SPOKANE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
59.9%
Top 10 weight
90.7%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 855.07K | SH | $67.78M 24.35% | 0.00 | 0.00 | 855.07K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 131.79K | SH | $57.56M 20.68% | 0.00 | 0.00 | 131.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 539.44K | SH | $41.29M 14.83% | 0.00 | 0.00 | 539.44K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 369.04K | SH | $28.56M 10.26% | 0.00 | 0.00 | 369.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 795.84K | SH | $28.28M 10.16% | 0.00 | 0.00 | 795.84K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 312.80K | SH | $10.76M 3.87% | 0.00 | 0.00 | 312.80K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 153.19K | SH | $6.52M 2.34% | 0.00 | 0.00 | 153.19K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 100.28K | SH | $6.26M 2.25% | 0.00 | 0.00 | 100.28K |
ISHARES TRSOLE | CORE US AGGBD ET | 32.46K | SH | $3.22M 1.16% | 0.00 | 0.00 | 32.46K |
APPLE INCSOLE | COM | 9.07K | SH | $2.30M 0.83% | 0.00 | 0.00 | 9.07K |
MICROSOFT CORPSOLE | COM | 5.46K | SH | $2.02M 0.72% | 0.00 | 0.00 | 5.46K |
ELI LILLY & COSOLE | COM | 2.18K | SH | $2.01M 0.72% | 0.00 | 0.00 | 2.18K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.91K | SH | $1.91M 0.68% | 0.00 | 0.00 | 1.91K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 19.92K | SH | $1.47M 0.53% | 0.00 | 0.00 | 19.92K |
AMAZON COM INCSOLE | COM | 6.66K | SH | $1.38M 0.50% | 0.00 | 0.00 | 6.66K |
ALPHABET INCSOLE | CAP STK CL A | 3.60K | SH | $1.04M 0.37% | 0.00 | 0.00 | 3.60K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 22.29K | SH | $961.5K 0.35% | 0.00 | 0.00 | 22.29K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 11.94K | SH | $904.3K 0.32% | 0.00 | 0.00 | 11.94K |
ALPHABET INCSOLE | CAP STK CL C | 2.88K | SH | $825.0K 0.30% | 0.00 | 0.00 | 2.88K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 6.12K | SH | $765.5K 0.27% | 0.00 | 0.00 | 6.12K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 8.61K | SH | $664.0K 0.24% | 0.00 | 0.00 | 8.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.37K | SH | $656.5K 0.24% | 0.00 | 0.00 | 1.37K |
NVIDIA CORPORATIONSOLE | COM | 3.76K | SH | $655.7K 0.24% | 0.00 | 0.00 | 3.76K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.75K | SH | $646.0K 0.23% | 0.00 | 0.00 | 5.75K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 12.71K | SH | $580.4K 0.21% | 0.00 | 0.00 | 12.71K |