REDMOND, WA
Allocation by class
Portfolio Concentration
Top 3 weight
21.9%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 114.72K | SH | $10.08M 7.52% | 0.00 | 0.00 | 114.72K |
MICROSOFT CORPSOLE | COM | 26.39K | SH | $9.84M 7.34% | 0.00 | 0.00 | 26.39K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.67K | SH | $9.39M 7.00% | 0.00 | 0.00 | 13.67K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 42.78K | SH | $6.99M 5.22% | 0.00 | 0.00 | 42.78K |
NVIDIA CORPORATIONSOLE | COM | 27.61K | SH | $5.53M 4.12% | 0.00 | 0.00 | 27.61K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 73.22K | SH | $4.31M 3.22% | 0.00 | 0.00 | 73.22K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 60.16K | SH | $4.29M 3.20% | 0.00 | 0.00 | 60.16K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 32.63K | SH | $3.88M 2.90% | 0.00 | 0.00 | 32.63K |
META PLATFORMS INCSOLE | CL A | 5.83K | SH | $3.28M 2.45% | 0.00 | 0.00 | 5.83K |
APPLE INCSOLE | COM | 11.27K | SH | $3.26M 2.43% | 0.00 | 0.00 | 11.27K |
AMAZON COM INCSOLE | COM | 12.85K | SH | $3.06M 2.28% | 0.00 | 0.00 | 12.85K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.75K | SH | $2.61M 1.95% | 0.00 | 0.00 | 10.75K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 41.20K | SH | $2.50M 1.87% | 0.00 | 0.00 | 41.20K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 12.19K | SH | $2.41M 1.80% | 0.00 | 0.00 | 12.19K |
ISHARES TRSOLE | CORE MSCI EAFE | 23.30K | SH | $2.25M 1.68% | 0.00 | 0.00 | 23.30K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.64K | SH | $2.04M 1.52% | 0.00 | 0.00 | 6.64K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 19.73K | SH | $1.99M 1.48% | 0.00 | 0.00 | 19.73K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 22K | SH | $1.77M 1.32% | 0.00 | 0.00 | 22K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 14.57K | SH | $1.71M 1.28% | 0.00 | 0.00 | 14.57K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 19.23K | SH | $1.58M 1.18% | 0.00 | 0.00 | 19.23K |
ALPHABET INCSOLE | CAP STK CL A | 3.85K | SH | $1.38M 1.03% | 0.00 | 0.00 | 3.85K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 3.71K | SH | $1.36M 1.01% | 0.00 | 0.00 | 3.71K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 4.28K | SH | $1.29M 0.96% | 0.00 | 0.00 | 4.28K |
ISHARES TRSOLE | IBOXX HI YD ETF | 15.96K | SH | $1.28M 0.95% | 0.00 | 0.00 | 15.96K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 6.41K | SH | $1.22M 0.91% | 0.00 | 0.00 | 6.41K |