$978 Million is the total value of Laird Norton Wetherby Trust Company, LLC's 187 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | Microsoft Corp | $317,561,000 | +4.1% | 1,126,424 | -0.0% | 32.46% | +1.9% |
| VTI | Buy | Vanguard Total Stock Market ETFetf | $149,369,000 | +3.8% | 672,653 | +4.1% | 15.27% | +1.6% |
| VEU | Buy | Vanguard FTSE All World Ex US ETFetf | $122,434,000 | +1.7% | 2,008,447 | +5.7% | 12.52% | -0.4% |
| IWB | Buy | iShares Russell 1000 ETFetf | $48,450,000 | -0.1% | 200,450 | +0.0% | 4.95% | -2.2% |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFetf | $30,089,000 | -13.9% | 601,663 | -6.5% | 3.08% | -15.7% |
| IWV | Sell | iShares Russell 3000 ETFetf | $19,976,000 | -2.2% | 78,384 | -1.8% | 2.04% | -4.2% |
| DOCU | Sell | Docusign Inc | $17,330,000 | -9.1% | 67,323 | -1.3% | 1.77% | -10.9% |
| AMZN | Buy | Amazon COM Inc | $17,042,000 | -3.0% | 5,188 | +1.5% | 1.74% | -5.0% |
| PHYS | Buy | Sprott Physical Gold ETV | $16,491,000 | +1.0% | 1,195,003 | +2.7% | 1.69% | -1.1% |
| Z | Buy | Zillow Group Inc | $13,902,000 | -27.8% | 157,727 | +0.1% | 1.42% | -29.3% |
| EFA | Sell | iShares MSCI EAFE ETFetf | $12,877,000 | -7.4% | 165,070 | -6.3% | 1.32% | -9.3% |
| VOO | Sell | Vanguard S&P 500 Etfetf | $9,746,000 | -12.6% | 24,713 | -12.7% | 1.00% | -14.4% |
| AAPL | Buy | Apple Inc | $8,289,000 | +11.1% | 58,580 | +7.6% | 0.85% | +8.7% |
| BND | Buy | Vanguard Total Bond Market ETFetf | $7,494,000 | -0.4% | 87,701 | +0.1% | 0.77% | -2.5% |
| ZG | Zillow Group Inc Class A | $7,234,000 | -27.7% | 81,671 | 0.0% | 0.74% | -29.2% | |
| WY | Buy | Weyerhaeuser Co REIT | $6,848,000 | +3.4% | 192,524 | +0.1% | 0.70% | +1.3% |
| DBC | Buy | Invesco DB COMmodity Index Tracking Fundetf | $6,499,000 | +5.7% | 322,054 | +0.8% | 0.66% | +3.4% |
| VNQ | Sell | Vanguard REIT ETFetf | $6,163,000 | -0.5% | 60,557 | -0.5% | 0.63% | -2.6% |
| XOM | Sell | Exxon Mobil Corp | $5,938,000 | -7.1% | 100,963 | -0.4% | 0.61% | -9.0% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFetf | $4,807,000 | -6.4% | 95,209 | -4.5% | 0.49% | -8.4% |
| EPP | iShares MSCI Pacific Ex Jpnetf | $4,739,000 | -5.7% | 97,150 | 0.0% | 0.48% | -7.6% | |
| LLY | Buy | Eli Lilly & COMpany | $4,591,000 | +26.9% | 19,874 | +26.1% | 0.47% | +24.1% |
| SBUX | Buy | Starbucks Corp | $4,456,000 | -1.2% | 40,403 | +0.2% | 0.46% | -3.2% |
| IWF | Buy | iShares Russell 1000 Growthetf | $4,329,000 | +16.6% | 15,800 | +15.5% | 0.44% | +14.5% |
