BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
27.5%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Full voting authority
4.97M
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 |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 627.63K | SH | $36.52M 10.29% | 627.63K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 865.39K | SH | $31.25M 8.80% | 865.39K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 265.31K | SH | $30.01M 8.45% | 265.31K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 347.48K | SH | $25.84M 7.28% | 347.48K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 362.13K | SH | $25.26M 7.12% | 362.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.90K | SH | $25.04M 7.05% | 41.90K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 190.92K | SH | $18.54M 5.22% | 190.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 25.40K | SH | $16.59M 4.67% | 25.40K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 426.27K | SH | $15.44M 4.35% | 426.27K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 386.87K | SH | $12.75M 3.59% | 386.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 147.57K | SH | $10.36M 2.92% | 147.57K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 116.23K | SH | $8.23M 2.32% | 116.23K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 63.58K | SH | $7.08M 1.99% | 63.58K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 73.70K | SH | $6.50M 1.83% | 73.70K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 50.32K | SH | $5.65M 1.59% | 50.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.20K | SH | $5.37M 1.51% | 43.20K | 0.00 | 0.00 |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 60.28K | SH | $5.12M 1.44% | 60.28K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 56.30K | SH | $4.88M 1.38% | 56.30K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 17.61K | SH | $3.72M 1.05% | 17.61K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES U S INDU | 119.02K | SH | $3.65M 1.03% | 119.02K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 66.58K | SH | $3.46M 0.97% | 66.58K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA VALUE | 22.50K | SH | $3.20M 0.90% | 22.50K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL TECH ETF | 31.32K | SH | $3.13M 0.88% | 31.32K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 26.66K | SH | $3.05M 0.86% | 26.66K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 21.69K | SH | $2.49M 0.70% | 21.69K | 0.00 | 0.00 |