SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Full voting authority
1.55M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 375.70K | SH | $24.08M 16.31% | 375.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 23.49K | SH | $8.70M 5.89% | 23.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 20.32K | SH | $8.66M 5.87% | 20.32K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 119.63K | SH | $8.34M 5.65% | 119.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 36.56K | SH | $7.81M 5.29% | 36.56K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 147.05K | SH | $7.34M 4.97% | 147.05K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.29K | SH | $7.14M 4.84% | 34.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.52K | SH | $5.94M 4.02% | 18.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.80K | SH | $5.28M 3.58% | 20.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 23.42K | SH | $4.59M 3.11% | 23.42K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 45.91K | SH | $4.56M 3.09% | 45.91K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 90.10K | SH | $4.50M 3.05% | 90.10K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 79.04K | SH | $4.27M 2.89% | 79.04K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 39.08K | SH | $3.80M 2.57% | 39.08K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 10.40K | SH | $3.71M 2.51% | 10.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 10.34K | SH | $3.13M 2.12% | 10.34K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 28.15K | SH | $3.07M 2.08% | 28.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 16.20K | SH | $2.99M 2.02% | 16.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.37K | SH | $2.78M 1.89% | 6.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 102.46K | SH | $2.38M 1.61% | 102.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.27K | SH | $2.31M 1.57% | 13.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 36.41K | SH | $1.82M 1.23% | 36.41K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 7.25K | SH | $1.48M 1.00% | 7.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 57.45K | SH | $1.44M 0.98% | 57.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.97% | 2.00 | 0.00 | 0.00 |