260 is the total number of securities Laird Norton Wetherby Trust Company, LLC has owned. The longest Laird Norton Wetherby Trust Company, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 12 | 12 | 3.82% | 28.13% | 34.73% | Q4 2020 | Q3 2023 | 12 |
VTI | Vanguard Total Stock M... | 12 | 12 | 13.56% | 16.77% | 27.13% | Q4 2020 | Q3 2023 | 12 |
VEU | VANGUARD INTL EQUITY I... | 12 | 12 | 11.91% | 13.32% | 20.73% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 3.08% | 5.87% | 10.41% | Q4 2020 | Q3 2023 | 12 |
IWB | ISHARES TR | 12 | 12 | 2.10% | 3.81% | 5.87% | Q4 2020 | Q3 2023 | 12 |
IWV | ISHARES TR | 12 | 12 | 1.78% | 2.09% | 2.98% | Q4 2020 | Q3 2023 | 12 |
PHYS | SPROTT PHYSICAL GOLD TR | 12 | 12 | 1.62% | 2.02% | 3.35% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.04% | 1.97% | 5.47% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.69% | 1.53% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Z | ZILLOW GROUP INC | 12 | 12 | 0.64% | 1.48% | 3.85% | Q4 2020 | Q3 2023 | 12 |
EFA | ISHARES TR | 12 | 12 | 1.12% | 1.43% | 1.94% | Q4 2020 | Q3 2023 | 12 |
VEA | VANGUARD TAX-MANAGED FDS | 12 | 12 | 0.45% | 1.27% | 2.76% | Q4 2020 | Q3 2023 | 12 |
BND | Vanguard Total Bond Ma... | 12 | 12 | 0.60% | 1.04% | 3.50% | Q4 2020 | Q3 2023 | 12 |
DBC | Invesco DB COMmodity I... | 12 | 12 | 0.50% | 0.96% | 2.07% | Q4 2020 | Q3 2023 | 12 |
ZG | Zillow Group Inc Class... | 12 | 12 | 0.33% | 0.80% | 2.22% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.48% | 0.72% | 0.98% | Q4 2020 | Q3 2023 | 12 |
VXUS | Vanguard Total Interna... | 12 | 12 | 0.19% | 0.71% | 1.35% | Q4 2020 | Q3 2023 | 12 |
VNQ | Vanguard REIT ETF | 12 | 12 | 0.45% | 0.70% | 1.19% | Q4 2020 | Q3 2023 | 12 |
LLY | LILLY ELI & CO | 12 | 12 | 0.28% | 0.69% | 1.39% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 0.13% | 0.62% | 4.15% | Q4 2020 | Q3 2023 | 12 |
IVV | iShares Tr S&P 500 Index | 12 | 12 | 0.31% | 0.56% | 0.99% | Q4 2020 | Q3 2023 | 12 |
VOO | Vanguard S&P 500 ETF | 12 | 12 | 0.04% | 0.50% | 1.16% | Q4 2020 | Q3 2023 | 12 |
VNQI | VANGUARD INTL EQUITY I... | 12 | 12 | 0.22% | 0.38% | 0.63% | Q4 2020 | Q3 2023 | 12 |
WY | Weyerhaeuser Co REIT | 12 | 12 | 0.04% | 0.38% | 0.74% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.05% | 0.36% | 0.75% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 0.13% | 0.30% | 0.53% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.17% | 0.30% | 0.64% | Q4 2020 | Q3 2023 | 12 |
VB | Vanguard Small Cap Ind... | 12 | 12 | 0.06% | 0.27% | 0.72% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.07% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
GUNR | FlexShares Upstream Na... | 12 | 12 | 0.12% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.15% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.16% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
TSLA | Tesla Motors Inc | 12 | 12 | 0.05% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 12 |
GOOGL | Alphabet Inc. Class ... | 12 | 12 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
VTV | Vanguard Value ETF | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
EEM | ISHARES TR | 12 | 12 | 0.04% | 0.10% | 0.25% | Q4 2020 | Q3 2023 | 12 |
CVX | Chevron Corporation | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BA | BOEING CO | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
GOOG | Alphabet Inc. Class ... | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SPDW | SPDR Portfolio DVLPD W... | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ADP | AUTOMATIC DATA PROCESS... | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
EXK | ENDEAVOUR SILVER CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DOCU | DOCUSIGN INC | 7 | 4 | 0.06% | 0.86% | 1.99% | Q4 2020 | Q3 2023 | 11 |
RDFN | Redfin Corporation | 7 | 4 | 0.04% | 0.33% | 1.08% | Q4 2020 | Q3 2023 | 11 |
FSLY | FASTLY INC | 7 | 4 | 0.05% | 0.18% | 0.46% | Q4 2020 | Q3 2023 | 11 |
JPM | JPMORGAN CHASE & CO | 7 | 4 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 11 |
PCAR | PACCAR INC | 7 | 4 | 0.04% | 0.14% | 0.36% | Q4 2020 | Q3 2023 | 11 |
CLNN | PRI - Clene Inc | 11 | 11 | 0.02% | 0.13% | 0.35% | Q1 2021 | Q3 2023 | 11 |
PG | Procter & Gamble Co | 7 | 4 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
CAT | CATERPILLAR INC | 7 | 4 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
PEP | Pepsico Incorporated | 7 | 4 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 11 |
MCD | MCDONALDS CORP | 7 | 4 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
DE | DEERE & CO | 7 | 4 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 11 |
KO | Coca Cola COMpany | 7 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
IGF | ISHARES TR | 6 | 5 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
TT | TRANE TECHNOLOGIES PLC | 7 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
ABBV | ABBVIE INC | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
LMT | LOCKHEED MARTIN CORP | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
INTC | INTEL CORP | 7 | 4 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
BAC | Bank Of America Corp | 7 | 4 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
DLS | WISDOMTREE TR | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
AOS | SMITH A O CORP | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
NEE | NEXTERA ENERGY INC | 7 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
