Institutional Manager · CIK 0002060504
Seek First Inc.
Campbell, CA · File #028-25577
Latest AUM
$145.1M
Positions
59
Top-10 Concentration
71.8%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 117,226 | $31.9M | 22.29% |
| 2 | SCHWAB STRATEGIC TR | 808524300 | 703,953 | $23.0M | 16.06% |
| 3 | SCHWAB STRATEGIC TR | 808524409 | 540,874 | $16.0M | 11.20% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 232,695 | $5.6M | 3.91% |
| 5 | SCHWAB STRATEGIC TR | 808524797 | 187,947 | $5.2M | 3.61% |
| 6 | VANGUARD INDEX FDS | 922908611 | 21,713 | $4.6M | 3.22% |
| 7 | SCHWAB STRATEGIC TR | 808524698 | 193,224 | $4.4M | 3.10% |
| 8 | VANGUARD INDEX FDS | 922908595 | 14,373 | $4.3M | 3.04% |
| 9 | TESLA INC | TSLA | 9,002 | $4.0M | 2.83% |
| 10 | SCHWAB STRATEGIC TR | 808524706 | 110,931 | $3.6M | 2.54% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C771 | 60,585 | $2.9M | 1.99% |
| 12 | SPDR S&P 500 ETF TR | SPY | 2,928 | $2.0M | 1.40% |
| 13 | AMAZON COM INC | AMZN | 8,616 | $2.0M | 1.39% |
| 14 | VANGUARD INDEX FDS | 922908744 | 9,755 | $1.9M | 1.30% |
| 15 | CONFLUENT INC | 20717M103 | 58,473 | $1.8M | 1.24% |
| 16 | VANGUARD WHITEHALL FDS | 921946406 | 12,204 | $1.8M | 1.22% |
| 17 | ALPHABET INC | GOOG | 5,399 | $1.7M | 1.18% |
| 18 | SCHWAB STRATEGIC TR | 808524508 | 53,798 | $1.6M | 1.13% |
| 19 | LAM RESEARCH CORP | LRCX | 9,201 | $1.6M | 1.10% |
| 20 | SCHWAB STRATEGIC TR | 808524607 | 52,189 | $1.5M | 1.04% |