| IVW | Buy | iShares S&P 500 Growth ETF IVetf | $4,302,000 | +10.0% | 58,209 | +8.2% | 0.44% | +7.8% |
| IVV | Buy | iShares Core S&P 500 ETFetf | $4,018,000 | +0.2% | 9,327 | +0.0% | 0.41% | -1.7% |
| SPY | Buy | SPDR S&P 500 ETF IVetf | $3,851,000 | +39.2% | 8,973 | +38.9% | 0.39% | +36.3% |
| VNQI | Buy | Vanguard Global Ex US Real Estate ETFetf | $3,704,000 | -3.0% | 65,785 | +0.5% | 0.38% | -5.0% |
| RDFN | Redfin Corporation | $3,507,000 | -21.0% | 70,000 | 0.0% | 0.36% | -22.5% | |
| PCAR | Buy | Paccar Inc | $3,393,000 | +683.6% | 42,999 | +785.5% | 0.35% | +671.1% |
| 1/100 Berkshire Htwy Cla | $2,879,000 | -1.7% | 700 | 0.0% | 0.29% | -3.9% | ||
| IEMG | iShares Core MSCI Emerging Markets ETFetf | $2,751,000 | -7.8% | 44,550 | 0.0% | 0.28% | -9.6% | |
| ALK | New | Alaska Air Group Inc De | $2,671,000 | – | 45,585 | +100.0% | 0.27% | – |
| SUSA | iShares MSCI USA ESG Select ETFetf | $2,596,000 | +0.4% | 27,064 | 0.0% | 0.26% | -1.9% | |
| IWM | Buy | iShares Russell 2000 ETFetf | $2,220,000 | -0.2% | 10,149 | +4.6% | 0.23% | -2.2% |
| IAU | Buy | iShares Gold ETFetf | $2,204,000 | -0.0% | 65,990 | +0.8% | 0.22% | -2.2% |
| JPM | Buy | JPMorgan Chase & Co | $2,134,000 | +7.4% | 13,039 | +2.1% | 0.22% | +5.3% |
| BRKB | Buy | Berkshire Hathaway Class B | $2,104,000 | +7.0% | 7,709 | +8.9% | 0.22% | +4.9% |
| GMDA | Gamida-Cell Ltd | $2,074,000 | -38.8% | 529,103 | 0.0% | 0.21% | -40.1% | |
| VT | New | Vanguard Total World Stock ETFetf | $2,032,000 | – | 19,960 | +100.0% | 0.21% | – |
| IEV | iShares S&P Europe 350etf | $1,889,000 | -2.2% | 36,255 | 0.0% | 0.19% | -4.5% | |
| TSLA | Buy | Tesla Motors Inc | $1,864,000 | +19.0% | 2,404 | +4.3% | 0.19% | +17.2% |
| VXUS | Vanguard Total International Stock ETFetf | $1,843,000 | -3.7% | 29,135 | 0.0% | 0.19% | -6.0% | |
| CLNN | Buy | Clene Inc | $1,834,000 | -34.6% | 268,581 | +7.6% | 0.19% | -36.2% |
| GUNR | FlexShares Upstream Natural Resources Index ETFetf | $1,786,000 | -4.4% | 48,803 | 0.0% | 0.18% | -6.2% | |
| FSLY | Buy | Fastly Inc | $1,779,000 | -32.0% | 43,995 | +0.2% | 0.18% | -33.3% |
| COST | Buy | Costco Wholesale Co | $1,743,000 | +21.9% | 3,880 | +7.3% | 0.18% | +19.5% |
| DEO | Buy | Diageo Plc New Adr | $1,631,000 | +1.9% | 8,454 | +1.3% | 0.17% | 0.0% |
| JNJ | Buy | Johnson & Johnson | $1,594,000 | +6.1% | 9,875 | +8.2% | 0.16% | +3.8% |
| MDY | Sell | SPDR S&P Midcap 400 ETFetf | $1,474,000 | -6.9% | 3,066 | -5.0% | 0.15% | -8.5% |