T | AT&T INC | 7 | 4 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
NKE | Nike Inc Class B | 7 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
DBX | Dropbox Inc Cl A | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
VO | Vanguard Mid-Cap ETF | 6 | 5 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
ORCL | Oracle Corporation | 7 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
MDLZ | Mondelez Intl Inc Cl A | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
CL | COLGATE PALMOLIVE CO | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
ECL | ECOLAB INC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
EMR | Emerson Electric Co | 7 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
AVGO | BroadCOM Limited | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
MMP | MAGELLAN MIDSTREAM PRT... | 11 | 11 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
ITW | Illinois Tool Works Inc | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CSCO | Cisco Systems Inc | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
AXP | American Express COMpany | 7 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
F | FORD MTR CO DEL | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.22% | 0.36% | 0.77% | Q2 2021 | Q3 2023 | 10 |
IEMG | ISHARES INC | 6 | 4 | 0.08% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 10 |
AMJ | JPMORGAN CHASE & CO | 10 | 10 | 0.12% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
AMLP | ALPS ETF TR | 10 | 10 | 0.05% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
VYM | VANGUARD WHITEHALL FDS | 10 | 10 | 0.03% | 0.08% | 0.17% | Q4 2020 | Q1 2023 | 10 |
ATHA | ATHIRA PHARMA INC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FB | META PLATFORMS INC | 7 | 3 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 10 |
DFUS | Dimensional U S Equity... | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
RTX | RAYTHEON TECHNOLOGIES ... | 7 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 10 |
IDEX | IDEANOMICS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
VT | Vanguard Total World S... | 9 | 9 | 0.12% | 0.70% | 2.43% | Q3 2021 | Q3 2023 | 9 |
IJH | ISHARES TR | 6 | 1 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 9 |
SHV | ISHARES TR | 6 | 3 | 0.03% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 9 |
BMY | BRISTOL-MYERS SQUIBB CO | 7 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 9 |
UPS | United Parcel SRVC Cla... | 7 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 9 |
PFE | Pfizer Incorporated | 7 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 9 |
ABT | ABBOTT LABS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 9 |
USB | US BANCORP DEL | 7 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
HON | HONEYWELL INTL INC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 9 |
SCHG | Schwab US Large Cap Gr... | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
ABNB | Airbnb Inc Class ... | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
UBER | UBER TECHNOLOGIES INC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 8 |
BRKA | Berkshire Hathaway Inc... | 7 | 7 | 0.08% | 0.52% | 3.16% | Q4 2020 | Q2 2022 | 7 |
IVW | ISHARES TR | 6 | 1 | 0.05% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 7 |
PTON | PELOTON INTERACTIVE INC | 7 | 7 | 0.15% | 0.31% | 0.56% | Q1 2022 | Q3 2023 | 7 |
REMITLY GLOBAL INC | 7 | 7 | 0.07% | 0.21% | 0.38% | Q1 2022 | Q3 2023 | 7 | |
WMT | Wal-Mart Stores Inc | 7 | 7 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
HD | Home Depot Inc | 7 | 7 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 7 |
NVDA | NVIDIA CORPORATION | 4 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 7 |
General Electric COMpany | 4 | 3 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 | |
MMM | 3M COMpany | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
DHR | DANAHER CORPORATION | 6 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 7 |
PGR | Progressive Corp Ohio | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
QCOM | QualCOMm Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
CBWA | COMmencement Bank | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
RNWK | Realnetworks Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
EPP | iShares MSCI Pacific E... | 6 | 6 | 0.43% | 0.49% | 0.52% | Q4 2020 | Q1 2022 | 6 |
VTEB | Vanguard Muni BND Tax ... | 6 | 6 | 0.16% | 0.35% | 0.53% | Q2 2022 | Q3 2023 | 6 |
1/100 Berkshire Htwy Cla | 6 | 6 | 0.27% | 0.30% | 0.34% | Q4 2020 | Q1 2022 | 6 | |
IEV | iShares S&P Europe 350 | 6 | 6 | 0.17% | 0.19% | 0.20% | Q4 2020 | Q1 2022 | 6 |
MDY | SPDR S&P Midcap 400 ETF | 6 | 6 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q1 2022 | 6 |
First Bancorp Inc | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q1 2022 | 6 | |
DIS | Walt Disney Hldg Co | 6 | 6 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q1 2022 | 6 |
VBK | Vanguard Small-Cap Gro... | 6 | 6 | 0.03% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
IWD | iShares Russell 1000 V... | 6 | 6 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q1 2022 | 6 |
ESS TECH INC | 4 | 2 | 0.06% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 6 | |
LIN | Linens N Things Inc | 6 | 6 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
VUG | Vanguard Growth ETF | 6 | 6 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 6 |
