$1.07 Billion is the total value of Laird Norton Wetherby Trust Company, LLC's 198 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABNB | New | Airbnb Inc Class A | $1,215,000 | – | 7,302 | +100.0% | 0.11% | – |
| ACVA | New | Acv Auctions Inc Class A | $1,064,000 | – | 56,493 | +100.0% | 0.10% | – |
| NUMG | New | Nuveen ESG Mid-Cap Growth ETF | $523,000 | – | 10,637 | +100.0% | 0.05% | – |
| VGT | New | Vanguard Information Technology ETFetf | $517,000 | – | 1,130 | +100.0% | 0.05% | – |
| NSC | New | Norfolk Southern Co | $321,000 | – | 1,080 | +100.0% | 0.03% | – |
| ZTS | New | Zoetis Inc Class A | $293,000 | – | 1,201 | +100.0% | 0.03% | – |
| CCB | New | Coastal Financial Corp (NV) | $253,000 | – | 5,000 | +100.0% | 0.02% | – |
| RBLX | New | Roblox Corp Class A | $245,000 | – | 2,381 | +100.0% | 0.02% | – |
| OTIS | New | Otis Worldwide Corp | $245,000 | – | 2,814 | +100.0% | 0.02% | – |
| SHW | New | Sherwin Williams Co | $232,000 | – | 659 | +100.0% | 0.02% | – |
| UNP | New | Union Pacific Corp | $222,000 | – | 884 | +100.0% | 0.02% | – |
| PSA | New | Public Storage Inc | $225,000 | – | 602 | +100.0% | 0.02% | – |
| NEM | New | Newmont Mining Corp | $213,000 | – | 3,441 | +100.0% | 0.02% | – |
| PGR | New | Progressive Corp Ohio | $215,000 | – | 2,103 | +100.0% | 0.02% | – |
| IR | New | Ingersoll-Rand PLC | $210,000 | – | 3,398 | +100.0% | 0.02% | – |
| New | Asml HLDGS NV Ordf | $201,000 | – | 251 | +100.0% | 0.02% | – | |
| PLD | New | ProLogis Trust | $204,000 | – | 1,213 | +100.0% | 0.02% | – |
| RWO | New | SPDR Dow Jone Global Real Est ETF IVetf | $205,000 | – | 3,635 | +100.0% | 0.02% | – |
| New | Wuxi Biologics Cay Ordf | $124,000 | – | 10,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
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 | 2024-05-15 |
| 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 |
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.