VANCOUVER, WA
Allocation by class
Portfolio Concentration
Top 3 weight
45.5%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 820K
Full voting authority
820K
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 |
|---|---|---|---|---|---|---|---|
Fidelity Municipal Bond Index ETFSOLE | Com | 351.46K | SH | $17.44M 21.48% | 351.46K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 157.22K | SH | $14.23M 17.53% | 157.22K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 17.65K | SH | $5.27M 6.50% | 17.65K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Com | 48.35K | SH | $3.10M 3.82% | 48.35K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 25.82K | SH | $2.56M 3.16% | 25.82K | 0.00 | 0.00 |
Kla-Tencor Corp ComSOLE | Com | 1.49K | SH | $2.19M 2.70% | 1.49K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 4.69K | SH | $1.74M 2.14% | 4.69K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 2.74K | SH | $1.64M 2.02% | 2.74K | 0.00 | 0.00 |
Seagate Technology Hldngs PLC ADRSOLE | Com | 3.83K | SH | $1.50M 1.85% | 3.83K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 4.60K | SH | $1.48M 1.82% | 4.60K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 4.39K | SH | $1.36M 1.67% | 4.39K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 3.94K | SH | $1.16M 1.43% | 3.94K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 2K | SH | $1.12M 1.39% | 2K | 0.00 | 0.00 |
Vanguard Mid Cap Index Fund ETFSOLE | Com | 3.91K | SH | $1.12M 1.38% | 3.91K | 0.00 | 0.00 |
Vanguard Small Cap Index Fund ETFSOLE | Com | 3.95K | SH | $1.03M 1.27% | 3.95K | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | Com | 2.05K | SH | $984.3K 1.21% | 2.05K | 0.00 | 0.00 |
Apple IncSOLE | Com | 3.62K | SH | $919.5K 1.13% | 3.62K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | Com | 803.00 | SH | $800.1K 0.99% | 803.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 2.92K | SH | $715.0K 0.88% | 2.92K | 0.00 | 0.00 |
Lowe's Companies IncSOLE | Com | 3.02K | SH | $714.7K 0.88% | 3.02K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 3.19K | SH | $694.4K 0.86% | 3.19K | 0.00 | 0.00 |
Blackrock Inc.SOLE | Com | 585.00 | SH | $562.6K 0.69% | 585.00 | 0.00 | 0.00 |
Vanguard Total Int'l Stock ETFSOLE | Com | 7.24K | SH | $558.2K 0.69% | 7.24K | 0.00 | 0.00 |
Illinois Tool Works IncSOLE | Com | 2.12K | SH | $550.5K 0.68% | 2.12K | 0.00 | 0.00 |
iShares Tr Core MSCI IntlDFND | Com | 6K | SH | $501.4K 0.62% | 6K | 0.00 | 0.00 |