ACVA | Acv Auctions Inc Class... | 6 | 6 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 6 |
IWO | iShares Russell 2000 G... | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
WFC | Wells Fargo & Co (1998) | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
IJK | iShares S&P Mid-Cap 40... | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
UL | Unilever PLC Spons ADR | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
IWR | iShares Russell Mid-Ca... | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
VV | Vanguard Large-Cap ETF | 5 | 1 | 0.04% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 6 |
AVA | Avista Corporation | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
TMO | Thermo Fisher SCNTFC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
QQQ | Invesco QQQ Trust ETF | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
V | Visa Inc Class ... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
VIG | Vanguard Dividend Appr... | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
TXN | Texas Instruments Inc | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
EW | Edwards Lifesciences Cp | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
UNH | Unitedhealth GRP Inc | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SMG | Scotts Co Cl A | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
PYPL | Paypal Holdings Inco | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
ACN | Accenture | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
CSX | C S X Corp | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
CMCSA | COMcast Corporation Cl... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
PHILLIPS EDISON & CO INC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 | |
ADBE | Adobe Systems Inc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
VZ | Verizon COMmunication | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 6 |
MDT | Medtronic PLC F | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
XLY | Consumer Discret Sel S... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
LUMN | CenturyLink Inc | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
TEF | Telefonica Spon Adr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Venture Finl Group (NV) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 | |
LATF | Latteno Food Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
DEO | Diageo Plc New Adr | 5 | 5 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q4 2021 | 5 |
NSRGY | Nestle Sa Spons Adr | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2021 | 5 |
SNOW | Snowflake Inc Class ... | 3 | 2 | 0.03% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 5 |
VGT | VANGUARD WORLD FDS | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
IBM | IBM Corp | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BABA | Alibaba Group HLDG ... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
COLB | Columbia Banking SYS | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 5 |
ALLE | Allegion PLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
GMDA | Gamida-Cell Ltd. | 4 | 4 | 0.13% | 0.22% | 0.35% | Q2 2021 | Q1 2022 | 4 |
CMA | Comerica Incorporated | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
VCLT | Vanguard Long-Term Cor... | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AMAT | Applied Materials | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
MA | Mastercard Inc Class ... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 4 |
KMB | Kimberly-Clark Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
PNC | PNC Financial Services... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
PINS | Pinterest Inc CL A | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 4 |
MINT | PIMCO Enhanced Short M... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
PLANET LABS PBC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
Westside Fed Svgs & Ln... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 | |
BILL | BILL HOLDINGS INC | 3 | 3 | 0.47% | 0.58% | 0.64% | Q1 2023 | Q3 2023 | 3 |
GETTY IMAGES HOLDINGS INC | 3 | 3 | 0.28% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 | |
PROCEPT BIOROBOTICS CORP | 3 | 3 | 0.10% | 0.32% | 0.52% | Q2 2022 | Q4 2022 | 3 | |
SUSA | iShares MSCI USA ESG S... | 2 | 1 | 0.24% | 0.26% | 0.27% | Q2 2021 | Q1 2022 | 3 |
ALK | Alaska Air Group Inc De | 3 | 3 | 0.22% | 0.25% | 0.27% | Q3 2021 | Q1 2022 | 3 |
COP | Phillips Petroleum Coxxx | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
BKH | Black Hills Corp | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
PSX | Phillips 66 | 3 | 3 | 0.10% | 0.12% | 0.12% | Q3 2021 | Q1 2022 | 3 |
MO | Altria Group, Inc | 3 | 3 | 0.06% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Evolv Technologies, Inc. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 | |
DIA | SPDR Dow Jones Industr... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
IRM | Iron Mountain Inc REIT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
JEPI | J P MORGAN EXCHANGE TR... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
CCB | COASTAL FINL CORP WA | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 3 |
ETN | Eaton Corporation | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
DD | DuPont De Nemours Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
IJT | iShares S&P SMLL Cap 6... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
