YAKIMA, WA
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 8.12M
Full voting authority
8.12M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.05M | SH | $51.46M 6.91% | 1.05M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 200.33K | SH | $43.08M 5.78% | 200.33K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 63.29K | SH | $41.34M 5.55% | 63.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 423.17K | SH | $35.02M 4.70% | 423.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 73.74K | SH | $31.44M 4.22% | 73.74K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 656.96K | SH | $30.27M 4.06% | 656.96K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 44.16K | SH | $25.49M 3.42% | 44.16K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 446.61K | SH | $22.60M 3.03% | 446.61K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 30.53K | SH | $21.30M 2.86% | 30.53K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 164.23K | SH | $15.48M 2.08% | 164.23K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 100.40K | SH | $14.87M 2.00% | 100.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 58.38K | SH | $14.81M 1.99% | 58.38K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 127.31K | SH | $14.06M 1.89% | 127.31K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.39K | SH | $13.91M 1.87% | 21.39K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 198.99K | SH | $13.88M 1.86% | 198.99K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 227.85K | SH | $12.25M 1.64% | 227.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 42.38K | SH | $11.10M 1.49% | 42.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 50.97K | SH | $10.62M 1.43% | 50.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 28.48K | SH | $10.54M 1.42% | 28.48K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 243.40K | SH | $10.36M 1.39% | 243.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 35.11K | SH | $10.10M 1.36% | 35.11K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 97.72K | SH | $9.84M 1.32% | 97.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 45.93K | SH | $9.01M 1.21% | 45.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.66K | SH | $7.99M 1.07% | 16.66K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 149.88K | SH | $7.78M 1.04% | 149.88K | 0.00 | 0.00 |