BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 52.51K | SH | $19.44M 5.78% | 0.00 | 0.00 | 52.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 42.10K | SH | $18.39M 5.47% | 0.00 | 0.00 | 42.10K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 21.18K | SH | $14.77M 4.39% | 0.00 | 0.00 | 21.18K |
APPLE INCSOLE | COM | 55.72K | SH | $14.14M 4.21% | 0.00 | 0.00 | 55.72K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 521.67K | SH | $12.91M 3.84% | 0.00 | 0.00 | 521.67K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 42.56K | SH | $12.72M 3.78% | 0.00 | 0.00 | 42.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 64.57K | SH | $12.67M 3.77% | 0.00 | 0.00 | 64.57K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 402.76K | SH | $11.73M 3.49% | 0.00 | 0.00 | 402.76K |
AMAZON COM INCSOLE | COM | 56.01K | SH | $11.66M 3.47% | 0.00 | 0.00 | 56.01K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 221.04K | SH | $11.00M 3.27% | 0.00 | 0.00 | 221.04K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.23K | SH | $10.28M 3.06% | 0.00 | 0.00 | 39.23K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 9.80K | SH | $9.77M 2.91% | 0.00 | 0.00 | 9.80K |
ALPHABET INCSOLE | CAP STK CL A | 33.42K | SH | $9.61M 2.86% | 0.00 | 0.00 | 33.42K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.44K | SH | $7.14M 2.12% | 0.00 | 0.00 | 8.44K |
NVIDIA CORPORATIONSOLE | COM | 38.96K | SH | $6.79M 2.02% | 0.00 | 0.00 | 38.96K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 31.19K | SH | $6.78M 2.02% | 0.00 | 0.00 | 31.19K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 76.81K | SH | $5.93M 1.76% | 0.00 | 0.00 | 76.81K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 18.57K | SH | $5.61M 1.67% | 0.00 | 0.00 | 18.57K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 81.12K | SH | $5.58M 1.66% | 0.00 | 0.00 | 81.12K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 177.65K | SH | $5.42M 1.61% | 0.00 | 0.00 | 177.65K |
APPLOVIN CORPSOLE | COM CL A | 12.63K | SH | $5.03M 1.49% | 0.00 | 0.00 | 12.63K |
VERTIV HOLDINGS COSOLE | COM CL A | 19.88K | SH | $4.98M 1.48% | 0.00 | 0.00 | 19.88K |
JPMORGAN CHASE & COSOLE | COM | 16.12K | SH | $4.74M 1.41% | 0.00 | 0.00 | 16.12K |
ECOLAB INCSOLE | COM | 17.56K | SH | $4.67M 1.39% | 0.00 | 0.00 | 17.56K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 97.08K | SH | $4.56M 1.36% | 0.00 | 0.00 | 97.08K |