BELLEVUE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
34.4%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 79.36K | SH | $47.42M 18.90% | 0.00 | 0.00 | 79.36K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 94.71K | SH | $20.58M 8.20% | 0.00 | 0.00 | 94.71K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 286.41K | SH | $18.35M 7.32% | 0.00 | 0.00 | 286.41K |
MICROSOFT CORPSOLE | COM | 41.35K | SH | $15.30M 6.10% | 0.00 | 0.00 | 41.35K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 261.41K | SH | $15.30M 6.10% | 0.00 | 0.00 | 261.41K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 84.98K | SH | $14.71M 5.86% | 0.00 | 0.00 | 84.98K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 265.89K | SH | $14.37M 5.73% | 0.00 | 0.00 | 265.89K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 191.28K | SH | $14.09M 5.61% | 0.00 | 0.00 | 191.28K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 114.79K | SH | $10.18M 4.06% | 0.00 | 0.00 | 114.79K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 36.64K | SH | $9.98M 3.98% | 0.00 | 0.00 | 36.64K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 43.09K | SH | $9.68M 3.86% | 0.00 | 0.00 | 43.09K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.60K | SH | $9.65M 3.85% | 0.00 | 0.00 | 33.60K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 161.93K | SH | $8.09M 3.22% | 0.00 | 0.00 | 161.93K |
AMAZON COM INCSOLE | COM | 25.22K | SH | $5.25M 2.09% | 0.00 | 0.00 | 25.22K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 53.32K | SH | $4.00M 1.60% | 0.00 | 0.00 | 53.32K |
APPLE INCSOLE | COM | 15.16K | SH | $3.85M 1.53% | 0.00 | 0.00 | 15.16K |
VANGUARD WORLD FDSOLE | MATERIALS ETF | 11.55K | SH | $2.60M 1.04% | 0.00 | 0.00 | 11.55K |
ALPHABET INCSOLE | CAP STK CL C | 7.64K | SH | $2.19M 0.87% | 0.00 | 0.00 | 7.64K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 40.97K | SH | $2.04M 0.81% | 0.00 | 0.00 | 40.97K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.06K | SH | $1.99M 0.79% | 0.00 | 0.00 | 3.06K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 17.18K | SH | $1.33M 0.53% | 0.00 | 0.00 | 17.18K |
NVIDIA CORPORATIONSOLE | COM | 6.30K | SH | $1.10M 0.44% | 0.00 | 0.00 | 6.30K |
ISHARES TRSOLE | CORE MSCI EAFE | 11.63K | SH | $1.05M 0.42% | 0.00 | 0.00 | 11.63K |
ALPHABET INCSOLE | CAP STK CL A | 3.10K | SH | $891.1K 0.36% | 0.00 | 0.00 | 3.10K |
ISHARES INCSOLE | CORE MSCI EMKT | 12.04K | SH | $839.5K 0.33% | 0.00 | 0.00 | 12.04K |