| GOOGL | Buy | Alphabet Inc Class A | $1,419,000 | +19.6% | 531 | +9.3% | 0.14% | +16.9% |
| IJH | Sell | iShares Core S&P Midcapetf | $1,414,000 | -4.9% | 5,376 | -2.9% | 0.14% | -6.5% |
| First Bancorp Inc | $1,386,000 | 0.0% | 3,741 | 0.0% | 0.14% | -2.1% | ||
| AGG | Sell | iShares Barclays Aggregate Bondetf | $1,316,000 | -35.5% | 11,466 | -35.2% | 0.14% | -36.6% |
| AMJ | Buy | JP Morgan Chase Alerian ETNetf | $1,263,000 | +14.1% | 69,517 | +23.3% | 0.13% | +11.2% |
| COP | New | Phillips Petroleum Coxxx | $1,243,000 | – | 18,354 | +100.0% | 0.13% | – |
| BKH | New | Black Hills Corp | $1,230,000 | – | 19,600 | +100.0% | 0.13% | – |
| VUG | Buy | Vanguard Growth ETFetf | $1,200,000 | +15.8% | 4,139 | +14.6% | 0.12% | +13.9% |
| PSX | New | Phillips 66 | $1,193,000 | – | 17,036 | +100.0% | 0.12% | – |
| CVX | Buy | Chevron Corporation | $1,163,000 | +14.0% | 11,472 | +17.8% | 0.12% | +12.3% |
| EEM | iShares MSCI Emerging Markets ETFetf | $1,133,000 | -8.6% | 22,492 | 0.0% | 0.12% | -10.1% | |
| IWD | Buy | iShares Russell 1000 Valueetf | $1,113,000 | +6.1% | 7,117 | +7.6% | 0.11% | +4.6% |
| DIS | Buy | Walt Disney Co | $1,112,000 | +8.8% | 6,575 | +13.1% | 0.11% | +6.5% |
| VTV | Buy | Vanguard Value ETFetf | $1,089,000 | +3.0% | 8,048 | +4.6% | 0.11% | +0.9% |
| PG | Buy | Procter & Gamble | $1,051,000 | +7.5% | 7,520 | +3.7% | 0.11% | +4.9% |
| PEP | Sell | Pepsico Incorporated | $955,000 | -7.1% | 6,351 | -8.5% | 0.10% | -8.4% |
| MCD | Buy | MC Donalds Corp | $929,000 | +13.0% | 3,857 | +8.3% | 0.10% | +10.5% |
| LIN | Buy | Linens N Things Inc | $899,000 | +3.3% | 3,067 | +1.9% | 0.09% | +1.1% |
| GOOG | Buy | Alphabet Inc Class C | $882,000 | +27.1% | 331 | +19.5% | 0.09% | +25.0% |
| VYM | Buy | Vanguard High DIV Yield ETFetf | $858,000 | +46.2% | 8,309 | +48.1% | 0.09% | +44.3% |
| DE | Buy | Deere & Co | $848,000 | -2.9% | 2,531 | +2.3% | 0.09% | -4.4% |
| T | Buy | A T & T Inc | $836,000 | +54.5% | 30,956 | +64.5% | 0.08% | +51.8% |
| BRKA | Berkshire Hathaway Cl A | $822,000 | -1.8% | 2 | 0.0% | 0.08% | -3.4% | |
| TT | Buy | Trane Inc | $800,000 | -4.1% | 4,636 | +2.2% | 0.08% | -5.7% |
| NSRGY | Nestle Sa Spons Adr | $796,000 | -3.6% | 6,625 | 0.0% | 0.08% | -5.8% | |
| HYG | New | iShares iBoxx High Yield Corporate Bd ETFetf | $781,000 | – | 8,932 | +100.0% | 0.08% | – |
| AMLP | Buy | Alerian MLP ETFetf | $762,000 | +66.7% | 22,889 | +82.1% | 0.08% | +62.5% |
| IWR | Buy | iShares Russell Mid-Cap ETFetf | $746,000 | +30.4% | 9,544 | +32.2% | 0.08% | +26.7% |
