The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 370 | 1,942 | SH | SOLE | 1,540 | 0 | 402 | ||
ABBOTT LABS | COM | 002824100 | 290 | 4,004 | SH | SOLE | 3,531 | 0 | 473 | ||
ABBVIE INC | COM | 00287Y109 | 362 | 3,924 | SH | SOLE | 3,549 | 0 | 375 | ||
ADOBE INC | COM | 00724F101 | 293 | 1,294 | SH | SOLE | 1,283 | 0 | 11 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,109 | 2,975 | SH | SOLE | 2,308 | 0 | 667 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,677 | 2,585 | SH | SOLE | 2,150 | 0 | 435 | ||
ALTRIA GROUP INC | COM | 02209S103 | 227 | 4,590 | SH | SOLE | 3,938 | 0 | 652 | ||
AMAZON INC | COM | 023135106 | 32,108 | 21,377 | SH | SOLE | 13,021 | 0 | 8,356 | ||
AMGEN INC | COM | 031162100 | 574 | 2,951 | SH | SOLE | 1,528 | 0 | 1,423 | ||
APPLE INC | COM | 037833100 | 6,083 | 38,563 | SH | SOLE | 31,016 | 0 | 7,547 | ||
APPTIO INC | CL A | 03835C108 | 2,482 | 65,388 | SH | SOLE | 30,000 | 0 | 35,388 | ||
AT&T INC | COM | 00206R102 | 609 | 21,352 | SH | SOLE | 15,486 | 0 | 5,866 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 224 | 1,710 | SH | SOLE | 1,690 | 0 | 20 | ||
AVALARA INC | COM | 05338G106 | 2,723 | 87,405 | SH | SOLE | 0 | 0 | 87,405 | ||
BANK AMER CORP | COM | 060505104 | 842 | 34,155 | SH | SOLE | 19,292 | 0 | 14,863 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 2,448 | 8 | SH | SOLE | 0 | 0 | 8 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,109 | 5,430 | SH | SOLE | 3,764 | 0 | 1,666 | ||
BOEING CO | COM | 097023105 | 789 | 2,446 | SH | SOLE | 2,197 | 0 | 249 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 201 | 3,861 | SH | SOLE | 3,812 | 0 | 49 | ||
BROAD INC | COM | 11135F101 | 207 | 816 | SH | SOLE | 712 | 0 | 104 | ||
COMCAST CORP NEW | CL A | 20030N101 | 415 | 12,196 | SH | SOLE | 10,608 | 0 | 1,588 | ||
CHEVRON CORP NEW | COM | 166764100 | 601 | 5,526 | SH | SOLE | 4,996 | 0 | 530 | ||
CHUBB LIMITED | COM | H1467J104 | 280 | 2,165 | SH | SOLE | 1,877 | 0 | 288 | ||
CIGNA CORP NEW | COM | 125523100 | 219 | 1,153 | SH | SOLE | 1,092 | 0 | 61 | ||
CISCO SYS INC | COM | 17275R102 | 533 | 12,296 | SH | SOLE | 11,003 | 0 | 1,293 | ||
CITIGROUP INC | COM NEW | 172967424 | 349 | 6,713 | SH | SOLE | 5,957 | 0 | 756 | ||
CMS ENERGY CORP | COM | 125896100 | 296 | 5,965 | SH | SOLE | 778 | 0 | 5,187 | ||
COCA COLA CO | COM | 191216100 | 764 | 16,130 | SH | SOLE | 8,076 | 0 | 8,054 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,055 | 5,178 | SH | SOLE | 4,238 | 0 | 940 | ||
DANAHER CORP DEL | COM | 235851102 | 206 | 1,996 | SH | SOLE | 1,715 | 0 | 281 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 690 | 6,295 | SH | SOLE | 3,848 | 0 | 2,447 | ||
DOWDUPONT INC | COM | 26078J100 | 313 | 5,862 | SH | SOLE | 5,815 | 0 | 47 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 1,270 | 10,460 | SH | SOLE | 10,460 | 0 | 0 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 251 | 3,683 | SH | SOLE | 482 | 0 | 3,201 | ||
EXXON MOBIL CORP | COM | 30231G102 | 637 | 9,335 | SH | SOLE | 8,146 | 0 | 1,189 | ||
F5 NETWORKS INC | COM | 315616102 | 238 | 1,470 | SH | SOLE | 1,470 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 2,402 | 18,325 | SH | SOLE | 15,601 | 0 | 2,724 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 437 | 57,773 | SH | SOLE | 9,771 | 0 | 48,002 | ||
GILEAD SCIENCES INC | COM | 375558103 | 215 | 3,433 | SH | SOLE | 3,060 | 0 | 373 | ||
HERITAGE FINL CORP WASH | COM | 42722X106 | 487 | 16,371 | SH | SOLE | 16,371 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 544 | 3,168 | SH | SOLE | 2,857 | 0 | 311 | ||
