SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
55.5%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 24.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
24.65M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 4.13M | SH | $861.05M 36.28% | 0.00 | 0.00 | 4.13M |
MICROSOFT CORPSOLE | COM | 843.32K | SH | $312.17M 13.15% | 0.00 | 0.00 | 843.32K |
APPLE INCSOLE | COM | 570K | SH | $144.66M 6.10% | 0.00 | 0.00 | 570K |
NVIDIA CORPORATIONSOLE | COM | 691.41K | SH | $120.58M 5.08% | 0.00 | 0.00 | 691.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 290.70K | SH | $93.26M 3.93% | 0.00 | 0.00 | 290.70K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2.80M | SH | $74.38M 3.13% | 0.00 | 0.00 | 2.80M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.08M | SH | $73.85M 3.11% | 0.00 | 0.00 | 2.08M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 1.02M | SH | $73.65M 3.10% | 0.00 | 0.00 | 1.02M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.77M | SH | $68.72M 2.90% | 0.00 | 0.00 | 1.77M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.58M | SH | $61.73M 2.60% | 0.00 | 0.00 | 1.58M |
ISHARES TRSOLE | RUS 1000 ETF | 161.07K | SH | $57.43M 2.42% | 0.00 | 0.00 | 161.07K |
ALPHABET INCSOLE | CAP STK CL C | 181.75K | SH | $52.14M 2.20% | 0.00 | 0.00 | 181.75K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 328.70K | SH | $45.47M 1.92% | 0.00 | 0.00 | 328.70K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 995.41K | SH | $44.91M 1.89% | 0.00 | 0.00 | 995.41K |
ALPHABET INCSOLE | CAP STK CL A | 142.18K | SH | $40.88M 1.72% | 0.00 | 0.00 | 142.18K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.13M | SH | $38.94M 1.64% | 0.00 | 0.00 | 1.13M |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 3.67M | SH | $37.95M 1.60% | 0.00 | 0.00 | 3.67M |
T-MOBILE US INCSOLE | COM | 142.37K | SH | $29.90M 1.26% | 0.00 | 0.00 | 142.37K |
EXXON MOBIL CORPSOLE | COM | 160.24K | SH | $27.19M 1.15% | 0.00 | 0.00 | 160.24K |
STARBUCKS CORPSOLE | COM | 269.50K | SH | $24.14M 1.02% | 0.00 | 0.00 | 269.50K |
ISHARES TRSOLE | CORE S&P TTL STK | 165.93K | SH | $23.63M 1.00% | 0.00 | 0.00 | 165.93K |
ISHARES TRSOLE | MSCI EAFE ETF | 237.32K | SH | $23.05M 0.97% | 0.00 | 0.00 | 237.32K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 672.69K | SH | $22.78M 0.96% | 0.00 | 0.00 | 672.69K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 608.45K | SH | $20.67M 0.87% | 0.00 | 0.00 | 608.45K |