| MO | New | Altria Group, Inc | $738,000 | – | 16,229 | +100.0% | 0.08% | – |
| BA | Sell | Boeing Co | $730,000 | -27.8% | 3,321 | -21.4% | 0.08% | -29.2% |
| IWO | iShares Russell 2000 Growthetf | $731,000 | -5.8% | 2,492 | 0.0% | 0.08% | -7.4% | |
| CAT | Buy | Caterpillar Inc | $737,000 | -8.8% | 3,844 | +3.5% | 0.08% | -10.7% |
| INTC | Buy | Intel Corp | $716,000 | +0.6% | 13,449 | +6.0% | 0.07% | -1.4% |
| BAC | Buy | Bank Of America Corp | $717,000 | +15.3% | 16,901 | +11.9% | 0.07% | +12.3% |
| WFC | Sell | Wells Fargo BK N A | $717,000 | -10.7% | 15,460 | -12.9% | 0.07% | -13.1% |
| FB | Buy | Facebook Inc Class A | $713,000 | +22.1% | 2,103 | +25.0% | 0.07% | +19.7% |
| VB | Vanguard Small Cap ETF IVetf | $700,000 | -3.0% | 3,205 | 0.0% | 0.07% | -4.0% | |
| Sell | General Electric Co | $646,000 | +47.2% | 6,271 | -80.8% | 0.07% | +43.5% | |
| WMT | Buy | Wal-Mart Stores Inc | $617,000 | +4.6% | 4,427 | +5.7% | 0.06% | +1.6% |
| HD | Buy | Home Depot Inc | $608,000 | +23.6% | 1,853 | +19.9% | 0.06% | +21.6% |
| UL | Sell | Unilever Plc | $589,000 | -10.4% | 10,876 | -3.3% | 0.06% | -13.0% |
| KO | Buy | Coca Cola COMpany | $575,000 | +2.0% | 10,957 | +5.2% | 0.06% | 0.0% |
| NEE | Buy | Nextera Energy Inc | $524,000 | +11.3% | 6,686 | +3.9% | 0.05% | +10.2% |
| TMO | Buy | Thermo Fisher SCNTFC | $522,000 | +21.1% | 915 | +7.0% | 0.05% | +17.8% |
| IJK | Sell | iShares S&P Mid-Cap 400 Growth ETFetf | $520,000 | -30.3% | 6,577 | -28.7% | 0.05% | -32.1% |
| DLS | Sell | WisdomTree International Small-Cap Dividend | $518,000 | -3.9% | 6,980 | -3.3% | 0.05% | -5.4% |
| SPDW | SPDR Portfolio Developed World ex-US ETFetf | $506,000 | -1.6% | 13,997 | 0.0% | 0.05% | -3.7% | |
| ABBV | Buy | Abbvie Inc | $496,000 | +3.3% | 4,600 | +7.8% | 0.05% | +2.0% |
| BMY | Sell | Bristol-Myers Squibb Co | $493,000 | -12.9% | 8,332 | -1.7% | 0.05% | -15.3% |
| NVDA | Buy | Nvidia Corp | $491,000 | +26.9% | 2,370 | +389.7% | 0.05% | +25.0% |
| NKE | Buy | Nike Inc Class B | $489,000 | +1.7% | 3,372 | +8.3% | 0.05% | 0.0% |
| LMT | Buy | Lockheed Martin Corp | $470,000 | -7.8% | 1,364 | +1.0% | 0.05% | -9.4% |
| VIG | Vanguard Dividend Apprec ETFetf | $461,000 | -0.6% | 3,002 | 0.0% | 0.05% | -2.1% | |
| V | Buy | Visa Inc Class A | $451,000 | +23.6% | 2,029 | +29.6% | 0.05% | +21.1% |
| QQQ | Sell | Invesco QQQ Trust ETFetf | $446,000 | -11.3% | 1,246 | -12.3% | 0.05% | -13.2% |
| DBX | Dropbox Inc Cl A | $428,000 | -3.6% | 14,678 | 0.0% | 0.04% | -4.3% | |
