OLYMPIA, WA
Allocation by class
Portfolio Concentration
Top 3 weight
18.1%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 1.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.37K | SH | $18.17M 10.22% | 0.00 | 0.00 | 71.37K |
SPDR GOLD TRSOLE | GOLD SHS | 21.84K | SH | $7.76M 4.36% | 0.00 | 0.00 | 21.84K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 71.61K | SH | $6.31M 3.55% | 0.00 | 0.00 | 71.61K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 59.89K | SH | $6.03M 3.39% | 0.00 | 0.00 | 59.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.48K | SH | $5.68M 3.19% | 0.00 | 0.00 | 8.48K |
ISHARES TRSOLE | CORE TOTAL USD | 101.42K | SH | $4.74M 2.66% | 0.00 | 0.00 | 101.42K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 80.41K | SH | $4.63M 2.60% | 0.00 | 0.00 | 80.41K |
PACER FDS TRSOLE | TRENDP US LAR CP | 82.36K | SH | $4.51M 2.54% | 0.00 | 0.00 | 82.36K |
ISHARES TRSOLE | CORE 40/60 MODER | 93.35K | SH | $4.44M 2.50% | 0.00 | 0.00 | 93.35K |
ISHARES TRSOLE | US AER DEF ETF | 19.98K | SH | $4.18M 2.35% | 0.00 | 0.00 | 19.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.36K | SH | $4.06M 2.28% | 0.00 | 0.00 | 12.36K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.93K | SH | $3.95M 2.22% | 0.00 | 0.00 | 5.93K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 41.41K | SH | $3.88M 2.18% | 0.00 | 0.00 | 41.41K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.25K | SH | $3.66M 2.06% | 0.00 | 0.00 | 49.25K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 30.19K | SH | $3.65M 2.05% | 0.00 | 0.00 | 30.19K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 16.39K | SH | $3.11M 1.75% | 0.00 | 0.00 | 16.39K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 50.98K | SH | $3.02M 1.70% | 0.00 | 0.00 | 50.98K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 24.99K | SH | $3.02M 1.70% | 0.00 | 0.00 | 24.99K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 12.01K | SH | $2.97M 1.67% | 0.00 | 0.00 | 12.01K |
ISHARES TRSOLE | NATIONAL MUN ETF | 27.56K | SH | $2.94M 1.65% | 0.00 | 0.00 | 27.56K |
ETF SER SOLUTIONSSOLE | AAM S&P 500 | 79.72K | SH | $2.77M 1.56% | 0.00 | 0.00 | 79.72K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 51.40K | SH | $2.73M 1.53% | 0.00 | 0.00 | 51.40K |
ISHARES TRSOLE | EAFE VALUE ETF | 37.33K | SH | $2.53M 1.42% | 0.00 | 0.00 | 37.33K |
ISHARES SILVER TRSOLE | ISHARES | 57.48K | SH | $2.44M 1.37% | 0.00 | 0.00 | 57.48K |
MICROSOFT CORPSOLE | COM | 4.56K | SH | $2.36M 1.33% | 0.00 | 0.00 | 4.56K |