SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
38.6%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 84.64K | SH | $31.33M 20.91% | 0.00 | 0.00 | 84.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.18K | SH | $13.51M 9.01% | 0.00 | 0.00 | 28.18K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 12.99K | SH | $12.94M 8.64% | 0.00 | 0.00 | 12.99K |
NUCOR CORPSOLE | COM | 46.55K | SH | $7.87M 5.25% | 0.00 | 0.00 | 46.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.47K | SH | $5.61M 3.74% | 0.00 | 0.00 | 17.47K |
PROCTER & GAMBLE COSOLE | COM | 37.58K | SH | $5.43M 3.62% | 0.00 | 0.00 | 37.58K |
JOHNSON & JOHNSONSOLE | COM | 21.65K | SH | $5.29M 3.53% | 0.00 | 0.00 | 21.65K |
US BANCORPSOLE | COM NEW | 89.90K | SH | $4.68M 3.12% | 0.00 | 0.00 | 89.90K |
EXPEDITORS INTL WASH INCSOLE | COM | 30.76K | SH | $4.41M 2.94% | 0.00 | 0.00 | 30.76K |
WASTE MGMT INC DELSOLE | COM | 18.34K | SH | $4.21M 2.81% | 0.00 | 0.00 | 18.34K |
PACCAR INCSOLE | COM | 33.95K | SH | $3.92M 2.62% | 0.00 | 0.00 | 33.95K |
ABBVIE INCSOLE | COM | 15.68K | SH | $3.41M 2.28% | 0.00 | 0.00 | 15.68K |
3M COSOLE | COM | 22.14K | SH | $3.22M 2.15% | 0.00 | 0.00 | 22.14K |
GE AEROSPACESOLE | COM NEW | 11.19K | SH | $3.18M 2.12% | 0.00 | 0.00 | 11.19K |
EXXON MOBIL CORPSOLE | COM | 13.58K | SH | $2.30M 1.54% | 0.00 | 0.00 | 13.58K |
NVIDIA CORPORATIONSOLE | COM | 11.69K | SH | $2.04M 1.36% | 0.00 | 0.00 | 11.69K |
APPLE INCSOLE | COM | 7.94K | SH | $2.02M 1.35% | 0.00 | 0.00 | 7.94K |
KROGER COSOLE | COM | 27.66K | SH | $2.00M 1.34% | 0.00 | 0.00 | 27.66K |
AT&T INCSOLE | COM | 66.32K | SH | $1.92M 1.28% | 0.00 | 0.00 | 66.32K |
STARBUCKS CORPSOLE | COM | 21.05K | SH | $1.89M 1.26% | 0.00 | 0.00 | 21.05K |
GE VERNOVA INCSOLE | COM | 2.02K | SH | $1.77M 1.18% | 0.00 | 0.00 | 2.02K |
HOME DEPOT INCSOLE | COM | 4.38K | SH | $1.44M 0.96% | 0.00 | 0.00 | 4.38K |
DAVIS FUNDAMENTAL ETF TRSOLE | SELCT INTL ETF | 53.25K | SH | $1.43M 0.96% | 0.00 | 0.00 | 53.25K |
CATERPILLAR INCSOLE | COM | 1.80K | SH | $1.28M 0.85% | 0.00 | 0.00 | 1.80K |
MCDONALDS CORPSOLE | COM | 3.99K | SH | $1.24M 0.83% | 0.00 | 0.00 | 3.99K |