$958 Million is the total value of Laird Norton Wetherby Trust Company, LLC's 168 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | Microsoft Corp | $305,152,000 | +16.9% | 1,126,438 | -3.9% | 31.85% | +10.9% |
| VTI | Buy | Vanguard Total Stock Market ETFetf | $143,969,000 | +11.9% | 646,125 | +3.6% | 15.03% | +6.1% |
| VEU | Buy | Vanguard FTSE All World Ex US ETFetf | $120,395,000 | +6.1% | 1,899,285 | +1.5% | 12.57% | +0.6% |
| IWB | Sell | iShares Russell 1000 ETFetf | $48,502,000 | -7.4% | 200,356 | -18.7% | 5.06% | -12.2% |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFetf | $34,964,000 | +4.4% | 643,786 | -0.6% | 3.65% | -1.0% |
| IWV | Sell | iShares Russell 3000 ETFetf | $20,418,000 | +11.5% | 79,789 | -0.9% | 2.13% | +5.7% |
| Z | Sell | Zillow Group Inc | $19,253,000 | -43.8% | 157,535 | -40.4% | 2.01% | -46.7% |
| DOCU | Sell | Docusign Inc | $19,060,000 | +19.3% | 68,177 | -11.6% | 1.99% | +13.1% |
| AMZN | Sell | Amazon COM Inc | $17,575,000 | +6.1% | 5,109 | -0.0% | 1.83% | +0.6% |
| PHYS | Buy | Sprott Physical Gold ETV | $16,326,000 | +5.3% | 1,163,716 | +0.6% | 1.70% | -0.2% |
| EFA | Sell | iShares MSCI EAFE ETFetf | $13,900,000 | +4.9% | 176,221 | -0.9% | 1.45% | -0.5% |
| VOO | Buy | Vanguard S&P 500 Etfetf | $11,145,000 | +19.8% | 28,323 | +4.6% | 1.16% | +13.6% |
| ZG | Sell | Zillow Group Inc Class A | $10,007,000 | -47.5% | 81,671 | -43.7% | 1.04% | -50.2% |
| BND | Sell | Vanguard Total Bond Market ETFetf | $7,526,000 | -7.1% | 87,626 | -7.9% | 0.79% | -11.9% |
| AAPL | Sell | Apple Inc | $7,459,000 | -0.3% | 54,466 | -3.6% | 0.78% | -5.3% |
| WY | Sell | Weyerhaeuser Co REIT | $6,620,000 | +0.2% | 192,345 | -2.2% | 0.69% | -5.0% |
| XOM | Sell | Exxon Mobil Corp | $6,393,000 | +14.5% | 101,352 | -24.7% | 0.67% | +8.5% |
| VNQ | Sell | Vanguard REIT ETFetf | $6,196,000 | +10.4% | 60,873 | -1.1% | 0.65% | +4.7% |
| DBC | Sell | Invesco DB COMmodity Index Tracking Fundetf | $6,151,000 | +15.4% | 319,555 | -0.4% | 0.64% | +9.4% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFetf | $5,136,000 | -22.1% | 99,699 | -25.8% | 0.54% | -26.2% |
| EPP | iShares MSCI Pacific Ex Jpnetf | $5,023,000 | +8.0% | 97,150 | 0.0% | 0.52% | +2.3% | |
| SBUX | Sell | Starbucks Corp | $4,508,000 | -2.3% | 40,318 | -6.5% | 0.47% | -7.3% |
| RDFN | Sell | Redfin Corporation | $4,438,000 | -53.6% | 70,000 | -49.8% | 0.46% | -56.0% |
| IVV | Buy | iShares Core S&P 500 ETFetf | $4,008,000 | +43.1% | 9,323 | +24.9% | 0.42% | +35.7% |
| IVW | Buy | iShares S&P 500 Growth ETF IVetf | $3,911,000 | +17.4% | 53,777 | +3.0% | 0.41% | +11.2% |
| VNQI | Buy | Vanguard Global Ex US Real Estate ETFetf | $3,818,000 | +8.5% | 65,433 | +3.6% | 0.40% | +3.1% |
