Seek First Inc.
CIK 2060504 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- AAPL23.15%
- SCHG14.83%
- SCHV11.42%
- SCHD4.43%
- SCHF3.97%
- VBR3.37%
- SCHI3.32%
- VBK2.96%
- TSLA2.95%
- SCHE2.40%
Share classes counted separately72.80%
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 | AAPLAPPLE INC View history and evidence | $26.07M | 23.15% | 117.34K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $16.69M | 14.83% | 666.73K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $12.86M | 11.42% | 483.94K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $4.98M | 4.43% | 178.23K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $4.47M | 3.97% | 225.82K shares | Prior unavailable — | — | ↗▾ |
| 06 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $3.79M | 3.37% | 20.36K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHISCHWAB 5-10 YEAR CORPORATE B5 10YR CORP BD View history and evidence | $3.74M | 3.32% | 166.48K shares | Prior unavailable — | — | ↗▾ |
| 08 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $3.33M | 2.96% | 13.23K shares | Prior unavailable — | — | ↗▾ |
| 09 | TSLATESLA INC View history and evidence | $3.32M | 2.95% | 12.81K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $2.70M | 2.40% | 97.90K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2060504 · Period Mar 31, 2025
Data loaded Oct 15, 2026 · First reported May 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112609161
}Research all 53 reported holdings.
This page includes 30 of 53 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
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.