| EW | Buy | Edwards Lifesciences | $427,000 | +13.0% | 3,777 | +3.5% | 0.04% | +12.8% |
| ADP | Buy | Auto Data Processing | $432,000 | +5.4% | 2,161 | +4.6% | 0.04% | +2.3% |
| PYPL | Buy | Paypal Holdings Inco | $432,000 | +1.6% | 1,664 | +14.1% | 0.04% | 0.0% |
| AOS | Smith A O | $427,000 | -15.3% | 7,000 | 0.0% | 0.04% | -17.0% | |
| DBEF | New | Deutsche X-Trackers MSCI EAFE Hedg EQ ETFetf | $415,000 | – | 11,000 | +100.0% | 0.04% | – |
| IBM | IBM Corp | $414,000 | -5.3% | 2,984 | 0.0% | 0.04% | -8.7% | |
| CL | Buy | Colgate-Palmolive Co | $413,000 | -2.1% | 5,465 | +5.2% | 0.04% | -4.5% |
| TXN | Buy | Texas Instruments Inc | $405,000 | +15.4% | 2,109 | +15.2% | 0.04% | +10.8% |
| BP | New | BP PLC F ADR | $401,000 | – | 14,683 | +100.0% | 0.04% | – |
| EMR | Buy | Emerson Electric Co | $391,000 | 0.0% | 4,158 | +2.2% | 0.04% | -2.4% |
| MMM | Buy | 3M COMpany | $383,000 | -5.4% | 2,189 | +7.4% | 0.04% | -7.1% |
| ORCL | Buy | Oracle Corporation | $370,000 | +32.6% | 4,252 | +18.6% | 0.04% | +31.0% |
| AVA | Buy | Avista Corporation | $376,000 | -6.9% | 9,636 | +1.7% | 0.04% | -9.5% |
| VCLT | Vanguard Long-Term Corporate Bond ETFetf | $360,000 | -1.4% | 3,415 | 0.0% | 0.04% | -2.6% | |
| SHV | iShares Short Treasury Bond ETFetf | $356,000 | 0.0% | 3,225 | 0.0% | 0.04% | -2.7% | |
| USB | Buy | U S Bancorp Del | $356,000 | +11.2% | 6,002 | +6.6% | 0.04% | +9.1% |
| ECL | Buy | Ecolab Inc | $338,000 | +8.0% | 1,622 | +6.4% | 0.04% | +6.1% |
| MUB | iShares S&P National AMT-Free Municipal Bondetf | $342,000 | -0.9% | 2,947 | 0.0% | 0.04% | -2.8% | |
| CSCO | Buy | Cisco Systems Inc | $328,000 | +20.6% | 6,027 | +17.2% | 0.03% | +21.4% |
| COLB | Columbia Banking SYS | $336,000 | -1.5% | 8,850 | 0.0% | 0.03% | -5.6% | |
| GNR | New | SPDR S&P Global Natural Resources ETFetf | $336,000 | – | 6,555 | +100.0% | 0.03% | – |
| DIA | New | SPDR Dow Jones Industrial Average ETFetf | $330,000 | – | 977 | +100.0% | 0.03% | – |
| UPS | Buy | United Parcel Service B | $329,000 | -8.4% | 1,809 | +4.5% | 0.03% | -8.1% |
| CMCSA | Buy | COMcast Corporation Class A | $319,000 | +30.7% | 5,716 | +33.1% | 0.03% | +32.0% |
| DHR | Sell | Danaher Corp Del | $326,000 | +9.4% | 1,072 | -3.5% | 0.03% | +6.5% |
| KMB | Buy | Kimberly-Clark Corp | $325,000 | +29.5% | 2,452 | +30.7% | 0.03% | +26.9% |
| MDLZ | Buy | Mondelez Intl Inc Cl A | $322,000 | -4.5% | 5,549 | +2.8% | 0.03% | -5.7% |
| IGF | Buy | iShares Global Infrastructure ETFetf | $312,000 | +50.7% | 6,815 | +49.4% | 0.03% | +45.5% |
