0.5 $545k 3.0k 184.33
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $537k 17k 31.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $534k 1.0k 532.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $528k 23k 23.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $526k 1.1k 469.06
Microsoft Corporation (MSFT) 0.4 $502k 1.3k 375.32
Cisco Systems (CSCO) 0.4 $477k 7.7k 61.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $379k 1.4k 274.91
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $346k 7.0k 49.52
Costco Wholesale Corporation (COST) 0.3 $330k 349.00 944.71
Wisdomtree Tr Currncy Int Eq (DDWM) 0.3 $324k 8.8k 36.79
Lumentum Hldgs (LITE) 0.3 $292k 4.7k 62.34
Vanguard Index Fds Growth Etf (VUG) 0.2 $258k 696.00 370.89
Intuit (INTU) 0.2 $256k 417.00 614.64
Chevron Corporation (CVX) 0.2 $239k 1.4k 167.32
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.2 $236k 17k 14.26
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $236k 2.5k 93.67
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $232k 9.3k 24.86
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $219k 11k 19.59
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.2 $217k 6.1k 35.71
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $211k 11k 19.48
NetApp (NTAP) 0.2 $207k 2.4k 87.85
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $203k 2.3k 88.89