Seek First

Seek First as of June 30, 2025

Portfolio Holdings for Seek First

Seek First holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 20.2 $25M 122k 205.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 16.6 $21M 701k 29.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 11.6 $14M 518k 27.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $5.0M 187k 26.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $4.9M 223k 22.10
Tesla Motors (TSLA) 3.4 $4.2M 13k 317.66
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 3.4 $4.2M 185k 22.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.3 $4.1M 21k 195.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $3.9M 14k 276.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.5 $3.1M 104k 30.14
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.2 $2.7M 59k 46.34
Amazon (AMZN) 1.6 $2.0M 9.2k 219.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $1.9M 3.1k 617.80
Vanguard Index Fds Value Etf (VTV) 1.4 $1.7M 9.9k 176.74
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $1.7M 13k 133.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $1.5M 53k 28.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $1.3M 54k 24.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.3M 51k 25.30
Schwab Strategic Tr Internl Divid (SCHY) 1.0 $1.2M 44k 27.35
NVIDIA Corporation (NVDA) 0.9 $1.1M 6.8k 157.99
Schwab Strategic Tr Long Term Us (SCHQ) 0.9 $1.1M 34k 31.89
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.0M 3.7k 279.83
Visa Com Cl A (V) 0.8 $1.0M 2.9k 354.99
Lam Research Corp Com New (LRCX) 0.7 $910k 9.3k 97.34
NOVA MEASURING Instruments L (NVMI) 0.7 $813k 3.0k 275.20
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.7 $813k 33k 24.81
Intuitive Surgical Com New (ISRG) 0.6 $774k 1.4k 543.41
Wisdomtree Tr Us Largecap Fund (EPS) 0.6 $701k 11k 64.01
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.6 $698k 30k 23.36
Microsoft Corporation (MSFT) 0.5 $675k 1.4k 497.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $644k 1.2k 551.51
Vanguard Index Fds Small Cp Etf (VB) 0.5 $639k 2.7k 236.98
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $599k 2.9k 204.65
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $541k 17k 31.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $540k 23k 23.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $487k 1.0k 485.77
Lumentum Hldgs (LITE) 0.4 $445k 4.7k 95.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $419k 1.4k 304.01
Cisco Systems (CSCO) 0.3 $393k 5.7k 69.38
Costco Wholesale Corporation (COST) 0.3 $354k 358.00 989.74
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $352k 7.0k 50.12
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.3 $350k 8.8k 39.66
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $340k 17k 19.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $331k 17k 19.52
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.3 $325k 21k 15.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $310k 706.00 438.48
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $281k 14k 20.68
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $275k 2.3k 117.70
NetApp (NTAP) 0.2 $253k 2.4k 106.53
Advanced Micro Devices (AMD) 0.2 $250k 1.8k 141.90
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $244k 2.6k 95.03
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $236k 9.4k 25.03
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $217k 5.0k 43.22
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.2 $215k 6.1k 35.03
Chevron Corporation (CVX) 0.2 $207k 1.4k 143.19