Lake Oswego, ORCIK 15206835 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 21.8K | $7.56M | 3.7% | −519 | Reduced |
| 2 | Vanguard Scottsdale Fds | 121.1K | $7.26M | 3.5% | +952 | Added |
| 3 | Apple Inc | 26.2K | $7.12M | 3.4% | −898 | Reduced |
| 4 | Vaneck ETF Trust |
| 132.0K |
| $6.97M |
| 3.4% |
| +5.6K |
| Added |
| 5 | Nvidia Corporation | 32.0K | $5.97M | 2.9% | +884 | Added |
| 6 | Ishares Tr | 61.7K | $5.38M | 2.6% | −2.8K | Reduced |
| 7 | Vaneck ETF Trust | 202.7K | $5.17M | 2.5% | +11.6K | Added |
| 8 | Valued Advisers Tr | 201.2K | $5.16M | 2.5% | +11.5K | Added |
| 9 | Vanguard Bd Index Fds | 99.7K | $4.97M | 2.4% | +1.9K | Added |
| 10 | Spdr Index Shs Fds | 137.3K | $4.93M | 2.4% | +1.9K | Added |
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