HONEYWELL INTL INC | COM | 438516106 | 357 | 2,699 | SH | SOLE | 2,409 | 0 | 290 | ||
IMPINJ INC | COM | 453204109 | 813 | 55,884 | SH | SOLE | 37,737 | 0 | 18,147 | ||
INTEL CORP | COM | 458140100 | 535 | 11,395 | SH | SOLE | 8,837 | 0 | 2,558 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 208 | 1,826 | SH | SOLE | 891 | 0 | 935 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 463 | 4,070 | SH | SOLE | 0 | 0 | 4,070 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 241 | 8,667 | SH | SOLE | 0 | 0 | 8,667 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 682 | 4,423 | SH | SOLE | 540 | 0 | 3,883 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 6,120 | 129,805 | SH | SOLE | 44,317 | 0 | 85,488 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 1,472 | 28,029 | SH | SOLE | 0 | 0 | 28,029 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 1,242 | 23,569 | SH | SOLE | 23,569 | 0 | 0 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | 245 | 1,700 | SH | SOLE | 0 | 0 | 1,700 | ||
ISHARES TR | MRGSTR MD CP ETF | 464288208 | 265 | 1,640 | SH | SOLE | 0 | 0 | 1,640 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,130 | 33,199 | SH | SOLE | 0 | 0 | 33,199 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 2,216 | 32,090 | SH | SOLE | 4,032 | 0 | 28,058 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 5,465 | 39,408 | SH | SOLE | 0 | 0 | 39,408 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,738 | 13,278 | SH | SOLE | 0 | 0 | 13,278 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 3,352 | 30,185 | SH | SOLE | 0 | 0 | 30,185 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 397 | 5,729 | SH | SOLE | 0 | 0 | 5,729 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 545 | 9,602 | SH | SOLE | 0 | 0 | 9,602 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 8,545 | 261,168 | SH | SOLE | 18,040 | 0 | 243,128 | ||
JOHNSON & JOHNSON | COM | 478160104 | 852 | 6,603 | SH | SOLE | 5,780 | 0 | 823 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 807 | 8,265 | SH | SOLE | 7,328 | 0 | 937 | ||
LILLY ELI & CO | COM | 532457108 | 268 | 2,317 | SH | SOLE | 2,065 | 0 | 252 | ||
LIVERAMP HLDGS INC | COM | 53815P108 | 2,881 | 74,588 | SH | SOLE | 0 | 0 | 74,588 | ||
LOWES COS INC | COM | 548661107 | 251 | 2,715 | SH | SOLE | 2,441 | 0 | 274 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 444 | 2,355 | SH | SOLE | 2,072 | 0 | 283 | ||
MCDONALDS CORP | COM | 580135101 | 545 | 3,070 | SH | SOLE | 1,798 | 0 | 1,272 | ||
MEDTRONIC PLC | SHS | G5960L103 | 314 | 3,450 | SH | SOLE | 2,988 | 0 | 462 | ||
MERCK & CO INC | COM | 58933Y105 | 566 | 7,405 | SH | SOLE | 6,793 | 0 | 612 | ||
MICROSOFT CORP | COM | 594918104 | 4,298 | 42,318 | SH | SOLE | 28,158 | 0 | 14,160 | ||
NETFLIX INC | COM | 64110L106 | 1,603 | 5,988 | SH | SOLE | 1,344 | 0 | 4,644 | ||
NIKE INC | CL B | 654106103 | 251 | 3,382 | SH | SOLE | 3,241 | 0 | 141 | ||
NOVARTIS A G | SPONSORED ADR | 66987V109 | 229 | 2,670 | SH | SOLE | 1,209 | 0 | 1,461 | ||
NVIDIA CORP | COM | 67066G104 | 387 | 2,901 | SH | SOLE | 2,369 | 0 | 532 | ||
ORACLE CORP | COM | 68389X105 | 415 | 9,202 | SH | SOLE | 8,233 | 0 | 969 | ||
PACCAR INC | COM | 693718108 | 73,361 | 1,283,882 | SH | SOLE | 697 | 0 | 1,283,185 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 316 | 3,758 | SH | SOLE | 3,382 | 0 | 376 | ||
PEPSICO INC | COM | 713448108 | 376 | 3,407 | SH | SOLE | 3,060 | 0 | 347 | ||
