SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 4.60M
Full voting authority
4.45M
shares
Joint voting authority
0.00
shares
No voting authority
154.72K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED MKTS ETFSOLE | EQUITY - INTERNATIONAL - ETF | 730.01K | SH | $51.55M 8.24% | 730.01K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR MID-CAP ETFSOLE | EQUITY - MIDCAP - ETF | 570.61K | SH | $44.75M 7.15% | 560.95K | 0.00 | 9.66K |
MICROSOFT CORPSOLE | COMMON STOCK | 71.94K | SH | $36.90M 5.90% | 70.41K | 0.00 | 1.54K |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | EQUITY - INTERNATIONAL - ETF | 408.90K | SH | $36.85M 5.89% | 408.90K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 102.42K | SH | $34.11M 5.45% | 99.23K | 0.00 | 3.19K |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | EQUITY - LARGE CAP - ETF | 213.10K | SH | $27.47M 4.39% | 213.10K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR VALUE ETFSOLE | EQUITY - ETF | 108.03K | SH | $23.34M 3.73% | 108.03K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COMMON STOCK | 61.95K | SH | $21.31M 3.41% | 60.55K | 0.00 | 1.40K |
NVIDIA CORPORATIONSOLE | COMMON STOCK | 74.98K | SH | $17.12M 2.74% | 71.34K | 0.00 | 3.64K |
ISHARES S&P 500 GROWTH ETFSOLE | EQUITY - LARGE CAP - ETF | 112.18K | SH | $15.96M 2.55% | 112.18K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | EQUITY SECTOR - ETF | 24.57K | SH | $14.97M 2.39% | 24.08K | 0.00 | 495.00 |
ISHARES U.S. TECHNOLOGY ETFSOLE | EQUITY SECTOR - ETF | 56.02K | SH | $14.84M 2.37% | 52.55K | 0.00 | 3.47K |
AMAZON.COM INCSOLE | COMMON STOCK | 55.22K | SH | $13.76M 2.20% | 51.26K | 0.00 | 3.97K |
BROADCOM INCSOLE | COMMON STOCK | 34.96K | SH | $12.28M 1.96% | 34.66K | 0.00 | 302.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | EQUITY - LCAP INCOME - ETF | 190.47K | SH | $10.71M 1.71% | 188.78K | 0.00 | 1.69K |
EATON CORP PLCSOLE | FOREIGN EQUITIES | 24.69K | SH | $10.61M 1.70% | 23.41K | 0.00 | 1.28K |
VISA INCSOLE | COMMON STOCK | 28.91K | SH | $10.39M 1.66% | 27.76K | 0.00 | 1.15K |
VANGUARD MORNINGSTAR MID-CAP ETFDFND | EQUITY - MIDCAP - ETF | 123.56K | SH | $9.69M 1.55% | 123.56K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COMMON STOCK | 8.07K | SH | $9.34M 1.49% | 7.43K | 0.00 | 649.00 |
CHEVRON CORPSOLE | COMMON STOCK | 42.95K | SH | $8.77M 1.40% | 42.95K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COMMON STOCK | 10.75K | SH | $7.79M 1.25% | 10.32K | 0.00 | 421.00 |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 22.21K | SH | $7.35M 1.17% | 20.94K | 0.00 | 1.27K |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 60.68K | SH | $6.53M 1.04% | 58.68K | 0.00 | 2K |
CHUBB LIMITEDSOLE | COMMON STOCK | 18.62K | SH | $6.06M 0.97% | 17.79K | 0.00 | 834.00 |
BLACKROCK INCSOLE | COMMON STOCK | 5.68K | SH | $6.01M 0.96% | 5.41K | 0.00 | 276.00 |