SILVERDALE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
46.9%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 3.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 799.37K | SH | $51.09M 20.41% | 0.00 | 0.00 | 799.37K |
DIMENSIONAL ETF TRUSTOTR | US CORE EQUITY 2 | 969.77K | SH | $37.53M 15.00% | 0.00 | 0.00 | 969.77K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 65.84K | SH | $28.70M 11.47% | 0.00 | 0.00 | 65.84K |
VANGUARD INDEX FDSOTR | VALUE ETF | 134.31K | SH | $26.29M 10.51% | 0.00 | 0.00 | 134.31K |
VANGUARD CHARLOTTE FDSOTR | TOTAL INT BD ETF | 385.01K | SH | $18.44M 7.37% | 0.00 | 0.00 | 385.01K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 324.18K | SH | $17.47M 6.98% | 0.00 | 0.00 | 324.18K |
VANGUARD BD INDEX FDSOTR | SHORT TRM BOND | 152.23K | SH | $11.91M 4.76% | 0.00 | 0.00 | 152.23K |
VANGUARD BD INDEX FDSOTR | INTERMED TERM | 99.09K | SH | $7.63M 3.05% | 0.00 | 0.00 | 99.09K |
DIMENSIONAL ETF TRUSTOTR | CORE FIXED INCOM | 174.58K | SH | $7.36M 2.94% | 0.00 | 0.00 | 174.58K |
VANGUARD BD INDEX FDSOTR | LONG TERM BOND | 105.66K | SH | $7.25M 2.90% | 0.00 | 0.00 | 105.66K |
DIMENSIONAL ETF TRUSTOTR | SHORT DURATION F | 148.75K | SH | $7.10M 2.84% | 0.00 | 0.00 | 148.75K |
DIMENSIONAL ETF TRUSTOTR | US SMALL CAP ETF | 93.20K | SH | $6.61M 2.64% | 0.00 | 0.00 | 93.20K |
VANGUARD SCOTTSDALE FDSOTR | MTG-BKD SECS ETF | 131.69K | SH | $6.17M 2.47% | 0.00 | 0.00 | 131.69K |
VANGUARD INDEX FDSOTR | SMALL CP ETF | 11.01K | SH | $2.88M 1.15% | 0.00 | 0.00 | 11.01K |
APPLE INCOTR | COM | 5.58K | SH | $1.42M 0.57% | 0.00 | 0.00 | 5.58K |
MICROSOFT CORPOTR | COM | 3.13K | SH | $1.16M 0.46% | 0.00 | 0.00 | 3.13K |
ISHARES TROTR | RUSSELL 2000 ETF | 4.42K | SH | $1.10M 0.44% | 0.00 | 0.00 | 4.42K |
AMAZON COM INCOTR | COM | 4.74K | SH | $987.8K 0.39% | 0.00 | 0.00 | 4.74K |
ISHARES TROTR | 3 7 YR TREAS BD | 7.65K | SH | $906.9K 0.36% | 0.00 | 0.00 | 7.65K |
ISHARES TROTR | RUS 1000 GRW ETF | 1.92K | SH | $817.4K 0.33% | 0.00 | 0.00 | 1.92K |
ISHARES TROTR | CORE S&P500 ETF | 1.04K | SH | $679.2K 0.27% | 0.00 | 0.00 | 1.04K |
VANGUARD INTL EQUITY INDEX FOTR | ALLWRLD EX US | 8.68K | SH | $651.7K 0.26% | 0.00 | 0.00 | 8.68K |
VANGUARD WHITEHALL FDSOTR | INTL DVD ETF | 6.62K | SH | $586.0K 0.23% | 0.00 | 0.00 | 6.62K |
NORTHROP GRUMMAN CORPOTR | COM | 827.00 | SH | $564.2K 0.23% | 0.00 | 0.00 | 827.00 |
PIMCO ETF TROTR | ENHAN SHRT MA AC | 4.84K | SH | $486.9K 0.19% | 0.00 | 0.00 | 4.84K |