BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
35.8%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 4.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 266.43K | SH | $89.33M 19.03% | 0.00 | 0.00 | 266.43K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 750.56K | SH | $55.21M 11.76% | 0.00 | 0.00 | 750.56K |
MICROSOFT CORPSOLE | COM | 48.45K | SH | $23.43M 4.99% | 0.00 | 0.00 | 48.45K |
APPLE INCSOLE | COM | 58.25K | SH | $15.84M 3.37% | 0.00 | 0.00 | 58.25K |
ELI LILLY &COSOLE | COM | 14.44K | SH | $15.52M 3.31% | 0.00 | 0.00 | 14.44K |
NVIDIA CORPORATIONSOLE | COM | 82.95K | SH | $15.47M 3.30% | 0.00 | 0.00 | 82.95K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 79.30K | SH | $11.19M 2.38% | 0.00 | 0.00 | 79.30K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 180.89K | SH | $9.72M 2.07% | 0.00 | 0.00 | 180.89K |
AMAZON COM INCSOLE | COM | 36.28K | SH | $8.37M 1.78% | 0.00 | 0.00 | 36.28K |
ALPHABET INCSOLE | CAP STK CL A | 25.07K | SH | $7.85M 1.67% | 0.00 | 0.00 | 25.07K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 203.36K | SH | $6.71M 1.43% | 0.00 | 0.00 | 203.36K |
ALPHABET INCSOLE | CAP STK CL C | 20.11K | SH | $6.31M 1.34% | 0.00 | 0.00 | 20.11K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 69.28K | SH | $5.23M 1.11% | 0.00 | 0.00 | 69.28K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 12.87K | SH | $4.98M 1.06% | 0.00 | 0.00 | 12.87K |
ISHARES TRSOLE | RUS 1000 ETF | 12.44K | SH | $4.64M 0.99% | 0.00 | 0.00 | 12.44K |
ISHARES TRSOLE | MSCI EAFE ETF | 45.55K | SH | $4.37M 0.93% | 0.00 | 0.00 | 45.55K |
META PLATFORMS INCSOLE | CL A | 6.56K | SH | $4.33M 0.92% | 0.00 | 0.00 | 6.56K |
BROADCOM INCSOLE | COM | 10.84K | SH | $3.75M 0.80% | 0.00 | 0.00 | 10.84K |
TESLA INCSOLE | COM | 7.35K | SH | $3.31M 0.70% | 0.00 | 0.00 | 7.35K |
JPMORGAN CHASE &CO.SOLE | COM | 10.18K | SH | $3.28M 0.70% | 0.00 | 0.00 | 10.18K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 42.51K | SH | $2.66M 0.57% | 0.00 | 0.00 | 42.51K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.64K | SH | $2.63M 0.56% | 0.00 | 0.00 | 8.64K |
VISA INCSOLE | COM CL A | 7.05K | SH | $2.47M 0.53% | 0.00 | 0.00 | 7.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.72K | SH | $2.37M 0.51% | 0.00 | 0.00 | 4.72K |
ISHARES GOLD TRSOLE | ISHARES NEW | 23.16K | SH | $1.88M 0.40% | 0.00 | 0.00 | 23.16K |