OLYMPIA, WA
Allocation by class
Portfolio Concentration
Top 3 weight
50.4%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 113.05K | SH | $67.5K 24.04% | 0.00 | 0.00 | 113.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 694.55K | SH | $44.5K 15.84% | 0.00 | 0.00 | 694.55K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 380.46K | SH | $29.4K 10.48% | 0.00 | 0.00 | 380.46K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 936.13K | SH | $28.1K 10.02% | 0.00 | 0.00 | 936.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 257.28K | SH | $25.6K 9.11% | 0.00 | 0.00 | 257.28K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 218.44K | SH | $22.6K 8.04% | 0.00 | 0.00 | 218.44K |
ISHARES TRSOLE | CORE S&P MCP ETF | 177.44K | SH | $12.0K 4.26% | 0.00 | 0.00 | 177.44K |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.08K | SH | $11.1K 3.94% | 0.00 | 0.00 | 89.08K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 22.45K | SH | $6.6K 2.36% | 0.00 | 0.00 | 22.45K |
ISHARES TRSOLE | CORE MSCI EAFE | 62.58K | SH | $5.7K 2.02% | 0.00 | 0.00 | 62.58K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.97K | SH | $3.9K 1.38% | 0.00 | 0.00 | 12.97K |
NVIDIA CORPORATIONSOLE | COM | 21.06K | SH | $3.7K 1.31% | 0.00 | 0.00 | 21.06K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.14K | SH | $3.5K 1.26% | 0.00 | 0.00 | 6.14K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 26.49K | SH | $2.7K 0.94% | 0.00 | 0.00 | 26.49K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 56.98K | SH | $2.3K 0.83% | 0.00 | 0.00 | 56.98K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 14.89K | SH | $1.7K 0.61% | 0.00 | 0.00 | 14.89K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.91K | SH | $1.7K 0.60% | 0.00 | 0.00 | 5.91K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.58K | SH | $1.6K 0.56% | 0.00 | 0.00 | 1.58K |
APPLE INCSOLE | COM | 5.58K | SH | $1.4K 0.50% | 0.00 | 0.00 | 5.58K |
ALPHABET INCSOLE | CAP STK CL C | 3.55K | SH | $1.0K 0.36% | 0.00 | 0.00 | 3.55K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.19K | SH | $824.00 0.29% | 0.00 | 0.00 | 8.19K |
CHEVRON CORPORATIONSOLE | COM | 2.63K | SH | $544.00 0.19% | 0.00 | 0.00 | 2.63K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 10.88K | SH | $542.00 0.19% | 0.00 | 0.00 | 10.88K |
MICROSOFT CORPSOLE | COM | 1.12K | SH | $414.00 0.15% | 0.00 | 0.00 | 1.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 615.00 | SH | $402.00 0.14% | 0.00 | 0.00 | 615.00 |