SAMMAMISH, WA
Allocation by class
Portfolio Concentration
Top 3 weight
30.8%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Full voting authority
3.59M
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 |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI EAFE ETFSOLE | Exchange Traded Fund | 423.21K | SH | $40.5K 12.81% | 423.21K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ESG ETFSOLE | Exchange Traded Fund | 518.57K | SH | $32.7K 10.35% | 518.57K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common Stock | 137.99K | SH | $24.1K 7.62% | 137.99K | 0.00 | 0.00 |
ISHARES ESG AWARE US AGGREGATE BOND ETFSOLE | Exchange Traded Fund | 460.74K | SH | $21.9K 6.93% | 460.74K | 0.00 | 0.00 |
VANGUARD ESG U.S. STOCK ETFSOLE | Exchange Traded Fund | 185.26K | SH | $20.8K 6.58% | 185.26K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 65.21K | SH | $16.6K 5.24% | 65.21K | 0.00 | 0.00 |
VANGUARD CORE BOND ETFSOLE | Exchange Traded Fund | 172.75K | SH | $13.4K 4.23% | 172.75K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common Stock | 30.73K | SH | $11.4K 3.60% | 30.73K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY GARP ETFSOLE | Exchange Traded Fund | 151.14K | SH | $9.7K 3.06% | 151.14K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | Exchange Traded Fund | 166.27K | SH | $9.4K 2.98% | 166.27K | 0.00 | 0.00 |
FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDSOLE | Exchange Traded Fund | 186.68K | SH | $7.5K 2.37% | 186.68K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Exchange Traded Fund | 8.93K | SH | $5.8K 1.85% | 8.93K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | Exchange Traded Fund | 8.90K | SH | $5.1K 1.63% | 8.90K | 0.00 | 0.00 |
FLEXSHARES STOXX US ESG SELECT INDEX FUNDSOLE | Exchange Traded Fund | 33.18K | SH | $5.0K 1.59% | 33.18K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | Exchange Traded Fund | 34.69K | SH | $4.6K 1.45% | 34.69K | 0.00 | 0.00 |
ISHARES U.S. TREASURY BOND ETFSOLE | Exchange Traded Fund | 182.75K | SH | $4.2K 1.32% | 182.75K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | Exchange Traded Fund | 40.77K | SH | $3.5K 1.12% | 40.77K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | Exchange Traded Fund | 5.25K | SH | $3.1K 0.99% | 5.25K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 4.68K | SH | $3.1K 0.97% | 4.68K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Common Stock | 2.99K | SH | $3.0K 0.94% | 2.99K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | Exchange Traded Fund | 6.91K | SH | $3.0K 0.94% | 6.91K | 0.00 | 0.00 |
NORFOLK SOUTHN CORP COMSOLE | Common Stock | 9.59K | SH | $2.8K 0.87% | 9.59K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | Exchange Traded Fund | 36.69K | SH | $2.6K 0.83% | 36.69K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | Exchange Traded Fund | 31.11K | SH | $2.4K 0.76% | 31.11K | 0.00 | 0.00 |
NUVEEN ESG U.S. AGGREGATE BOND ETFSOLE | Exchange Traded Fund | 92.36K | SH | $2.1K 0.65% | 92.36K | 0.00 | 0.00 |