SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 3.21M
Full voting authority
3.21M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MID CAPSOLE | ETF | 164.19K | SH | $50.64M 15.22% | 164.19K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 59.80K | SH | $38.96M 11.71% | 59.80K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 414.77K | SH | $28.76M 8.64% | 414.77K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 333.63K | SH | $28.22M 8.48% | 333.63K | 0.00 | 0.00 |
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDSOLE | ETF | 258.96K | SH | $27.64M 8.31% | 258.96K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 297.17K | SH | $23.62M 7.10% | 297.16K | 0.00 | 0.00 |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 387.74K | SH | $22.71M 6.83% | 387.74K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 326.65K | SH | $19.24M 5.78% | 326.65K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 48.12K | SH | $13.77M 4.14% | 48.12K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 106.88K | SH | $10.37M 3.12% | 106.88K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 169.37K | SH | $8.18M 2.46% | 169.37K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 8.13K | SH | $5.79M 1.74% | 8.13K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 38.45K | SH | $5.53M 1.66% | 38.45K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 97.07K | SH | $4.90M 1.47% | 97.07K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.45K | SH | $4.71M 1.42% | 13.45K | 0.00 | 0.00 |
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSOLE | ETF | 153.85K | SH | $3.87M 1.16% | 153.85K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 22.75K | SH | $3.62M 1.09% | 22.75K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 42.83K | SH | $3.36M 1.01% | 42.83K | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 8.30K | SH | $3.22M 0.97% | 8.30K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 12.79K | SH | $3.18M 0.95% | 12.79K | 0.00 | 0.00 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFSOLE | ETF | 51.08K | SH | $2.45M 0.74% | 51.08K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 45.60K | SH | $2.31M 0.69% | 45.60K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 8.83K | SH | $1.78M 0.54% | 8.83K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 14.19K | SH | $1.38M 0.41% | 14.19K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 1.93K | SH | $1.37M 0.41% | 1.93K | 0.00 | 0.00 |