| IWF | Sell | iShares Russell 1000 Growthetf | $3,712,000 | +11.8% | 13,675 | -0.7% | 0.39% | +5.7% |
| LLY | Sell | Eli Lilly & COMpany | $3,618,000 | +22.9% | 15,764 | -0.5% | 0.38% | +16.7% |
| GMDA | New | Gamida-Cell Ltd. | $3,391,000 | – | 529,103 | +100.0% | 0.35% | – |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETFetf | $2,984,000 | +10.1% | 44,550 | +1.9% | 0.31% | +4.4% |
| 1/100 Berkshire Htwy Cla | $2,930,000 | +20.4% | 700 | 0.0% | 0.31% | +14.2% | ||
| CLNN | Clene Inc | $2,805,000 | -12.0% | 249,561 | 0.0% | 0.29% | -16.5% | |
| SPY | Buy | SPDR S&P 500 ETF IVetf | $2,767,000 | +18.6% | 6,462 | +4.5% | 0.29% | +12.5% |
| FSLY | Sell | Fastly Inc | $2,616,000 | -35.4% | 43,895 | -5.4% | 0.27% | -38.8% |
| SUSA | New | iShares MSCI USA ESG Select ETFetf | $2,585,000 | – | 27,064 | +100.0% | 0.27% | – |
| IWM | Sell | iShares Russell 2000 ETFetf | $2,224,000 | -3.2% | 9,699 | -16.3% | 0.23% | -8.3% |
| IAU | New | iShares Gold ETFetf | $2,205,000 | – | 65,440 | +100.0% | 0.23% | – |
| AGG | Sell | iShares Barclays Aggregate Bondetf | $2,039,000 | -60.4% | 17,682 | -59.4% | 0.21% | -62.4% |
| JPM | Sell | JPMorgan Chase & Co | $1,987,000 | +13.5% | 12,776 | -7.1% | 0.21% | +7.3% |
| BRKB | Sell | Berkshire Hathaway Class B | $1,967,000 | +14.2% | 7,078 | -3.8% | 0.20% | +7.9% |
| IEV | iShares S&P Europe 350etf | $1,932,000 | +11.2% | 36,255 | 0.0% | 0.20% | +5.8% | |
| VXUS | Vanguard Total International Stock ETFetf | $1,913,000 | +4.8% | 29,135 | 0.0% | 0.20% | -0.5% | |
| GUNR | Sell | FlexShares Upstream Natural Resources Index ETFetf | $1,868,000 | -5.1% | 48,803 | -11.5% | 0.20% | -10.1% |
| DEO | Buy | Diageo Plc New Adr | $1,600,000 | +30.7% | 8,347 | +8.3% | 0.17% | +23.7% |
| MDY | Sell | SPDR S&P Midcap 400 ETFetf | $1,584,000 | +3.9% | 3,228 | -11.1% | 0.16% | -1.8% |
| TSLA | Buy | Tesla Motors Inc | $1,566,000 | -0.9% | 2,304 | +0.6% | 0.16% | -6.3% |
| JNJ | Sell | Johnson & Johnson | $1,503,000 | -11.8% | 9,126 | -15.3% | 0.16% | -16.5% |
| IJH | Buy | iShares Core S&P Midcapetf | $1,487,000 | +60.1% | 5,535 | +36.8% | 0.16% | +52.0% |
| COST | Sell | Costco Wholesale Co | $1,430,000 | -4.9% | 3,615 | -9.9% | 0.15% | -10.2% |
| First Bancorp Inc | $1,386,000 | +0.6% | 3,741 | 0.0% | 0.14% | -4.6% | ||
| EEM | Sell | iShares MSCI Emerging Markets ETFetf | $1,240,000 | -20.6% | 22,492 | -23.9% | 0.13% | -25.0% |
| GOOGL | Sell | Alphabet Inc. Class A | $1,186,000 | +17.1% | 486 | -9.3% | 0.12% | +10.7% |
| AMJ | New | JP Morgan Chase Alerian ETNetf | $1,107,000 | – | 56,380 | +100.0% | 0.12% | – |
| VTV | Buy | Vanguard Value ETFetf | $1,057,000 | +7.2% | 7,697 | +0.0% | 0.11% | +0.9% |
| IWD | iShares Russell 1000 Valueetf | $1,049,000 | +16.0% | 6,617 | 0.0% | 0.11% | +9.0% | |
