VANCOUVER, WA
Allocation by class
Portfolio Concentration
Top 3 weight
58.6%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 7.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 1.67M | SH | $129.18M 20.32% | 0.00 | 0.00 | 1.67M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.45M | SH | $125.11M 19.68% | 0.00 | 0.00 | 1.45M |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 747.55K | SH | $118.14M 18.58% | 0.00 | 0.00 | 747.55K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 996.46K | SH | $77.63M 12.21% | 0.00 | 0.00 | 996.46K |
ISHARES TRSOLE | CORE MSCI EAFE | 254.77K | SH | $24.61M 3.87% | 0.00 | 0.00 | 254.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 74.74K | SH | $17.69M 2.78% | 0.00 | 0.00 | 74.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 468K | SH | $16.29M 2.56% | 0.00 | 0.00 | 468K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 448.04K | SH | $15.16M 2.39% | 0.00 | 0.00 | 448.04K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 162.69K | SH | $11.59M 1.82% | 0.00 | 0.00 | 162.69K |
ISHARES TRSOLE | NATIONAL MUN ETF | 104.63K | SH | $11.26M 1.77% | 0.00 | 0.00 | 104.63K |
ISHARES INCSOLE | CORE MSCI EMKT | 127.68K | SH | $10.58M 1.66% | 0.00 | 0.00 | 127.68K |
AMAZON COM INCSOLE | COM | 33.51K | SH | $7.99M 1.26% | 0.00 | 0.00 | 33.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 33.39K | SH | $7.28M 1.14% | 0.00 | 0.00 | 33.39K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 108.32K | SH | $6.47M 1.02% | 0.00 | 0.00 | 108.32K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.19K | SH | $5.51M 0.87% | 0.00 | 0.00 | 18.19K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 12.43K | SH | $4.54M 0.71% | 0.00 | 0.00 | 12.43K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 18.11K | SH | $4.40M 0.69% | 0.00 | 0.00 | 18.11K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 81.48K | SH | $3.95M 0.62% | 0.00 | 0.00 | 81.48K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 18.35K | SH | $3.90M 0.61% | 0.00 | 0.00 | 18.35K |
ARCHER DANIELS MIDLAND COSOLE | COM | 39.52K | SH | $3.02M 0.47% | 0.00 | 0.00 | 39.52K |
DBX ETF TRSOLE | XTRACK USD HIGH | 72.93K | SH | $2.66M 0.42% | 0.00 | 0.00 | 72.93K |
SPDR SERIES TRUSTSOLE | ST PORT HIGH ETF | 97.47K | SH | $2.28M 0.36% | 0.00 | 0.00 | 97.47K |
ISHARES TRSOLE | JPMORGAN USD EMG | 23.37K | SH | $2.25M 0.35% | 0.00 | 0.00 | 23.37K |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 87.60K | SH | $2.24M 0.35% | 0.00 | 0.00 | 87.60K |
TESLA INCSOLE | COM | 4.85K | SH | $2.04M 0.32% | 0.00 | 0.00 | 4.85K |