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  Name: BELLEVUE FINANCIAL, INC.
  City: BELLEVUE
  State: WA
  Zip: 98004
   
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Portfolio Summary View Filing
  Filing Report Date : 2016-12-31
  Total Value : $76,660,000
  Total Value Change : $-1,233,000
  Securities Held Change : -1
   
All Securities Held : 58
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 16
  Decreased Positions : 29

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 2 - $44.67 $5,340,000 103,699 6.97% -14,000 3,932 0.115    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 8 - $399.04 $2,551,000 41,059 3.33% 200,000 247 0.001    Application Software
   (CIT)1 Year Chart         CIT CIT Group Inc 18 - $53.50 $1,524,000 35,705 1.99% 231,000 75 0.018    Credit Services
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 20 - $73.28 $1,428,000 29,692 1.86% 228,000 3,364 0.066    Closed - End Fund - Debt
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 21 - $60.21 $1,326,000 19,188 1.73% -55,000 45 0.001    Discount, Variety Stores
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 22 - $48.31 $1,304,000 24,013 1.7% 32,000 1,310 0.001    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 25 - $88.85 $1,225,000 21,950 1.6% 146,000 2,505 0.024    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 29 - $37.75 $985,000 35,588 1.28% 113,000 5,292 0.004    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 37 - $25.28 $489,000 22,674 0.64% 7,000 1,788 0.025    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 38 - $81.19 $457,000 5,411 0.6% -2,000 11 0.001    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 41 - $46.25 $385,000 6,263 0.5% 56,000 547 0.007    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 43 - $215.40 $328,000 2,542 0.43% 18,000 2 0.001    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 53 - $165.28 $227,000 1,930 0.3% 227,000 1,930 0    Integrated Oil & Gas
      13 Records Found
  1    
Page 1 of 1
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