| VUG | Buy | Vanguard Growth ETFetf | $1,036,000 | +64.7% | 3,613 | +45.3% | 0.11% | +56.5% |
| PEP | Sell | Pepsico Incorporated | $1,028,000 | -17.5% | 6,939 | -17.5% | 0.11% | -21.9% |
| DIS | Sell | Walt Disney Co | $1,022,000 | -25.4% | 5,815 | -23.1% | 0.11% | -29.1% |
| BA | Sell | Boeing Co | $1,011,000 | -5.1% | 4,224 | -11.9% | 0.11% | -9.4% |
| CVX | Sell | Chevron Corporation | $1,020,000 | +8.7% | 9,740 | -10.5% | 0.11% | +2.9% |
| PG | Sell | Procter & Gamble | $978,000 | -25.5% | 7,251 | -23.2% | 0.10% | -29.7% |
| LIN | Sell | Linens N Things Inc | $870,000 | +5.8% | 3,011 | -3.6% | 0.09% | +1.1% |
| DE | Buy | Deere & Co | $873,000 | +57.3% | 2,475 | +19.9% | 0.09% | +49.2% |
| BRKA | Berkshire Hathaway Cl A | $837,000 | +20.4% | 2 | 0.0% | 0.09% | +13.0% | |
| TT | Sell | Trane Inc | $834,000 | +26.6% | 4,534 | -0.3% | 0.09% | +19.2% |
| NSRGY | Nestle Sa Spons Adr | $826,000 | +5.9% | 6,625 | 0.0% | 0.09% | 0.0% | |
| MCD | Sell | MC Donalds Corp | $822,000 | -22.3% | 3,560 | -27.8% | 0.09% | -25.9% |
| WFC | Buy | Wells Fargo BK N A | $803,000 | +81.7% | 17,747 | +21.1% | 0.08% | +71.4% |
| CAT | Sell | Caterpillar Inc | $808,000 | +14.9% | 3,715 | -3.5% | 0.08% | +9.1% |
| IWO | Sell | iShares Russell 2000 Growthetf | $776,000 | +1.7% | 2,492 | -6.4% | 0.08% | -3.6% |
| IJK | Buy | iShares S&P Mid-Cap 400 Growth ETFetf | $746,000 | +21.9% | 9,226 | +8.8% | 0.08% | +16.4% |
| VB | Buy | Vanguard Small Cap ETF IVetf | $722,000 | +26.0% | 3,205 | +8.8% | 0.08% | +19.0% |
| INTC | Sell | Intel Corp | $712,000 | -3.3% | 12,687 | -14.2% | 0.07% | -8.6% |
| GOOG | Sell | Alphabet Inc. Class C | $694,000 | +18.0% | 277 | -16.3% | 0.07% | +10.8% |
| UL | Buy | Unilever PLC Spons ADR | $657,000 | +5.3% | 11,242 | +8.7% | 0.07% | 0.0% |
| BAC | Sell | Bank Of America Corp | $622,000 | +17.4% | 15,106 | -13.2% | 0.06% | +12.1% |
| WMT | Sell | Wal-Mart Stores Inc | $590,000 | -32.7% | 4,187 | -31.2% | 0.06% | -36.1% |
| FB | Sell | Facebook Inc Class A | $584,000 | -17.7% | 1,682 | -34.4% | 0.06% | -21.8% |
| VYM | Vangaurd High Yield Dividend ETFetf | $587,000 | +14.4% | 5,609 | 0.0% | 0.06% | +8.9% | |
| IWR | Sell | iShares Russell Mid-Cap ETFetf | $572,000 | +9.0% | 7,221 | -5.9% | 0.06% | +3.4% |
| BMY | Sell | Bristol-Myers Squibb Co | $566,000 | -6.6% | 8,476 | -13.2% | 0.06% | -11.9% |
| KO | Sell | Coca Cola COMpany | $564,000 | -19.2% | 10,419 | -18.3% | 0.06% | -23.4% |
| T | Sell | A T & T Inc | $541,000 | -7.4% | 18,814 | -7.1% | 0.06% | -12.5% |
| DLS | Sell | WisdomTree International Small-Cap Dividend | $539,000 | +8.7% | 7,221 | -0.9% | 0.06% | +1.8% |
| SPDW | Sell | SPDR Portfolio Developed World ex-US ETFetf | $514,000 | +8.4% | 13,997 | -0.4% | 0.05% | +3.8% |
| LMT | Sell | Lockheed Martin Corp | $510,000 | +0.6% | 1,350 | -5.5% | 0.05% | -5.4% |
