$777 Million is the total value of Laird Norton Wetherby Trust Company, LLC's 115 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VV | New | VANGUARD INDEX FDSlarge cap etf | $801,938 | – | 4,098 | +100.0% | 0.10% | – |
DHR | New | DANAHER CORPORATION | $692,695 | – | 2,792 | +100.0% | 0.09% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $560,092 | – | 2,236 | +100.0% | 0.07% | – |
New | RBB FD INCus treasr 10 yr | $407,265 | – | 9,500 | +100.0% | 0.05% | – | |
IVW | New | ISHARES TRs&p 500 grwt etf | $383,644 | – | 5,589 | +100.0% | 0.05% | – |
JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $279,840 | – | 106,000 | +100.0% | 0.04% | – |
USB | New | US BANCORP DEL | $222,011 | – | 6,619 | +100.0% | 0.03% | – |
TELL | New | TELLURIAN INC NEW | $58,000 | – | 50,000 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 12 | Q3 2023 | 34.7% |
Vanguard Total Stock Market ETF | 12 | Q3 2023 | 27.1% |
VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 20.7% |
VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 10.4% |
ISHARES TR | 12 | Q3 2023 | 5.9% |
ISHARES TR | 12 | Q3 2023 | 3.0% |
SPROTT PHYSICAL GOLD TR | 12 | Q3 2023 | 3.4% |
ISHARES TR | 12 | Q3 2023 | 5.5% |
AMAZON COM INC | 12 | Q3 2023 | 1.9% |
ZILLOW GROUP INC | 12 | Q3 2023 | 3.9% |
View Laird Norton Wetherby Trust Company, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
13F-HR | 2021-11-12 |
View Laird Norton Wetherby Trust Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.