KIRKLAND, WA
Allocation by class
Portfolio Concentration
Top 3 weight
29.2%
Top 10 weight
71.1%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOEING COSOLE | COM | 276.13K | SH | $55.79M 11.61% | 0.00 | 0.00 | 276.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 185.07K | SH | $46.41M 9.66% | 0.00 | 0.00 | 185.07K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 143.59K | SH | $37.93M 7.90% | 0.00 | 0.00 | 143.59K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 292.30K | SH | $33.99M 7.08% | 0.00 | 0.00 | 292.30K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 322.23K | SH | $31.61M 6.58% | 0.00 | 0.00 | 322.23K |
MICROSOFT CORPSOLE | COM | 76.82K | SH | $31.54M 6.57% | 0.00 | 0.00 | 76.82K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 640.43K | SH | $31.22M 6.50% | 0.00 | 0.00 | 640.43K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 54.35K | SH | $27.83M 5.79% | 0.00 | 0.00 | 54.35K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 373.50K | SH | $24.43M 5.09% | 0.00 | 0.00 | 373.50K |
ISHARES TRSOLE | GLOBAL TECH ETF | 284.56K | SH | $20.69M 4.31% | 0.00 | 0.00 | 284.56K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 155.22K | SH | $11.29M 2.35% | 0.00 | 0.00 | 155.22K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 65.23K | SH | $10.99M 2.29% | 0.00 | 0.00 | 65.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 246.87K | SH | $10.07M 2.10% | 0.00 | 0.00 | 246.87K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 122.95K | SH | $9.90M 2.06% | 0.00 | 0.00 | 122.95K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 29.33K | SH | $9.05M 1.88% | 0.00 | 0.00 | 29.33K |
SPDR INDEX SHS FDSSOLE | S&P CHINA ETF | 141.29K | SH | $9.01M 1.88% | 0.00 | 0.00 | 141.29K |
VISA INCSOLE | COM CL A | 29K | SH | $8.07M 1.68% | 0.00 | 0.00 | 29K |
STARBUCKS CORPSOLE | COM | 78.01K | SH | $7.26M 1.51% | 0.00 | 0.00 | 78.01K |
AMAZON COM INCSOLE | COM | 31.38K | SH | $5.36M 1.12% | 0.00 | 0.00 | 31.38K |
APPLE INCSOLE | COM | 27.82K | SH | $4.98M 1.04% | 0.00 | 0.00 | 27.82K |
ISHARES TRSOLE | MSCI EAFE ETF | 59.74K | SH | $4.62M 0.96% | 0.00 | 0.00 | 59.74K |
ISHARES TRSOLE | CHINA LG-CAP ETF | 166.09K | SH | $3.83M 0.80% | 0.00 | 0.00 | 166.09K |
ADIENT PLCSOLE | ORD SHS | 108.64K | SH | $3.68M 0.77% | 0.00 | 0.00 | 108.64K |
ROYAL BK CDASOLE | COM | 30.19K | SH | $2.97M 0.62% | 0.00 | 0.00 | 30.19K |
ISHARES TRSOLE | NATIONAL MUN ETF | 26.43K | SH | $2.85M 0.59% | 0.00 | 0.00 | 26.43K |