BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
29.9%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Full voting authority
3.15M
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 |
|---|---|---|---|---|---|---|---|
PACCAR INCSOLE | COM | 358.76K | SH | $41.44M 18.28% | 358.76K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 136K | SH | $13.32M 5.87% | 136K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 232.03K | SH | $13.13M 5.79% | 232.03K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 137.10K | SH | $12.97M 5.72% | 137.10K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 133.82K | SH | $12.93M 5.70% | 133.82K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 166.40K | SH | $7.60M 3.35% | 166.40K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 142.73K | SH | $6.70M 2.95% | 142.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.78K | SH | $4.13M 1.82% | 15.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.68K | SH | $3.86M 1.70% | 6.68K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.20K | SH | $2.94M 1.30% | 3.20K | 0.00 | 0.00 |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 39.35K | SH | $2.86M 1.26% | 39.35K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 56.56K | SH | $2.84M 1.25% | 56.56K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 51.27K | SH | $2.83M 1.25% | 51.27K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 20.27K | SH | $2.83M 1.25% | 20.27K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 12.92K | SH | $2.81M 1.24% | 12.92K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 22.84K | SH | $2.75M 1.21% | 22.84K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 44.50K | SH | $2.70M 1.19% | 44.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.39K | SH | $2.63M 1.16% | 4.39K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 16.90K | SH | $2.62M 1.16% | 16.90K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 4.34K | SH | $2.62M 1.16% | 4.34K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 93.22K | SH | $2.62M 1.15% | 93.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.38K | SH | $2.59M 1.14% | 8.38K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 16.80K | SH | $2.57M 1.13% | 16.80K | 0.00 | 0.00 |
BEST BUY INCSOLE | COM | 39.40K | SH | $2.53M 1.12% | 39.40K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 26.03K | SH | $2.51M 1.11% | 26.03K | 0.00 | 0.00 |