| QQQ | Buy | Invesco QQQ Trust ETFetf | $503,000 | +14.6% | 1,421 | +1.4% | 0.05% | +10.4% |
| AOS | Sell | Smith A O | $504,000 | +22.6% | 7,000 | -6.7% | 0.05% | +17.8% |
| HD | Sell | Home Depot Inc | $492,000 | +15.0% | 1,545 | -4.3% | 0.05% | +8.5% |
| NKE | Sell | Nike Inc Class B | $481,000 | +2.1% | 3,115 | -6.6% | 0.05% | -3.8% |
| ABBV | Sell | Abbvie Inc | $480,000 | -19.2% | 4,266 | -23.1% | 0.05% | -23.1% |
| NEE | Sell | Nextera Energy Inc | $471,000 | -27.3% | 6,434 | -23.5% | 0.05% | -31.0% |
| VIG | Buy | Vanguard Dividend Apprec ETFetf | $464,000 | +10.5% | 3,002 | +0.8% | 0.05% | +4.3% |
| AMLP | New | Alerian MLP ETFetf | $457,000 | – | 12,568 | +100.0% | 0.05% | – |
| DBX | Dropbox Inc Cl A | $444,000 | +36.6% | 14,678 | 0.0% | 0.05% | +27.8% | |
| IBM | Sell | IBM Corp | $437,000 | +7.6% | 2,984 | -7.0% | 0.05% | +2.2% |
| New | General Electric COMpany | $439,000 | – | 32,666 | +100.0% | 0.05% | – | |
| TMO | Sell | Thermo Fisher SCNTFC | $431,000 | +5.4% | 855 | -2.7% | 0.04% | 0.0% |
| PCAR | Sell | Paccar Inc | $433,000 | -6.9% | 4,856 | -9.9% | 0.04% | -11.8% |
| PYPL | Buy | Paypal Holdings Inco | $425,000 | +29.6% | 1,459 | +4.0% | 0.04% | +22.2% |
| CL | Sell | Colgate-Palmolive Co | $422,000 | -9.2% | 5,195 | -4.5% | 0.04% | -13.7% |
| ADP | Sell | Auto Data Processing | $410,000 | -3.8% | 2,065 | -14.2% | 0.04% | -8.5% |
| AVA | Sell | Avista Corporation | $404,000 | -41.7% | 9,477 | -45.2% | 0.04% | -44.7% |
| MMM | Sell | 3M COMpany | $405,000 | -5.6% | 2,039 | -17.0% | 0.04% | -10.6% |
| BABA | Buy | Alibaba Group HLDG F ADR | $397,000 | +0.5% | 1,754 | +0.7% | 0.04% | -4.7% |
| EMR | Sell | Emerson Electric Co | $391,000 | +16.0% | 4,067 | -3.0% | 0.04% | +10.8% |
| NVDA | New | Nvidia Corp | $387,000 | – | 484 | +100.0% | 0.04% | – |
| SMG | Scotts Co Cl A | $383,000 | -3.8% | 2,000 | 0.0% | 0.04% | -9.1% | |
| EW | Sell | Edwards Lifesciences | $378,000 | +12.2% | 3,651 | -1.7% | 0.04% | +5.4% |
| V | Sell | Visa Inc Class A | $365,000 | -35.7% | 1,565 | -39.8% | 0.04% | -39.7% |
| VCLT | New | Vanguard Long-Term Corporate Bond ETFetf | $365,000 | – | 3,415 | +100.0% | 0.04% | – |
| SHV | Sell | iShares Short Treasury Bond ETFetf | $356,000 | -52.0% | 3,225 | -51.9% | 0.04% | -54.9% |
| UPS | Buy | United Parcel Service B | $359,000 | +23.8% | 1,731 | +0.2% | 0.04% | +15.6% |
| TXN | Sell | Texas Instruments Inc | $351,000 | -18.8% | 1,830 | -30.6% | 0.04% | -22.9% |
| COLB | New | Columbia Banking SYS | $341,000 | – | 8,850 | +100.0% | 0.04% | – |
| MUB | Sell | iShares S&P National AMT-Free Municipal Bondetf | $345,000 | -52.1% | 2,947 | -52.1% | 0.04% | -54.4% |
| MDLZ | Sell | Mondelez Intl Class A | $337,000 | +5.3% | 5,399 | -1.6% | 0.04% | 0.0% |
