VANCOUVER, WA
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Full voting authority
2.56M
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 |
|---|---|---|---|---|---|---|---|
ISHARES CORE HIGH DIVIDEND ETFSOLE | Exchange Traded Fund | 127.14K | SH | $17.3K 10.02% | 127.14K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | Exchange Traded Fund | 68.27K | SH | $14.1K 8.16% | 68.27K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETFSOLE | Exchange Traded Fund | 528.86K | SH | $13.5K 7.87% | 528.86K | 0.00 | 0.00 |
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFSOLE | Exchange Traded Fund | 293.50K | SH | $13.4K 7.77% | 293.50K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | Exchange Traded Fund | 27.16K | SH | $11.9K 6.89% | 27.16K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | Exchange Traded Fund | 143.42K | SH | $11.2K 6.53% | 143.42K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | Exchange Traded Fund | 125.37K | SH | $9.6K 5.57% | 125.37K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | Exchange Traded Fund | 194.48K | SH | $9.3K 5.42% | 194.48K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | Exchange Traded Fund | 109.08K | SH | $8.2K 4.75% | 109.08K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | Exchange Traded Fund | 27.42K | SH | $5.9K 3.42% | 27.42K | 0.00 | 0.00 |
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFSOLE | Exchange Traded Fund | 157.49K | SH | $5.6K 3.27% | 157.49K | 0.00 | 0.00 |
INVESCO S&P 100 EQUAL WEIGHT ETFSOLE | Exchange Traded Fund | 39.46K | SH | $4.5K 2.64% | 39.46K | 0.00 | 0.00 |
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETFSOLE | Exchange Traded Fund | 85.74K | SH | $3.4K 1.96% | 85.74K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | Exchange Traded Fund | 5.20K | SH | $3.0K 1.74% | 5.20K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | Exchange Traded Fund | 11.31K | SH | $3.0K 1.72% | 11.31K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | Exchange Traded Fund | 63.31K | SH | $2.9K 1.68% | 63.31K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | Exchange Traded Fund | 46.33K | SH | $2.5K 1.45% | 46.33K | 0.00 | 0.00 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETFSOLE | Exchange Traded Fund | 51.30K | SH | $2.5K 1.42% | 51.30K | 0.00 | 0.00 |
SCHWAB U.S. MID-CAP ETFSOLE | Exchange Traded Fund | 69.56K | SH | $2.2K 1.25% | 69.56K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common Stock | 9.56K | SH | $2.0K 1.16% | 9.56K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATE TREASURY FUNDSOLE | Exchange Traded Fund | 35.79K | SH | $1.8K 1.05% | 35.79K | 0.00 | 0.00 |
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETFSOLE | Exchange Traded Fund | 35.26K | SH | $1.6K 0.94% | 35.26K | 0.00 | 0.00 |
UNION PAC CORP COMSOLE | Common Stock | 6.44K | SH | $1.6K 0.91% | 6.44K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common Stock | 3.96K | SH | $1.5K 0.85% | 3.96K | 0.00 | 0.00 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSOLE | Exchange Traded Fund | 26.57K | SH | $1.3K 0.77% | 26.57K | 0.00 | 0.00 |