LYNNWOOD, WA
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 2.95M
Full voting authority
2.95M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Common Stock | 46.28K | SH | $17.1K 7.44% | 46.28K | 0.00 | 0.00 |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | Exchange Traded Fund | 165.92K | SH | $15.3K 6.65% | 165.92K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common Stock | 71.56K | SH | $12.5K 5.42% | 71.56K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Exchange Traded Fund | 16.45K | SH | $10.7K 4.67% | 16.45K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | Exchange Traded Fund | 381.23K | SH | $10.0K 4.34% | 381.23K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 37.44K | SH | $9.5K 4.13% | 37.44K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | Exchange Traded Fund | 90.30K | SH | $9.0K 3.89% | 90.30K | 0.00 | 0.00 |
FIDELITY HIGH DIVIDEND ETFSOLE | Exchange Traded Fund | 119.08K | SH | $6.6K 2.86% | 119.08K | 0.00 | 0.00 |
JPMORGAN BETABUILDERS U.S. EQUITY ETFSOLE | Exchange Traded Fund | 54.08K | SH | $6.3K 2.75% | 54.08K | 0.00 | 0.00 |
JPMORGAN INTERNATIONAL VALUE ETFSOLE | Exchange Traded Fund | 70.99K | SH | $6.1K 2.64% | 70.99K | 0.00 | 0.00 |
ZACKS EARNINGS CONSISTENT PORTFOLIO ETFSOLE | Exchange Traded Fund | 164.21K | SH | $5.6K 2.41% | 164.21K | 0.00 | 0.00 |
ZACKS SMALL/MID CAP ETFSOLE | Exchange Traded Fund | 149.40K | SH | $5.5K 2.40% | 149.40K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | Exchange Traded Fund | 69.59K | SH | $5.4K 2.33% | 69.59K | 0.00 | 0.00 |
PARAMETRIC HEDGED EQUITY ETFSOLE | Exchange Traded Fund | 132.06K | SH | $4.2K 1.83% | 132.06K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | Exchange Traded Fund | 36.91K | SH | $3.9K 1.70% | 36.91K | 0.00 | 0.00 |
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUNDSOLE | Exchange Traded Fund | 78.75K | SH | $3.9K 1.70% | 78.75K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Common Stock | 3.83K | SH | $3.8K 1.65% | 3.83K | 0.00 | 0.00 |
FIDELITY EMERGING MARKETS MULTIFACTOR ETFSOLE | Exchange Traded Fund | 104.86K | SH | $3.3K 1.44% | 104.86K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | Exchange Traded Fund | 79.58K | SH | $3.2K 1.39% | 79.58K | 0.00 | 0.00 |
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETFSOLE | Exchange Traded Fund | 32.78K | SH | $3.2K 1.38% | 32.78K | 0.00 | 0.00 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETFSOLE | Exchange Traded Fund | 62.90K | SH | $2.9K 1.25% | 62.90K | 0.00 | 0.00 |
PARAMETRIC EQUITY PREMIUM INCOME ETFSOLE | Exchange Traded Fund | 98.74K | SH | $2.7K 1.18% | 98.74K | 0.00 | 0.00 |
WISDOMTREE ENHANCED COMMODITY STRATEGY FUNDSOLE | Exchange Traded Fund | 108.61K | SH | $2.6K 1.13% | 108.61K | 0.00 | 0.00 |
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | Exchange Traded Fund | 48.25K | SH | $2.5K 1.09% | 48.25K | 0.00 | 0.00 |
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUNDSOLE | Exchange Traded Fund | 45.66K | SH | $2.1K 0.90% | 45.66K | 0.00 | 0.00 |