BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
34.9%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
773.62K
shares
Joint voting authority
0.00
shares
No voting authority
1.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 44.86K | SH | $26.81M 16.81% | 198.00 | 0.00 | 44.66K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 291.95K | SH | $18.71M 11.73% | 1.12K | 0.00 | 290.83K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 90.92K | SH | $10.21M 6.40% | 302.00 | 0.00 | 90.62K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 71.45K | SH | $7.89M 4.95% | 71.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 204.20K | SH | $7.51M 4.71% | 204.20K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 87.13K | SH | $6.25M 3.92% | 1.08K | 0.00 | 86.05K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 26.07K | SH | $5.37M 3.36% | 0.00 | 0.00 | 26.07K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 115.97K | SH | $5.23M 3.28% | 115.97K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 102.40K | SH | $5.11M 3.20% | 0.00 | 0.00 | 102.40K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 92.38K | SH | $4.99M 3.13% | 695.00 | 0.00 | 91.69K |
APPLE INCSOLE | COM | 16.78K | SH | $4.26M 2.67% | 8.31K | 0.00 | 8.47K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 38.24K | SH | $4.07M 2.55% | 0.00 | 0.00 | 38.24K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 40.23K | SH | $4.07M 2.55% | 0.00 | 0.00 | 40.23K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 100.80K | SH | $3.25M 2.04% | 100.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.59K | SH | $3.18M 1.99% | 1.67K | 0.00 | 6.92K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 89.94K | SH | $3.05M 1.91% | 89.90K | 0.00 | 43.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 29.01K | SH | $2.90M 1.82% | 29.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 71.26K | SH | $2.78M 1.74% | 71.26K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG SELECT SCRE | 42.27K | SH | $1.92M 1.20% | 0.00 | 0.00 | 42.27K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.98K | SH | $1.83M 1.15% | 0.00 | 0.00 | 6.98K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.72K | SH | $1.72M 1.08% | 0.00 | 0.00 | 1.72K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 58.81K | SH | $1.51M 0.94% | 0.00 | 0.00 | 58.81K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 35K | SH | $1.34M 0.84% | 933.00 | 0.00 | 34.07K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 27.07K | SH | $1.30M 0.82% | 0.00 | 0.00 | 27.07K |
ISHARES ETHEREUM TRSOLE | SHS | 82.12K | SH | $1.30M 0.82% | 0.00 | 0.00 | 82.12K |