$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SFOR | Exit | Strikeforce Tech | $0 | – | -83,000 | -100.0% | -0.00% | – |
| DNP | Exit | DNP Select InCOMe Fund Inc | $0 | – | -16,000 | -100.0% | -0.02% | – |
| MINT | Exit | PIMCO Enhanced Short Maturity Active ETFetf | $0 | – | -1,970 | -100.0% | -0.02% | – |
| DOW | Exit | Dow Inc | $0 | – | -3,706 | -100.0% | -0.02% | – |
| PINS | Exit | Pinterest Inc CL A | $0 | – | -4,253 | -100.0% | -0.02% | – |
| EXC | Exit | Exelon Corporation | $0 | – | -6,328 | -100.0% | -0.03% | – |
| GQRE | Exit | FLEXSHARES GLOBAL QUALITY | $0 | – | -4,800 | -100.0% | -0.03% | – |
| SUSA | Exit | iShares MSCI USA ESG Select ETFetf | $0 | – | -27,064 | -100.0% | -0.26% | – |
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.