SPOKANE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
59.2%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 825.95K | SH | $71.15M 22.06% | 0.00 | 0.00 | 825.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 866.22K | SH | $68.46M 21.22% | 0.00 | 0.00 | 866.22K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 584.92K | SH | $51.40M 15.94% | 0.00 | 0.00 | 584.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 850.17K | SH | $31.68M 9.82% | 0.00 | 0.00 | 850.17K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 387.78K | SH | $29.95M 9.29% | 0.00 | 0.00 | 387.78K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 421.91K | SH | $16.02M 4.97% | 0.00 | 0.00 | 421.91K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 189.27K | SH | $9.33M 2.89% | 0.00 | 0.00 | 189.27K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 120.43K | SH | $8.42M 2.61% | 0.00 | 0.00 | 120.43K |
ISHARES TRSOLE | CORE US AGGBD ET | 32.64K | SH | $3.23M 1.00% | 0.00 | 0.00 | 32.64K |
ELI LILLY & COSOLE | COM | 2.19K | SH | $2.62M 0.81% | 0.00 | 0.00 | 2.19K |
APPLE INCSOLE | COM | 9.06K | SH | $2.62M 0.81% | 0.00 | 0.00 | 9.06K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 23.28K | SH | $1.92M 0.60% | 0.00 | 0.00 | 23.28K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.91K | SH | $1.78M 0.55% | 0.00 | 0.00 | 1.91K |
MICROSOFT CORPSOLE | COM | 4.70K | SH | $1.75M 0.54% | 0.00 | 0.00 | 4.70K |
AMAZON COM INCSOLE | COM | 7.16K | SH | $1.71M 0.53% | 0.00 | 0.00 | 7.16K |
ALPHABET INCSOLE | CAP STK CL A | 3.89K | SH | $1.39M 0.43% | 0.00 | 0.00 | 3.89K |
ALPHABET INCSOLE | CAP STK CL C | 3.18K | SH | $1.12M 0.35% | 0.00 | 0.00 | 3.18K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 14.47K | SH | $1.06M 0.33% | 0.00 | 0.00 | 14.47K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 22.41K | SH | $1.02M 0.32% | 0.00 | 0.00 | 22.41K |
NVIDIA CORPORATIONSOLE | COM | 4.41K | SH | $881.4K 0.27% | 0.00 | 0.00 | 4.41K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 10.21K | SH | $782.4K 0.24% | 0.00 | 0.00 | 10.21K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.82K | SH | $769.3K 0.24% | 0.00 | 0.00 | 5.82K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 7.81K | SH | $667.4K 0.21% | 0.00 | 0.00 | 7.81K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 12.69K | SH | $639.6K 0.20% | 0.00 | 0.00 | 12.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.25K | SH | $623.5K 0.19% | 0.00 | 0.00 | 1.25K |