SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
55.4%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | COM | 127.55K | SH | $10.90M 7.77% | 0.00 | 0.00 | 127.55K |
VANGUARD GROWTH ETFSOLE | COM | 122.05K | SH | $10.51M 7.49% | 0.00 | 0.00 | 122.05K |
STATE STREET SPDR S&P 500 ETFSOLE | COM | 13.07K | SH | $9.76M 6.95% | 0.00 | 0.00 | 13.07K |
STATE STREET UTILITIES SELECT SECTOR SPDR ETFSOLE | COM | 176.01K | SH | $7.98M 5.69% | 0.00 | 0.00 | 176.01K |
APPLE INC COMSOLE | COM | 25.95K | SH | $7.51M 5.35% | 0.00 | 0.00 | 25.95K |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTSOLE | COM | 10.64K | SH | $7.49M 5.33% | 0.00 | 0.00 | 10.64K |
MICROSOFT CORP COMSOLE | COM | 19.40K | SH | $7.24M 5.16% | 0.00 | 0.00 | 19.40K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 11.92K | SH | $5.96M 4.25% | 0.00 | 0.00 | 11.92K |
ISHARES CORE S&P SMALL CAP ETFSOLE | COM | 38.70K | SH | $5.74M 4.09% | 0.00 | 0.00 | 38.70K |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFSOLE | COM | 56.15K | SH | $4.66M 3.32% | 0.00 | 0.00 | 56.15K |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFSOLE | COM | 25.03K | SH | $4.64M 3.30% | 0.00 | 0.00 | 25.03K |
ALERIAN MLP ETFSOLE | COM | 79.71K | SH | $4.13M 2.94% | 0.00 | 0.00 | 79.71K |
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFSOLE | COM | 69.22K | SH | $3.71M 2.64% | 0.00 | 0.00 | 69.22K |
INVESCO QQQ TRUST SERIES ISOLE | COM | 4.99K | SH | $3.67M 2.62% | 0.00 | 0.00 | 4.99K |
ARK INNOVATION ETFSOLE | COM | 43.54K | SH | $3.52M 2.51% | 0.00 | 0.00 | 43.54K |
PACER US CASH COWS 100 ETFSOLE | COM | 55.76K | SH | $3.47M 2.47% | 0.00 | 0.00 | 55.76K |
AMAZON COM INC COMSOLE | COM | 12.11K | SH | $2.89M 2.06% | 0.00 | 0.00 | 12.11K |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | COM | 5.43K | SH | $2.84M 2.02% | 0.00 | 0.00 | 5.43K |
VANGUARD S&P 500 ETFSOLE | COM | 3.61K | SH | $2.48M 1.76% | 0.00 | 0.00 | 3.61K |
SCHWAB U.S. MID-CAP ETFSOLE | COM | 65.08K | SH | $2.40M 1.71% | 0.00 | 0.00 | 65.08K |
SCHWAB U.S. SMALL-CAP ETFSOLE | COM | 65.08K | SH | $2.35M 1.68% | 0.00 | 0.00 | 65.08K |
ISHARES U.S. CONSUMER STAPLES ETFSOLE | COM | 31.85K | SH | $2.31M 1.65% | 0.00 | 0.00 | 31.85K |
BLACKSTONE INC COMSOLE | COM | 16.24K | SH | $1.91M 1.36% | 0.00 | 0.00 | 16.24K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | COM | 7.89K | SH | $1.87M 1.33% | 0.00 | 0.00 | 7.89K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | COM | 6.74K | SH | $1.43M 1.02% | 0.00 | 0.00 | 6.74K |