SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 29.56M
Full voting authority
0.00
shares
Joint voting authority
29.56M
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 | 717.83K | SH | $537.57M 13.94% | 0.00 | 717.83K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.93M | SH | $208.48M 5.41% | 0.00 | 2.93M | 0.00 |
MICROSOFT CORPDFND | COM | 474.05K | SH | $176.83M 4.58% | 0.00 | 474.05K | 0.00 |
APPLE INCDFND | COM | 539.15K | SH | $156.01M 4.04% | 0.00 | 539.15K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 779.19K | SH | $155.91M 4.04% | 0.00 | 779.19K | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 155.67K | SH | $116.25M 3.01% | 0.00 | 155.67K | 0.00 |
AMAZON COM INCDFND | COM | 465.10K | SH | $110.85M 2.87% | 0.00 | 465.10K | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 1.08M | SH | $106.49M 2.76% | 0.00 | 1.08M | 0.00 |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 1.36M | SH | $105.87M 2.74% | 0.00 | 1.36M | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 1.77M | SH | $105.82M 2.74% | 0.00 | 1.77M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 263.24K | SH | $94.07M 2.44% | 0.00 | 263.24K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 101.97K | SH | $70.03M 1.82% | 0.00 | 101.97K | 0.00 |
KLA CORPDFND | COM NEW | 182.28K | SH | $55.00M 1.43% | 0.00 | 182.28K | 0.00 |
BROADCOM INCDFND | COM | 135.58K | SH | $51.22M 1.33% | 0.00 | 135.58K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 89.75K | SH | $44.91M 1.16% | 0.00 | 89.75K | 0.00 |
META PLATFORMS INCDFND | CL A | 77.05K | SH | $43.40M 1.13% | 0.00 | 77.05K | 0.00 |
APPLIED MATLS INCDFND | COM | 57.71K | SH | $41.73M 1.08% | 0.00 | 57.71K | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 40.02K | SH | $37.44M 0.97% | 0.00 | 40.02K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 112.38K | SH | $36.78M 0.95% | 0.00 | 112.38K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 104.10K | SH | $36.78M 0.95% | 0.00 | 104.10K | 0.00 |
CATERPILLAR INCDFND | COM | 30.91K | SH | $32.92M 0.85% | 0.00 | 30.91K | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 44.69K | SH | $32.91M 0.85% | 0.00 | 44.69K | 0.00 |
ELI LILLY & CODFND | COM | 27.41K | SH | $32.87M 0.85% | 0.00 | 27.41K | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 80.74K | SH | $29.88M 0.77% | 0.00 | 80.74K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 50.10K | SH | $29.10M 0.75% | 0.00 | 50.10K | 0.00 |