SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 23.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
23.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.09M | SH | $237.37M 10.64% | 0.00 | 0.00 | 1.09M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.62M | SH | $226.00M 10.13% | 0.00 | 0.00 | 2.62M |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 430.88K | SH | $148.18M 6.64% | 0.00 | 0.00 | 430.88K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.81M | SH | $132.71M 5.95% | 0.00 | 0.00 | 1.81M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 257.16K | SH | $95.16M 4.26% | 0.00 | 0.00 | 257.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.05M | SH | $92.66M 4.15% | 0.00 | 0.00 | 1.05M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 621.51K | SH | $71.90M 3.22% | 0.00 | 0.00 | 621.51K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 640.02K | SH | $60.53M 2.71% | 0.00 | 0.00 | 640.02K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 1.16M | SH | $58.08M 2.60% | 0.00 | 0.00 | 1.16M |
MICROSOFT CORPSOLE | COM | 139.66K | SH | $52.10M 2.33% | 0.00 | 0.00 | 139.66K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 167.03K | SH | $50.63M 2.27% | 0.00 | 0.00 | 167.03K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 1.02M | SH | $47.79M 2.14% | 0.00 | 0.00 | 1.02M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 905.83K | SH | $45.82M 2.05% | 0.00 | 0.00 | 905.83K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.47M | SH | $39.01M 1.75% | 0.00 | 0.00 | 1.47M |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 384.73K | SH | $37.10M 1.66% | 0.00 | 0.00 | 384.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 52.06K | SH | $35.75M 1.60% | 0.00 | 0.00 | 52.06K |
ISHARES TRSOLE | NATIONAL MUN ETF | 330.13K | SH | $35.53M 1.59% | 0.00 | 0.00 | 330.13K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 486.10K | SH | $34.63M 1.55% | 0.00 | 0.00 | 486.10K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 994.56K | SH | $33.66M 1.51% | 0.00 | 0.00 | 994.56K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 535.02K | SH | $31.94M 1.43% | 0.00 | 0.00 | 535.02K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 234.93K | SH | $31.07M 1.39% | 0.00 | 0.00 | 234.93K |
APPLE INCSOLE | COM | 103K | SH | $29.80M 1.34% | 0.00 | 0.00 | 103K |
AMAZON COM INCSOLE | COM | 108.78K | SH | $25.93M 1.16% | 0.00 | 0.00 | 108.78K |
ISHARES TRSOLE | CORE S&P US VLU | 232.41K | SH | $25.60M 1.15% | 0.00 | 0.00 | 232.41K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 33.45K | SH | $24.63M 1.10% | 0.00 | 0.00 | 33.45K |