SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Full voting authority
4.87M
shares
Joint voting authority
0.00
shares
No voting authority
35.12K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 102.63K | SH | $20.54M 6.64% | 101.35K | 0.00 | 1.28K |
APPLE INCSOLE | COM | 59K | SH | $17.07M 5.52% | 58.83K | 0.00 | 177.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.21K | SH | $9.01M 2.91% | 25.15K | 0.00 | 62.00 |
AMAZON COM INCSOLE | COM | 36.94K | SH | $8.80M 2.85% | 36.80K | 0.00 | 141.00 |
MICROSOFT CORPSOLE | COM | 21.16K | SH | $7.89M 2.55% | 20.98K | 0.00 | 172.00 |
BROADCOM INCSOLE | COM | 16.96K | SH | $6.41M 2.07% | 16.77K | 0.00 | 193.00 |
ALPHABET INCSOLE | CAP STK CL C | 17.20K | SH | $6.08M 1.96% | 17.20K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.30K | SH | $5.59M 1.81% | 13.21K | 0.00 | 97.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 30.26K | SH | $4.97M 1.61% | 30.26K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.24K | SH | $4.89M 1.58% | 4.24K | 0.00 | 2.00 |
META PLATFORMS INCSOLE | CL A | 8.01K | SH | $4.51M 1.46% | 7.95K | 0.00 | 65.00 |
JPMORGAN CHASE & COSOLE | COM | 13.37K | SH | $4.38M 1.42% | 13.37K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.55K | SH | $3.81M 1.23% | 6.47K | 0.00 | 83.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.42K | SH | $3.71M 1.20% | 7.40K | 0.00 | 24.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.82K | SH | $3.60M 1.16% | 4.82K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.97K | SH | $3.56M 1.15% | 2.95K | 0.00 | 15.00 |
EXXON MOBIL CORPSOLE | COM | 24.13K | SH | $3.30M 1.07% | 23.83K | 0.00 | 300.00 |
LAM RESEARCH CORPSOLE | COM NEW | 7K | SH | $3.03M 0.98% | 6.99K | 0.00 | 12.00 |
JOHNSON & JOHNSONSOLE | COM | 9.23K | SH | $2.34M 0.76% | 9.23K | 0.00 | 5.00 |
APPLIED MATLS INCSOLE | COM | 2.85K | SH | $2.06M 0.67% | 2.85K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6K | SH | $2.06M 0.67% | 5.96K | 0.00 | 31.00 |
WALMART INCSOLE | COM | 17.84K | SH | $2.02M 0.65% | 17.82K | 0.00 | 15.00 |
ABBVIE INCSOLE | COM | 7.93K | SH | $2.00M 0.65% | 7.93K | 0.00 | 4.00 |
CISCO SYS INCSOLE | COM | 16.95K | SH | $1.99M 0.64% | 16.95K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.40K | SH | $1.93M 0.62% | 6.39K | 0.00 | 10.00 |