BELLINGHAM, WA
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 4.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE UNIVRSL USD | 558.46K | SH | $25.80M 9.00% | 0.00 | 0.00 | 558.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 65.81K | SH | $21.11M 7.37% | 0.00 | 0.00 | 65.81K |
ISHARES TRSOLE | CORE MSCI TOTAL | 206.66K | SH | $17.91M 6.25% | 0.00 | 0.00 | 206.66K |
MICROSOFT CORPSOLE | COM | 45.54K | SH | $16.86M 5.88% | 0.00 | 0.00 | 45.54K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 524.14K | SH | $15.27M 5.33% | 0.00 | 0.00 | 524.14K |
ISHARES TRSOLE | MSCI USA QLT FCT | 77.81K | SH | $14.92M 5.21% | 0.00 | 0.00 | 77.81K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 381.29K | SH | $11.70M 4.08% | 0.00 | 0.00 | 381.29K |
ISHARES TRSOLE | NATIONAL MUN ETF | 109.23K | SH | $11.59M 4.05% | 0.00 | 0.00 | 109.23K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 343.31K | SH | $9.35M 3.26% | 0.00 | 0.00 | 343.31K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 155.77K | SH | $7.79M 2.72% | 0.00 | 0.00 | 155.77K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.97K | SH | $7.15M 2.50% | 0.00 | 0.00 | 11.97K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 209K | SH | $6.72M 2.34% | 0.00 | 0.00 | 209K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 183.65K | SH | $6.63M 2.31% | 0.00 | 0.00 | 183.65K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 103.92K | SH | $6.05M 2.11% | 0.00 | 0.00 | 103.92K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 93.49K | SH | $5.97M 2.08% | 0.00 | 0.00 | 93.49K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 130.93K | SH | $4.74M 1.65% | 0.00 | 0.00 | 130.93K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 164.35K | SH | $4.46M 1.56% | 0.00 | 0.00 | 164.35K |
ISHARES INCSOLE | CORE MSCI EMKT | 52.07K | SH | $3.63M 1.27% | 0.00 | 0.00 | 52.07K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 64.33K | SH | $3.56M 1.24% | 0.00 | 0.00 | 64.33K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 70.88K | SH | $3.41M 1.19% | 0.00 | 0.00 | 70.88K |
APPLE INCSOLE | COM | 13.06K | SH | $3.31M 1.16% | 0.00 | 0.00 | 13.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.76K | SH | $3.24M 1.13% | 0.00 | 0.00 | 6.76K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 95.69K | SH | $3.15M 1.10% | 0.00 | 0.00 | 95.69K |
BLACKROCK ETF TRUST IISOLE | ISHARES INTERMED | 123.92K | SH | $2.96M 1.03% | 0.00 | 0.00 | 123.92K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 43.42K | SH | $2.95M 1.03% | 0.00 | 0.00 | 43.42K |