| USB | Sell | U S Bancorp Del | $320,000 | +12.3% | 5,632 | -8.2% | 0.03% | +6.5% |
| ECL | Sell | Ecolab Inc | $313,000 | -32.8% | 1,524 | -29.2% | 0.03% | -35.3% |
| CSX | Buy | C S X Corp | $311,000 | 0.0% | 9,720 | +182.8% | 0.03% | -5.9% |
| AXP | Sell | American Express Co | $302,000 | +36.0% | 1,832 | -0.4% | 0.03% | +33.3% |
| DHR | Sell | Danaher Corp Del | $298,000 | +7.6% | 1,111 | -11.0% | 0.03% | +3.3% |
| ORCL | Sell | Oracle Corporation | $279,000 | -1.1% | 3,586 | -18.0% | 0.03% | -6.5% |
| UBER | Sell | Uber Technologies Inc | $266,000 | -7.6% | 5,309 | -0.1% | 0.03% | -12.5% |
| CSCO | Sell | Cisco Systems Inc | $272,000 | -25.7% | 5,141 | -35.9% | 0.03% | -30.0% |
| RTX | Sell | Raytheon Technologies Corp | $259,000 | -10.4% | 3,037 | -24.8% | 0.03% | -15.6% |
| ACN | Sell | Accenture | $257,000 | -16.8% | 873 | -26.4% | 0.03% | -20.6% |
| MDT | Buy | Medtronic PLC F | $262,000 | +18.0% | 2,114 | +11.5% | 0.03% | +12.5% |
| F | Buy | Ford Motor COMpany | $263,000 | +69.7% | 17,765 | +0.4% | 0.03% | +58.8% |
| HON | Sell | Honeywell Intl Inc | $260,000 | -8.1% | 1,189 | -10.8% | 0.03% | -12.9% |
| ITW | Sell | Illinois Tool Works Inc | $261,000 | -1.5% | 1,170 | -10.2% | 0.03% | -6.9% |
| CBWA | COMmencement Bank | $250,000 | +21.4% | 18,150 | 0.0% | 0.03% | +13.0% | |
| GLD | SPDR Gold Shares ETFetf | $247,000 | +3.3% | 1,495 | 0.0% | 0.03% | 0.0% | |
| PINS | New | Pinterest Inc CL A | $250,000 | – | 3,177 | +100.0% | 0.03% | – |
| MMP | Buy | Magellan Midstream Partners LP | $250,000 | +20.8% | 5,124 | +4.6% | 0.03% | +13.0% |
| KMB | Buy | Kimberly-Clark Corp | $251,000 | +11.6% | 1,876 | +13.4% | 0.03% | +4.0% |
| DFUS | New | DFA Tax-Managed US Eqetf | $249,000 | – | 5,291 | +100.0% | 0.03% | – |
| UNH | Sell | Unitedhealth GRP Inc | $241,000 | -38.2% | 602 | -45.7% | 0.02% | -41.9% |
| CMCSA | Sell | COMcast Corporation Class A | $244,000 | -18.4% | 4,293 | -24.7% | 0.02% | -24.2% |
| ALLE | Sell | Allegion PLC | $239,000 | +19.5% | 1,716 | -0.2% | 0.02% | +13.6% |
| VO | Sell | Vanguard Mid-Cap ETFetf | $243,000 | +14.1% | 1,024 | -0.9% | 0.02% | +8.7% |
| AVGO | Sell | BroadCOM Limited | $230,000 | -12.5% | 484 | -17.1% | 0.02% | -17.2% |
| ABT | Sell | Abbott Laboratories | $231,000 | -41.1% | 1,996 | -44.3% | 0.02% | -44.2% |
| XLY | Consumer Discret Sel Sect SPDR ETFetf | $232,000 | +11.0% | 1,300 | 0.0% | 0.02% | +4.3% | |
| SCHG | Schwab US Large Cap Growth ETFetf | $233,000 | +12.6% | 1,600 | 0.0% | 0.02% | +4.3% | |
| PFE | Sell | Pfizer Incorporated | $231,000 | -6.5% | 5,903 | -12.4% | 0.02% | -11.1% |
| ADBE | Sell | Adobe Systems Inc | $229,000 | +2.2% | 392 | -12.9% | 0.02% | -4.0% |
| DD | New | DuPont De Nemours Inc | $226,000 | – | 2,922 | +100.0% | 0.02% | – |
