Bend, ORCIK 16977674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 5.30M | $142.65M | 29.5% | +66.9K | Added |
| 2 | Ishares Tr | 625.4K | $55.95M | 11.6% | +23.9K | Added |
| 3 | Ishares Tr | 1.10M | $55.46M | 11.5% | +40.8K | Added |
| 4 | Vanguard Index Fds |
| 175.9K |
| $51.06M |
| 10.6% |
| +1.6K |
| Added |
| 5 | Schwab Strategic Tr | 1.61M | $44.28M | 9.2% | +22.9K | Added |
| 6 | Vanguard Index Fds | 135.7K | $28.74M | 5.9% | +2.3K | Added |
| 7 | Ishares Tr | 254.2K | $28.00M | 5.8% | −3.2K | Reduced |
| 8 | Ishares Tr | 215.1K | $25.85M | 5.3% | −16.4K | Reduced |
| 9 | Vanguard Index Fds | 62.5K | $5.53M | 1.1% | −8.0K | Reduced |
| 10 | Apple Inc | 17.5K | $4.74M | 1.0% | −5 | Reduced |
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