SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
24.4%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 27.77M
Full voting authority
0.00
shares
Joint voting authority
27.77M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 689.38K | SH | $450.31M 13.66% | 0.00 | 689.38K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.95M | SH | $188.92M 5.73% | 0.00 | 2.95M | 0.00 |
MICROSOFT CORPDFND | COM | 449.74K | SH | $166.48M 5.05% | 0.00 | 449.74K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 814.44K | SH | $142.04M 4.31% | 0.00 | 814.44K | 0.00 |
APPLE INCDFND | COM | 509.08K | SH | $129.20M 3.92% | 0.00 | 509.08K | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 145.37K | SH | $94.54M 2.87% | 0.00 | 145.37K | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 948.44K | SH | $94.15M 2.86% | 0.00 | 948.44K | 0.00 |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 1.18M | SH | $92.38M 2.80% | 0.00 | 1.18M | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 1.61M | SH | $87.18M 2.64% | 0.00 | 1.61M | 0.00 |
AMAZON COM INCDFND | COM | 391.55K | SH | $81.55M 2.47% | 0.00 | 391.55K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 250.69K | SH | $72.09M 2.19% | 0.00 | 250.69K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 90.39K | SH | $54.01M 1.64% | 0.00 | 90.39K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 88.68K | SH | $42.50M 1.29% | 0.00 | 88.68K | 0.00 |
BROADCOM INCDFND | COM | 131.57K | SH | $40.72M 1.24% | 0.00 | 131.57K | 0.00 |
META PLATFORMS INCDFND | CL A | 69.85K | SH | $39.97M 1.21% | 0.00 | 69.85K | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 39.73K | SH | $39.59M 1.20% | 0.00 | 39.73K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 105.29K | SH | $30.97M 0.94% | 0.00 | 105.29K | 0.00 |
EXXON MOBIL CORPDFND | COM | 176.50K | SH | $29.94M 0.91% | 0.00 | 176.50K | 0.00 |
KLA CORPDFND | COM NEW | 19.37K | SH | $28.52M 0.86% | 0.00 | 19.37K | 0.00 |
NIKE INCDFND | CL B | 529.20K | SH | $27.95M 0.85% | 0.00 | 529.20K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 90.91K | SH | $26.08M 0.79% | 0.00 | 90.91K | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 44.47K | SH | $25.67M 0.78% | 0.00 | 44.47K | 0.00 |
ELI LILLY & CODFND | COM | 27.64K | SH | $25.42M 0.77% | 0.00 | 27.64K | 0.00 |
ISHARES TRDFND | SHRT NAT MUN ETF | 233.90K | SH | $24.91M 0.76% | 0.00 | 233.90K | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 68.76K | SH | $22.06M 0.67% | 0.00 | 68.76K | 0.00 |