| GQRE | New | FLEXSHARES GLOBAL QUALITY | $316,000 | – | 4,800 | +100.0% | 0.03% | – |
| ACN | Buy | Accenture | $311,000 | +21.0% | 975 | +11.7% | 0.03% | +18.5% |
| PFE | Buy | Pfizer Incorporated | $317,000 | +37.2% | 7,391 | +25.2% | 0.03% | +33.3% |
| VZ | New | Verizon COMmunication | $311,000 | – | 5,772 | +100.0% | 0.03% | – |
| HON | Buy | Honeywell Intl Inc | $303,000 | +16.5% | 1,430 | +20.3% | 0.03% | +14.8% |
| EXC | New | Exelon Corporation | $305,000 | – | 6,328 | +100.0% | 0.03% | – |
| GLD | Buy | SPDR Gold Shares ETFetf | $291,000 | +17.8% | 1,775 | +18.7% | 0.03% | +15.4% |
| MDT | Buy | Medtronic Inc | $294,000 | +12.2% | 2,352 | +11.3% | 0.03% | +11.1% |
| SMG | Scotts Co Cl A | $292,000 | -23.8% | 2,000 | 0.0% | 0.03% | -25.0% | |
| ADBE | Buy | Adobe Systems Inc | $289,000 | +26.2% | 502 | +28.1% | 0.03% | +25.0% |
| UNH | Buy | Unitedhealth GRP Inc | $296,000 | +22.8% | 759 | +26.1% | 0.03% | +20.0% |
| CSX | Buy | C S X Corp | $297,000 | -4.5% | 10,014 | +3.0% | 0.03% | -6.2% |
| RTX | Buy | Raytheon Technologies Corp | $279,000 | +7.7% | 3,248 | +6.9% | 0.03% | +7.4% |
| AXP | Sell | American Express COMpany | $280,000 | -7.3% | 1,672 | -8.7% | 0.03% | -9.4% |
| ETN | New | Eaton Corporation | $274,000 | – | 1,837 | +100.0% | 0.03% | – |
| AMAT | Buy | Applied Materials | $276,000 | +29.6% | 2,146 | +43.1% | 0.03% | +27.3% |
| ABT | Buy | Abbott Laboratories | $272,000 | +17.7% | 2,311 | +15.8% | 0.03% | +16.7% |
| AVGO | Buy | BroadCOM Limited | $268,000 | +16.5% | 553 | +14.3% | 0.03% | +12.5% |
| QCOM | Buy | QualCOMm Inc | $261,000 | +23.7% | 2,025 | +37.1% | 0.03% | +22.7% |
| ITW | Buy | Illinois Tool Works Inc | $264,000 | +1.1% | 1,281 | +9.5% | 0.03% | 0.0% |
| IRM | New | Iron Mountain Inc REIT | $264,000 | – | 6,090 | +100.0% | 0.03% | – |
| PNC | Buy | PNC Financial Services Group | $258,000 | +20.6% | 1,320 | +17.1% | 0.03% | +18.2% |
| F | Sell | Ford Motor COMpany | $250,000 | -4.9% | 17,666 | -0.6% | 0.03% | -3.7% |
| BABA | Alibaba Group HLDG F ADR | $259,000 | -34.8% | 1,754 | 0.0% | 0.03% | -36.6% | |
| DFUS | Sell | DFA Tax-Managed US Eqetf | $249,000 | 0.0% | 5,286 | -0.1% | 0.02% | -3.8% |
| CBWA | COMmencement Bank | $241,000 | -3.6% | 18,150 | 0.0% | 0.02% | -3.8% | |
| ALLE | Buy | Allegion PLC | $231,000 | -3.3% | 1,754 | +2.2% | 0.02% | -4.0% |
| MMP | Magellan Midstream Partners LP | $233,000 | -6.8% | 5,124 | 0.0% | 0.02% | -7.7% | |
