Nikulski Financial, Inc.
CIK 1729847 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- VIG6.58%
- AAPL5.53%
- AMZN3.89%
- IJR3.19%
- GOOGL2.97%
- SPHQ2.94%
- GSLC2.82%
- IWF2.82%
- COST2.79%
- QQQ2.69%
Share classes counted separately36.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $17.98M | 6.58% | 105.54K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $15.11M | 5.53% | 78.48K shares | — | ↗▾ | |
| 03 | AMZNAMAZON.COM INC View history and evidence | $10.62M | 3.89% | 69.92K shares | — | ↗▾ | |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $8.72M | 3.19% | 80.52K shares | — | ↗▾ | |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $8.10M | 2.97% | 57.98K shares | — | ↗▾ | |
| 06 | SPHQINVESCO S&P 500 QUALITY ETFS&P500 QUALITY View history and evidence | $8.04M | 2.94% | 148.67K shares | — | ↗▾ | |
| 07 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $7.71M | 2.82% | 82.18K shares | — | ↗▾ | |
| 08 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $7.71M | 2.82% | 25.43K shares | — | ↗▾ | |
| 09 | COSTCOSTCO WHOLESALE CORP View history and evidence | $7.63M | 2.79% | 11.56K shares | — | ↗▾ | |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $7.35M | 2.69% | 17.95K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IVT INVENTRUST PROPERTIES CORP | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729847 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 273124863
}Research all 134 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.