YAKIMA, WA
Allocation by class
Portfolio Concentration
Top 3 weight
27.7%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 8.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P MCP ETF | 1.13M | SH | $76.43M 13.23% | 0.00 | 0.00 | 1.13M |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 415.04K | SH | $41.78M 7.23% | 0.00 | 0.00 | 415.04K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.50M | SH | $41.78M 7.23% | 0.00 | 0.00 | 1.50M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1M | SH | $38.88M 6.73% | 0.00 | 0.00 | 1M |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 717.24K | SH | $35.83M 6.20% | 0.00 | 0.00 | 717.24K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 461.12K | SH | $34.63M 5.99% | 0.00 | 0.00 | 461.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 93.28K | SH | $29.93M 5.18% | 0.00 | 0.00 | 93.28K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 380.82K | SH | $29.47M 5.10% | 0.00 | 0.00 | 380.82K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 328.49K | SH | $25.33M 4.38% | 0.00 | 0.00 | 328.49K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 306.89K | SH | $24.33M 4.21% | 0.00 | 0.00 | 306.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 46.25K | SH | $20.20M 3.50% | 0.00 | 0.00 | 46.25K |
ISHARES GOLD TRSOLE | ISHARES NEW | 212.54K | SH | $18.74M 3.24% | 0.00 | 0.00 | 212.54K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 505.93K | SH | $17.48M 3.02% | 0.00 | 0.00 | 505.93K |
ISHARES TRSOLE | MSCI USA MIN VOL | 169.82K | SH | $15.75M 2.73% | 0.00 | 0.00 | 169.82K |
ISHARES TRSOLE | NATIONAL MUN ETF | 112.38K | SH | $11.93M 2.06% | 0.00 | 0.00 | 112.38K |
ISHARES TRSOLE | CORE UNIVRSL USD | 151.16K | SH | $6.98M 1.21% | 0.00 | 0.00 | 151.16K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 120.50K | SH | $6.01M 1.04% | 0.00 | 0.00 | 120.50K |
MICROSOFT CORPSOLE | COM | 14.37K | SH | $5.32M 0.92% | 0.00 | 0.00 | 14.37K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 37.40K | SH | $5.17M 0.90% | 0.00 | 0.00 | 37.40K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US B | 175.33K | SH | $4.77M 0.83% | 0.00 | 0.00 | 175.33K |
MICRON TECHNOLOGY INCSOLE | COM | 13.79K | SH | $4.66M 0.81% | 0.00 | 0.00 | 13.79K |
AMAZON COM INCSOLE | COM | 21.99K | SH | $4.58M 0.79% | 0.00 | 0.00 | 21.99K |
ISHARES TRSOLE | CORE MSCI TOTAL | 47.17K | SH | $4.09M 0.71% | 0.00 | 0.00 | 47.17K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 115.81K | SH | $3.86M 0.67% | 0.00 | 0.00 | 115.81K |
ISHARES TRSOLE | CORE S&P US VLU | 31.66K | SH | $3.24M 0.56% | 0.00 | 0.00 | 31.66K |