SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 58.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
58.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 4.04M | SH | $963.58M 17.91% | 0.00 | 0.00 | 4.04M |
MICROSOFT CORPSOLE | COM | 844.80K | SH | $315.13M 5.86% | 0.00 | 0.00 | 844.80K |
APPLE INCSOLE | COM | 579.66K | SH | $167.73M 3.12% | 0.00 | 0.00 | 579.66K |
NVIDIA CORPORATIONSOLE | COM | 755.69K | SH | $151.21M 2.81% | 0.00 | 0.00 | 755.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 295.18K | SH | $109.23M 2.03% | 0.00 | 0.00 | 295.18K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 1.18M | SH | $96.43M 1.79% | 0.00 | 0.00 | 1.18M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 3.03M | SH | $87.79M 1.63% | 0.00 | 0.00 | 3.03M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.97M | SH | $87.43M 1.63% | 0.00 | 0.00 | 1.97M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.22M | SH | $82.80M 1.54% | 0.00 | 0.00 | 2.22M |
ALPHABET INCSOLE | CAP STK CL C | 214.80K | SH | $75.89M 1.41% | 0.00 | 0.00 | 214.80K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.66M | SH | $68.48M 1.27% | 0.00 | 0.00 | 1.66M |
ISHARES TRSOLE | RUS 1000 ETF | 161K | SH | $65.93M 1.23% | 0.00 | 0.00 | 161K |
ALPHABET INCSOLE | CAP STK CL A | 150.99K | SH | $53.96M 1.00% | 0.00 | 0.00 | 150.99K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 340.76K | SH | $53.48M 0.99% | 0.00 | 0.00 | 340.76K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.02M | SH | $52.48M 0.98% | 0.00 | 0.00 | 1.02M |
ISHARES TRSOLE | 0-3 MTH TREASURY | 517.37K | SH | $52.08M 0.97% | 0.00 | 0.00 | 517.37K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.16M | SH | $47.15M 0.88% | 0.00 | 0.00 | 1.16M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 61.82K | SH | $46.17M 0.86% | 0.00 | 0.00 | 61.82K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 3.87M | SH | $44.03M 0.82% | 0.00 | 0.00 | 3.87M |
TESLA INCSOLE | COM | 95.19K | SH | $40.04M 0.74% | 0.00 | 0.00 | 95.19K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 321.42K | SH | $39.91M 0.74% | 0.00 | 0.00 | 321.42K |
ISHARES TRSOLE | CORE S&P500 ETF | 51.86K | SH | $38.84M 0.72% | 0.00 | 0.00 | 51.86K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 67.52K | SH | $33.79M 0.63% | 0.00 | 0.00 | 67.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 45.30K | SH | $33.36M 0.62% | 0.00 | 0.00 | 45.30K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 76.04K | SH | $32.42M 0.60% | 0.00 | 0.00 | 76.04K |