PFIZER INC | COM | 717081103 | 772 | 17,689 | SH | SOLE | 16,264 | 0 | 1,425 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 562 | 6,117 | SH | SOLE | 5,499 | 0 | 618 | ||
PUBLIC STORAGE | COM | 74460D109 | 305 | 1,508 | SH | SOLE | 1,496 | 0 | 12 | ||
REDFIN CORP | COM | 75737F108 | 1,970 | 136,785 | SH | SOLE | 54,328 | 0 | 82,457 | ||
RENASANT CORP | COM | 75970E107 | 379 | 12,543 | SH | SOLE | 12,543 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 221 | 2,654 | SH | SOLE | 2,351 | 0 | 303 | ||
SALESFORCE INC | COM | 79466L302 | 239 | 1,747 | SH | SOLE | 1,422 | 0 | 325 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 3,203 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 303 | 10,703 | SH | SOLE | 0 | 0 | 10,703 | ||
SMARTSHEET INC | CL A | 83200N103 | 4,026 | 161,935 | SH | SOLE | 62,298 | 0 | 99,637 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,125 | 12,503 | SH | SOLE | 0 | 0 | 12,503 | ||
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 8,846 | 184,055 | SH | SOLE | 0 | 0 | 184,055 | ||
STARBUCKS CORP | COM | 855244109 | 4,301 | 66,779 | SH | SOLE | 32,358 | 0 | 34,421 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 262 | 2,186 | SH | SOLE | 186 | 0 | 2,000 | ||
TESLA INC | COM | 88160R101 | 1,126 | 3,382 | SH | SOLE | 2,175 | 0 | 1,207 | ||
TEXAS INSTRS INC | COM | 882508104 | 275 | 2,915 | SH | SOLE | 2,561 | 0 | 354 | ||
UNION PAC CORP | COM | 907818108 | 332 | 2,399 | SH | SOLE | 2,157 | 0 | 242 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 584 | 2,344 | SH | SOLE | 2,107 | 0 | 237 | ||
US BANCORP DEL | COM NEW | 902973304 | 245 | 5,365 | SH | SOLE | 4,507 | 0 | 858 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 704 | 7,189 | SH | SOLE | 0 | 0 | 7,189 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 555 | 4,829 | SH | SOLE | 2,426 | 0 | 2,403 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 16,696 | 124,294 | SH | SOLE | 10,453 | 0 | 113,841 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,631 | 57,490 | SH | SOLE | 0 | 0 | 57,490 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 316 | 3,319 | SH | SOLE | 0 | 0 | 3,319 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 401 | 5,378 | SH | SOLE | 0 | 0 | 5,378 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,545 | 6,723 | SH | SOLE | 0 | 0 | 6,723 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 12,117 | 106,230 | SH | SOLE | 83,256 | 0 | 22,974 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,205 | 9,444 | SH | SOLE | 0 | 0 | 9,444 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 2,568 | 56,349 | SH | SOLE | 33,243 | 0 | 23,106 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | 664 | 6,839 | SH | SOLE | 0 | 0 | 6,839 | ||
VANGUARD STAR FD | VG TL INTL STK F | 921909768 | 1,479 | 31,326 | SH | SOLE | 10,688 | 0 | 20,638 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,279 | 61,438 | SH | SOLE | 5,120 | 0 | 56,318 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 520 | 9,250 | SH | SOLE | 8,236 | 0 | 1,014 | ||
VISA INC | COM CL A | 92826C839 | 649 | 4,917 | SH | SOLE | 4,395 | 0 | 522 | ||
WALMART INC | COM | 931142103 | 395 | 4,236 | SH | SOLE | 3,812 | 0 | 424 | ||
WELLS FARGO CO NEW | COM | 949746101 | 741 | 16,077 | SH | SOLE | 8,740 | 0 | 7,337 | ||
WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 | 354 | 5,438 | SH | SOLE | 0 | 0 | 5,438 | ||
WORKDAY INC | CL A | 98138H101 | 202 | 1,267 | SH | SOLE | 417 | 0 | 850 | ||
WORKHORSE GROUP INC | COM NEW | 98138J206 | 41 | 77,479 | SH | SOLE | 77,479 | 0 | 0 |