SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
68.7%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Russell 1000 ETFSOLE | Exchange-Traded Fund | 152.75K | SH | $49.2K 30.15% | 0.00 | 0.00 | 152.75K |
iShares Core S&P Mid-Cap ETFSOLE | Exchange-Traded Fund | 764.31K | SH | $47.6K 29.18% | 0.00 | 0.00 | 764.31K |
iShares National Muni Bond ETFSOLE | Exchange-Traded Fund | 143.17K | SH | $15.3K 9.35% | 0.00 | 0.00 | 143.17K |
iShares Core US Aggregate Bond ETFSOLE | Exchange-Traded Fund | 133.86K | SH | $13.0K 7.95% | 0.00 | 0.00 | 133.86K |
Microsoft CorpSOLE | Stock | 16.04K | SH | $6.8K 4.14% | 0.00 | 0.00 | 16.04K |
Starbucks CorpSOLE | Stock | 43.02K | SH | $3.9K 2.41% | 0.00 | 0.00 | 43.02K |
Vanguard Small-Cap ETFSOLE | Exchange-Traded Fund | 14.54K | SH | $3.5K 2.14% | 0.00 | 0.00 | 14.54K |
Apple IncSOLE | Stock | 10.41K | SH | $2.6K 1.60% | 0.00 | 0.00 | 10.41K |
Vanguard Total Stock Market ETFSOLE | Exchange-Traded Fund | 8.31K | SH | $2.4K 1.48% | 0.00 | 0.00 | 8.31K |
Vanguard Dividend Appreciation ETFSOLE | Exchange-Traded Fund | 9.76K | SH | $1.9K 1.17% | 0.00 | 0.00 | 9.76K |
Costco Wholesale CorpSOLE | Stock | 1.53K | SH | $1.4K 0.86% | 0.00 | 0.00 | 1.53K |
iShares Core S&P 500 ETFSOLE | Exchange-Traded Fund | 2.21K | SH | $1.3K 0.80% | 0.00 | 0.00 | 2.21K |
Tesla IncSOLE | Stock | 2.72K | SH | $1.1K 0.67% | 0.00 | 0.00 | 2.72K |
Amazon.com IncSOLE | Stock | 4.95K | SH | $1.1K 0.67% | 0.00 | 0.00 | 4.95K |
Berkshire Hathaway Inc Class BSOLE | Stock | 1.66K | SH | $751.00 0.46% | 0.00 | 0.00 | 1.66K |
Berkshire Hathaway Inc Class ASOLE | Stock | 1.00 | SH | $680.00 0.42% | 0.00 | 0.00 | 1.00 |
Thermo Fisher Scientific IncSOLE | Stock | 1.01K | SH | $528.00 0.32% | 0.00 | 0.00 | 1.01K |
Schwab US Dividend Equity ETFSOLE | Exchange-Traded Fund | 18.45K | SH | $504.00 0.31% | 0.00 | 0.00 | 18.45K |
Walmart IncSOLE | Stock | 5.50K | SH | $498.00 0.31% | 0.00 | 0.00 | 5.50K |
Lockheed Martin CorpSOLE | Stock | 1.01K | SH | $491.00 0.30% | 0.00 | 0.00 | 1.01K |
iShares Russell Mid-Cap ETFSOLE | Exchange-Traded Fund | 5.27K | SH | $465.00 0.28% | 0.00 | 0.00 | 5.27K |
The Home Depot IncSOLE | Stock | 1K | SH | $389.00 0.24% | 0.00 | 0.00 | 1K |
iShares MSCI EAFE ETFSOLE | Exchange-Traded Fund | 4.47K | SH | $338.00 0.21% | 0.00 | 0.00 | 4.47K |
JPMorgan Chase & CoSOLE | Stock | 1.24K | SH | $296.00 0.18% | 0.00 | 0.00 | 1.24K |
Chubb LtdSOLE | Stock | 1K | SH | $276.00 0.17% | 0.00 | 0.00 | 1K |