XLK | Technology Select Sect... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
DOV | Dover Corporation | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Ivanhoe Mines LTD F | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 | |
CRTPF | CARDIOL THERAPEUTICS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Orla Mining LTD New F | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 | |
SFOR | Strikeforce Tech | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PUDA | Puda Coal Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
IAU | iShares Gold ETF | 2 | 2 | 0.22% | 0.25% | 0.27% | Q4 2020 | Q1 2021 | 2 |
AVLR | Avalara Inc | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Grayscale Bitcoin TR | 2 | 2 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q1 2021 | 2 | |
SNAP | Snap Inc Class ... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
HYG | iShares iBoxx High Yie... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
ZROZ | PIMCO ETF TR | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MRK | Merck & Co Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
GE | General Electric COMpany | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
DBEF | Deutsche X-Trackers MS... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
HNDL | Stratgy Shars Nasdaq 7... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Siteminder LTD Ordf | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2022 | Q3 2022 | 2 | |
GNR | SPDR S&P Global Natura... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
PI | IMPINJ INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
RDSA | Royal Dutch Shell A Adrf | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Minerva Surgical Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 | |
BP | BP PLC ... | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
FDX | FedEx Corporation | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
TSM | Taiwan Semiconductr ... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
LAZ | Lazard Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ISRG | Intuitive Surgical | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
UNP | Union Pacific Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ATVI | Activision Blizzard | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
NEM | Newmont Mining Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
PSA | Public Storage Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
VNO | Vornado Realty TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
PLD | ProLogis Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
DNP | DNP Select InCOMe Fund... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
TELL | TELLURIAN INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
GS | Goldman Sachs Group | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
EFG | iShares MSCI EAFE Grow... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SGOV | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
RBB FD INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 | |
NUMG | Nuveen ESG Mid-Cap Gro... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SCHD | Schwab US Dividend Equ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SUB | iShares Short-Term Na... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GQRE | FLEXSHARES GLOBAL QUALITY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
EXC | Exelon Corporation | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
NSC | Norfolk Southern Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NOBL | Noble International Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ZTS | Zoetis Inc Class ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MOAT | VanEck Morningstar Wid... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
RBLX | Roblox Corp Class ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CLF | Cliffs Natural Resourc... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OTIS | Otis Worldwide Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PANW | Palo Alto Networks Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DOW | Dow Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SHW | Sherwin Williams Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CRM | Salesforce Com | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
IR | Ingersoll-Rand PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RWO | SPDR Dow Jone Global R... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LHX | L3 Harris Technologies... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
IEF | iShares Lehman 7-10 Yr... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AMT | American Tower Corp REIT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Asml HLDGS NV Ordf | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 | |
Wuxi Biologics Cay Ordf | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
Griffin American Healt... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
ABML | American Battery Metals | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVOK | Evoke Pharma Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, Vanguard Total Stock Market ETF, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of Laird Norton Wetherby Trust Company, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Laird Norton Wetherby Trust Company, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Laird Norton Wetherby Trust Company, LLC owns currently or has owned in the past.