| UBER | Uber Technologies Inc | $237,000 | -10.9% | 5,309 | 0.0% | 0.02% | -14.3% | |
| SCHG | Schwab US Large Cap Growth ETFetf | $236,000 | +1.3% | 1,600 | 0.0% | 0.02% | 0.0% | |
| VO | Sell | Vanguard Mid-Cap ETFetf | $235,000 | -3.3% | 994 | -2.9% | 0.02% | -4.0% |
| MA | New | Mastercard Inc Class A | $223,000 | – | 643 | +100.0% | 0.02% | – |
| ISRG | New | Intuitive Surgical | $229,000 | – | 231 | +100.0% | 0.02% | – |
| DOW | New | Dow Inc | $213,000 | – | 3,706 | +100.0% | 0.02% | – |
| PINS | Buy | Pinterest Inc CL A | $216,000 | -13.6% | 4,253 | +33.9% | 0.02% | -15.4% |
| XLY | Sell | Consumer Discret Sel Sect SPDR ETFetf | $215,000 | -7.3% | 1,200 | -7.7% | 0.02% | -8.3% |
| IJT | iShares S&P SMLL Cap 600 GRTH ETF IVetf | $213,000 | -2.3% | 1,645 | 0.0% | 0.02% | -4.3% | |
| TSM | New | Taiwan Semiconductr Adrf | $209,000 | – | 1,877 | +100.0% | 0.02% | – |
| XLK | Technology Select Sector SPDR ETFetf | $204,000 | +1.0% | 1,370 | 0.0% | 0.02% | 0.0% | |
| VNO | New | Vornado Realty TRUST | $202,000 | – | 4,811 | +100.0% | 0.02% | – |
| DD | Buy | DuPont De Nemours Inc | $208,000 | -8.0% | 3,064 | +4.9% | 0.02% | -12.5% |
| DOV | New | Dover Corporation | $208,000 | – | 1,343 | +100.0% | 0.02% | – |
| LUMN | Buy | CenturyLink Inc | $206,000 | -7.2% | 16,643 | +1.9% | 0.02% | -8.7% |
| MINT | PIMCO Enhanced Short Maturity Active ETFetf | $200,000 | 0.0% | 1,970 | 0.0% | 0.02% | -4.8% | |
| DNP | New | DNP Select InCOMe Fund Inc | $170,000 | – | 16,000 | +100.0% | 0.02% | – |
| TEF | Buy | Telefonica Spon Adr | $117,000 | +5.4% | 24,904 | +5.3% | 0.01% | 0.0% |
| RNWK | Realnetworks Inc | $108,000 | -31.6% | 67,946 | 0.0% | 0.01% | -31.2% | |
| ATHA | Athira Pharma Inc | $93,000 | -8.8% | 10,000 | 0.0% | 0.01% | -9.1% | |
| EXK | Endeavour Silver Co F | $40,000 | -34.4% | 10,000 | 0.0% | 0.00% | -33.3% | |
| IDEX | Ideanomics Inc | $23,000 | -30.3% | 11,838 | 0.0% | 0.00% | -33.3% | |
| SFOR | Strikeforce Tech | $6,000 | +50.0% | 83,000 | 0.0% | 0.00% | – | |
| PUDA | Exit | Puda Coal Inc | $0 | – | -20,000 | -100.0% | 0.00% | – |
| LATF | Latteno Food Corp | $0 | – | 40,000 | 0.0% | 0.00% | – | |
| Exit | Westside Fed Svgs & Ln Assn (NV) | $0 | – | -14,696 | -100.0% | 0.00% | – | |
| Venture Finl Group (NV) | $0 | – | 38,232 | 0.0% | 0.00% | – | ||
| Exit | Orla Mining LTD New F | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | Ivanhoe Mines LTD F | $0 | – | -17,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.