SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
28.6%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 4.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 117.49K | SH | $37.69M 14.01% | 0.00 | 0.00 | 117.49K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 858.18K | SH | $21.54M 8.01% | 0.00 | 0.00 | 858.18K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 229.71K | SH | $17.71M 6.59% | 0.00 | 0.00 | 229.71K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 140.20K | SH | $10.32M 3.84% | 0.00 | 0.00 | 140.20K |
MICROSOFT CORPSOLE | COM | 24.97K | SH | $9.24M 3.44% | 0.00 | 0.00 | 24.97K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 192.13K | SH | $9.23M 3.43% | 0.00 | 0.00 | 192.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 92.75K | SH | $7.33M 2.73% | 0.00 | 0.00 | 92.75K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 94.19K | SH | $7.07M 2.63% | 0.00 | 0.00 | 94.19K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 85.10K | SH | $6.58M 2.45% | 0.00 | 0.00 | 85.10K |
SCHWAB STRATEGIC TRSOLE | CORE BOND ETF | 241.01K | SH | $6.20M 2.30% | 0.00 | 0.00 | 241.01K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 42.55K | SH | $5.89M 2.19% | 0.00 | 0.00 | 42.55K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 38.65K | SH | $5.72M 2.13% | 0.00 | 0.00 | 38.65K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.65K | SH | $5.63M 2.09% | 0.00 | 0.00 | 8.65K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 103.85K | SH | $5.61M 2.09% | 0.00 | 0.00 | 103.85K |
ISHARES TRSOLE | CORE INTL AGGR | 107.03K | SH | $5.36M 1.99% | 0.00 | 0.00 | 107.03K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 212.43K | SH | $5.26M 1.95% | 0.00 | 0.00 | 212.43K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 23.62K | SH | $5.08M 1.89% | 0.00 | 0.00 | 23.62K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 12.12K | SH | $4.45M 1.66% | 0.00 | 0.00 | 12.12K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 144.30K | SH | $4.43M 1.65% | 0.00 | 0.00 | 144.30K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 30.15K | SH | $4.37M 1.63% | 0.00 | 0.00 | 30.15K |
AMAZON COM INCSOLE | COM | 20.71K | SH | $4.31M 1.60% | 0.00 | 0.00 | 20.71K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 65.77K | SH | $3.85M 1.43% | 0.00 | 0.00 | 65.77K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 35.49K | SH | $3.34M 1.24% | 0.00 | 0.00 | 35.49K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 138.22K | SH | $3.21M 1.19% | 0.00 | 0.00 | 138.22K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 115.68K | SH | $2.81M 1.04% | 0.00 | 0.00 | 115.68K |