| LUMN | Sell | CenturyLink Inc | $222,000 | +34.5% | 16,337 | -3.6% | 0.02% | +27.8% |
| IJT | New | iShares S&P SMLL Cap 600 GRTH ETF IVetf | $218,000 | – | 1,645 | +100.0% | 0.02% | – |
| IGF | Sell | iShares Global Infrastructure ETFetf | $207,000 | -25.5% | 4,562 | -28.3% | 0.02% | -29.0% |
| AMAT | New | Applied Materials | $213,000 | – | 1,500 | +100.0% | 0.02% | – |
| PNC | New | PNC Financial Services Group | $214,000 | – | 1,127 | +100.0% | 0.02% | – |
| QCOM | Buy | QualCOMm Inc | $211,000 | -5.4% | 1,477 | +0.8% | 0.02% | -12.0% |
| MINT | PIMCO Enhanced Short Maturity Active ETFetf | $200,000 | 0.0% | 1,970 | 0.0% | 0.02% | -4.5% | |
| XLK | New | Technology Select Sector SPDR ETFetf | $202,000 | – | 1,370 | +100.0% | 0.02% | – |
| RNWK | Realnetworks Inc | $158,000 | +50.5% | 67,946 | 0.0% | 0.02% | +33.3% | |
| Sell | Ivanhoe Mines LTD F | $122,000 | -31.8% | 17,000 | -51.4% | 0.01% | -35.0% | |
| TEF | Buy | Telefonica Spon Adr | $111,000 | +16.8% | 23,640 | +0.1% | 0.01% | +20.0% |
| ATHA | New | Athira Pharma Inc | $102,000 | – | 10,000 | +100.0% | 0.01% | – |
| EXK | Endeavour Silver Co F | $61,000 | +24.5% | 10,000 | 0.0% | 0.01% | +20.0% | |
| Orla Mining LTD New F | $41,000 | +10.8% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| IDEX | Ideanomics Inc | $33,000 | -2.9% | 11,838 | 0.0% | 0.00% | -25.0% | |
| Westside Fed Svgs & Ln Assn (NV) | $0 | – | 14,696 | 0.0% | 0.00% | – | ||
| Venture Finl Group (NV) | $0 | – | 38,232 | 0.0% | 0.00% | – | ||
| LATF | Sell | Latteno Food Corp | $0 | – | 40,000 | -50.0% | 0.00% | – |
| PUDA | Puda Coal Inc | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| SFOR | Strikeforce Tech | $4,000 | -50.0% | 83,000 | 0.0% | 0.00% | -100.0% | |
| ATVI | Exit | Activision Blizzard | $0 | – | -2,200 | -100.0% | -0.02% | – |
| LAZ | Exit | Lazard Ltd | $0 | – | -5,000 | -100.0% | -0.02% | – |
| FDX | Exit | Fedex Corporation | $0 | – | -889 | -100.0% | -0.02% | – |
| VZ | Exit | Verizon COMmunication | $0 | – | -4,107 | -100.0% | -0.03% | – |
| MA | Exit | Mastercard Inc Class A | $0 | – | -746 | -100.0% | -0.03% | – |
| RDSA | Exit | Royal Dutch Shell A Adrf | $0 | – | -8,000 | -100.0% | -0.03% | – |
| GE | Exit | General Electric COMpany | $0 | – | -34,332 | -100.0% | -0.04% | – |
| MRK | Exit | Merck & Co Inc | $0 | – | -6,435 | -100.0% | -0.06% | – |
| SNAP | Exit | Snap Inc Class A | $0 | – | -15,079 | -100.0% | -0.09% | – |
| Exit | Grayscale Bitcoin TRetf | $0 | – | -24,684 | -100.0% | -0.14% | – | |
| AVLR | Exit | Avalara Inc | $0 | – | -10,437 | -100.0% | -0.19% | – |
| IAU | Exit | iShares Gold ETFetf | $0 | – | -125,816 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-09
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.