SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 47.80M
Full voting authority
21.17M
shares
Joint voting authority
0.00
shares
No voting authority
26.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 728.60K | SH | $269.70M 5.88% | 379.45K | 0.00 | 349.15K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 789.04K | SH | $253.13M 5.52% | 789.04K | 0.00 | 0.00 |
APPLE INCOTR | COM | 928.30K | SH | $235.59M 5.14% | 211.73K | 0.00 | 716.57K |
NVIDIA CORPORATIONSOLE | COM | 1.08M | SH | $187.74M 4.10% | 77.15K | 0.00 | 999.29K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.89M | SH | $121.17M 2.64% | 1.89M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.49M | SH | $112.13M 2.45% | 1.49M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 152.00 | SH | $109.16M 2.38% | 152.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.87M | SH | $101.11M 2.21% | 1.87M | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 456.21K | SH | $95.02M 2.07% | 121.18K | 0.00 | 335.03K |
ALPHABET INCOTR | CAP STK CL A | 316.29K | SH | $90.95M 1.98% | 22.32K | 0.00 | 293.97K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 195.72K | SH | $58.49M 1.28% | 195.72K | 0.00 | 0.00 |
BROADCOM INCOTR | COM | 185.49K | SH | $57.41M 1.25% | 22.96K | 0.00 | 162.53K |
ALPHABET INCOTR | CAP STK CL C | 191.83K | SH | $55.03M 1.20% | 40.66K | 0.00 | 151.17K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 81.61K | SH | $53.22M 1.16% | 81.61K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 365.96K | SH | $50.62M 1.10% | 365.96K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 169.23K | SH | $49.78M 1.09% | 22.29K | 0.00 | 146.94K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 146.73K | SH | $49.73M 1.08% | 1.56K | 0.00 | 145.17K |
META PLATFORMS INCSOLE | CL A | 81.17K | SH | $46.44M 1.01% | 8.79K | 0.00 | 72.37K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 86.95K | SH | $41.67M 0.91% | 29.61K | 0.00 | 57.33K |
ISHARES TROTR | RUS 1000 ETF | 116.84K | SH | $41.66M 0.91% | 116.84K | 0.00 | 0.00 |
ISHARES TRSOLE | GLB INFRASTR ETF | 577.65K | SH | $38.70M 0.84% | 577.65K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 103.51K | SH | $38.48M 0.84% | 17.99K | 0.00 | 85.53K |
ELI LILLY & COSOLE | COM | 39.22K | SH | $36.07M 0.79% | 4.01K | 0.00 | 35.21K |
ISHARES TRSOLE | MSCI EAFE ETF | 327.29K | SH | $31.79M 0.69% | 327.29K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 275.90K | SH | $31.21M 0.68% | 275.90K | 0.00 | 0.00 |